Casebook PBC
Casebook
Casebook supports case-based human and social-services delivery from intake and assessment through service provision and outcome reporting.
Need or task
Manage referrals and intake
Explore software that records new clients, checks eligibility, or routes referrals into services.
Products to investigate
Bonterra
Bonterra Case Management
Apricot tracks participants through structured human-services programme delivery, including enrolment, caseloads, referrals, compliance, and outcomes.
CaseWorthy, Inc.
CaseWorthy
CaseWorthy supports multi-programme, cross-agency whole-person case management with a unified individual or family record and compliance reporting.
Simon Solutions, Inc.
CharityTracker
CharityTracker provides case and assistance tracking for human-service organisations, including coordination between agencies in the same community.
Wild Bamboo Ltd
Recordbase
Recordbase carries referrals, notes, care and goal plans, risks, incidents, outcomes, and funder reporting through frontline social and health services.
Societ, Inc.
Sumac
Sumac supports one client record through an intake-to-outcome frontline-service lifecycle, with dedicated membership, volunteer, and donor-engagement modules available as constituent-relationship extensions.