Feeling buried under paperwork?
You’re trying to help clients, but endless administrative tasks and scattered data keep getting in the way. It’s a constant struggle.
The real issue is when manual data entry takes over, you have less time for the meaningful client interactions that truly matter.
According to the Mentalyc Blog, social workers spend around 30-40% of their time on administrative tasks. This is valuable time that could instead be dedicated to direct client support and care.
But what if you could change that? The right software can streamline your entire workflow and give you that precious time back.
In this guide, I’m going to show you the best social work case management software for 2025. I’ll help you find a tool that simplifies your client care.
You’ll discover options that secure client data, improve compliance, and ultimately help you focus on what you do best: caring for people.
Let’s dive in.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | Casebook → | Government & non-profits | |
| 2 | CaseWorthy → | Large human services orgs | |
| 3 | extendedReach → | Foster care agencies | |
| 4 | FamCare → | Diverse human service sectors | |
| 5 | PlanStreet → | Scalable social work orgs |
1. Casebook
Is fragmented client data holding your team back?
Casebook offers a configurable human services platform covering everything from intake to robust reporting. This means you can centralize client information and streamline workflows.
Imagine a single source of truth for all your client records, making documentation efficient and reducing errors. This leads to improved accuracy.
Here’s how to focus more on clients.
Casebook is your all-in-one, flexible solution, adaptable to your organization’s specific needs, whether you are a government agency or a non-profit. It provides the necessary tools to manage cases, track outcomes, and measure success, giving you clarity.
Plus, you get instant access to up-to-date data with built-in and custom reports, allowing you to make informed decisions for your clients. Additionally, the per-user pricing model offers flexible plans, ensuring cost-effectiveness.
With Casebook, you gain a secure place to store all client files, enhancing confidentiality and data security. This cohesive approach helps your team provide better, more organized services, saving you valuable time, potentially five hours per week.
Improve your client outcomes today.
If you’re also looking into optimizing team performance, my article on best HR analytics tools can provide valuable insights.
Key features:
- Configurable platform: Tailors to your organization’s unique requirements, simplifying data management and streamlining your processes from intake to reporting for various human services.
- Built-in & custom reporting: Provides instant access to current data and analytics, enabling you to make informed decisions with templates for common reports or custom-built solutions.
- Centralized client records: Offers a secure, all-in-one solution for storing client data, linking emails to cases, and easily accessing information, making your workflows more cohesive.
Learn more about Casebook features, pricing, & alternatives →
Verdict: Casebook stands out as the best social work case management software due to its configurable platform, robust reporting, and user-friendly interface. It centralizes client data, streamlines workflows, and offers personalized support, directly addressing pain points like inefficient documentation and fragmented information to boost overall client outcomes.
2. CaseWorthy
Struggling with fragmented client data and endless paperwork?
CaseWorthy’s CORE platform centralizes all your data, eliminating silos and providing a 360-degree view of client and program information. This capability is critical for streamlining inefficient documentation and reducing data entry errors.
This means you can gain comprehensive insights and detailed reporting, turning data challenges into opportunities for smarter decisions.
Here’s how CaseWorthy empowers your mission.
The CORE foundation transforms your data into actionable insights, designed specifically for whole-person care and comprehensive outcome reporting across social and human services. You can empower your team with self-service analytics and even build a foundation for AI-driven insights, which is crucial for improving reporting and fostering better compliance. Additionally, the Connect product optimizes agency outcomes and service billing, while ServTracker streamlines aging services and home-delivered meal programs. This holistic approach supports over 60,000 active users and 11 million families, demonstrating its widespread impact.
The result is more focus on client care.
Before diving deeper, you might find my analysis of GDPR compliance software helpful for ensuring data privacy.
Key features:
- Centralized Data Access: CORE unifies client and program data, eliminating silos and providing a complete view for informed decision-making across your organization.
- Outcome Reporting & Analytics: Transform raw data into actionable insights with comprehensive reporting tools, empowering self-service analytics and supporting AI-driven strategies for improved client outcomes.
- Purpose-Built Solutions: Designed for human services, CaseWorthy offers specialized solutions for aging, employment, HMIS, and more, meeting specific industry needs and requirements.
Learn more about CaseWorthy features, pricing, & alternatives →
Verdict: CaseWorthy’s centralized data, comprehensive reporting, and purpose-built solutions for diverse human services needs make it an excellent choice for organizations seeking the best social work case management software. It helps alleviate administrative burdens, ensures data security, and empowers teams to focus on client well-being, as evidenced by supporting over 11.4 million families.
3. extendedReach
Tired of overwhelming administrative burdens?
extendedReach provides a personalized portal for caseworkers, directly addressing your challenges with fragmented information and inefficient documentation.
This means you can capture, review, and share critical client information accurately and in real-time.
Here’s how extendedReach simplifies your client care.
extendedReach, a web-based foster care case management system, centralizes client data, helping you streamline workflows and ensure compliance.
You gain a unified view of client cases, improving collaboration among your team members and ensuring consistent, high-quality care. It saves you time and gives you actionable information for better outcomes.
Additionally, this system facilitates connections between agencies, government, and funding sources, which is vital for comprehensive service delivery. This robust connectivity helps overcome the common pain point of disjointed data across complex service environments, ensuring all stakeholders are aligned for optimal client support.
The result? More focus on clients.
For even deeper insights, leveraging the right tools to turn data into decisions is crucial. My article on the best reporting tools offers more guidance.
Key features:
- Personalized Caseworker Portal: Offers a dedicated space for caseworkers to manage workloads, ensuring accurate capture and real-time sharing of critical client information.
- Inter-Organizational Connectivity: Facilitates seamless connections between individual agencies, government entities, and funding sources, improving collaboration and data flow.
- Real-time Information Sharing: Enables immediate review and sharing of client data, crucial for maintaining confidentiality, reducing errors, and supporting timely decision-making.
Learn more about extendedReach features, pricing, & alternatives →
Verdict: extendedReach excels by centralizing client data and streamlining workflows through its personalized caseworker portal and inter-agency connectivity. This focus on real-time information and reduced administrative burden makes it the best social work case management software for improving efficiency and client outcomes.
4. FamCare
Tired of juggling overwhelming client caseloads?
FamCare helps streamline your documentation, automate routine tasks, and centralize client information. This means you gain a holistic view of every client’s journey.
It tackles the persistent issues of data silos and complex reporting requirements, allowing you to focus more on client interactions. This truly empowers your team to make a lasting difference.
Here’s your comprehensive solution.
FamCare is designed to address the challenges of fragmented information and time-consuming reporting head-on. It enhances collaboration and empowers your team.
You can centralize client data and automate administrative tasks, giving you more time for meaningful client interactions. Additionally, you can effortlessly generate customized reports to meet funding and regulatory demands.
This platform helps you uncover trends and track outcomes, enabling data-driven decisions that improve program effectiveness and client well-being. Plus, it breaks down silos, promoting a unified approach to care across diverse human service sectors like child and family services, mental health, and even juvenile justice.
It’s time to focus on your mission.
Key features:
- Efficiency through best practices: Utilizes pre-built templates and forms tailored to specific service areas, ensuring compliance and significantly reducing time spent on documentation.
- Data security as a priority: Implements advanced, role-based security measures and granular access controls, safeguarding sensitive client information at every level.
- A perfect fit for your agency: Offers personalization and customization options, allowing you to match the software to your unique workflows and reporting requirements.
Learn more about FamCare features, pricing, & alternatives →
Verdict: FamCare is ideal for social workers and case managers seeking to centralize data, automate tasks, and enhance reporting. Its focus on streamlining workflows, improving data security, and offering tailored solutions positions it as a strong contender for the best social work case management software for various human service sectors.
5. PlanStreet
Is your caseload becoming overwhelming?
PlanStreet offers robust case management and workflow automation features designed to alleviate your heavy administrative workload. This means you can simplify client intake through customizable forms with time-saving data validation, making documentation much more efficient.
The solution is here.
PlanStreet optimizes workflows, programs, and cases, providing a secure and centralized system for your client data. This ensures greater accuracy and reduces data entry errors, freeing you to focus on client care. You can register clients, assess needs, track services, and modify case plans right within the platform. Plus, PlanStreet’s advanced analytics and reporting tools allow you to monitor program impact, ensuring data-driven success and compliance. Additionally, you can easily refer clients to external services and manage grants, all from one integrated platform, enhancing collaboration and overall efficiency.
Focus more on clients.
Understanding how to leverage your client data is crucial. My guide on best data mining tools explores advanced techniques for deeper insights.
Key features:
- Comprehensive Case Management: Manage clients from intake to outcome with features for risk assessment, service delivery tracking, and customizable case plans to meet individual client goals.
- Automated Workflows & Reporting: Streamline administrative tasks with workflow automation, standardized assessments, and Power BI reporting for data-driven insights and compliance.
- Secure & Scalable Platform: Benefit from encrypted data security, a web and mobile app, and highly customizable interfaces that scale to support your organization’s growth and unique program needs.
Learn more about PlanStreet features, pricing, & alternatives →
Verdict: PlanStreet is a highly flexible, secure, and scalable platform that streamlines complex social work processes. With features like comprehensive case management, automated workflows, and robust reporting, it reduces administrative burdens, making it an excellent choice for the best social work case management software for enhanced client outcomes and compliance.
6. SimplePractice
Is your administrative workload overwhelming your client care?
SimplePractice offers integrated telehealth and a robust template library, which directly addresses the challenges of inefficient documentation and fragmented workflows. This means you can easily manage your calendar and simplify billing.
This streamlines scheduling, billing, and documentation, ensuring you can focus more on serving your clients and improving outcomes. Your practice gains peace of mind.
It’s time to simplify your operations.
SimplePractice helps you streamline admin tasks and improve client care by offering intuitive tools for managing and growing your practice. This means you can handle scheduling, billing, and documentation more efficiently.
You can securely manage patient medications and keep medical information safe with their ePrescribe feature, ensuring client confidentiality and data security. This comprehensive approach reduces data entry errors and enhances team collaboration.
Additionally, customizable rate tables and treatment plans offer flexibility, while HIPAA-compliant software ensures secure client information. The result is a centralized system that supports improved reporting and better compliance.
The result: more focus on client outcomes.
Key features:
- Integrated Telehealth and Template Library: Provides essential tools for virtual sessions and efficient documentation, reducing administrative burden and ensuring HIPAA compliance for secure client interactions.
- Streamlined Billing and Scheduling: Simplifies financial processes and calendar management, enabling social workers to focus more on client engagement rather than administrative tasks.
- ePrescribe and Data Security: Offers secure management of patient medications and sensitive information, enhancing client confidentiality and ensuring robust data protection measures.
Learn more about SimplePractice features, pricing, & alternatives →
Verdict: SimplePractice provides robust features like integrated telehealth, streamlined billing, and secure ePrescribe to address core social work pain points. Its comprehensive tools make it an excellent choice as the best social work case management software for reducing administrative load and improving client care.
7. Bonterra
Drowning in paperwork and fragmented client data?
Bonterra’s case management tools offer a lifeline for social workers. This means you can focus on helping clients, not administrative burdens.
It addresses common pain points like inefficient documentation and data entry errors, making it easier to deliver services with dignity and speed.
Ready to simplify your client care?
Bonterra’s case management solutions, specifically Apricot and Apricot for Government, provide flexible tools built for scale and compliance. This helps frontline staff stay focused on their core mission of care, by centralizing records and streamlining processes.
You can expect powerful reporting and smart workflows to make managing sensitive client data more efficient and secure. This platform is designed to simplify complex service environments, ensuring your team can deliver life-changing programming, streamline processes, and even boost funding. The result is improved reporting, better compliance, and a system that supports every person and streamlines every case.
It’s truly built for the greatest good.
Key features:
- Centralized records: Bonterra’s Apricot case management tools centralize client information, helping frontline staff reduce paperwork and focus on delivering care.
- Smart workflows: The platform offers smart workflows that streamline processes, ensuring efficient documentation and reducing data entry errors for your team.
- Powerful reporting: Bonterra provides powerful reporting capabilities, making it easier to demonstrate program impact and meet compliance requirements.
Learn more about Bonterra features, pricing, & alternatives →
Verdict: Bonterra’s case management tools, like Apricot, are designed to significantly reduce administrative workloads for social workers and case managers. By centralizing records and streamlining workflows, this software helps you simplify client care, making it an excellent choice if you’re looking for the best social work case management software to improve outcomes and data security.
Conclusion
Ready to focus on clients?
Choosing the right platform feels overwhelming. You need a tool that genuinely simplifies your workflow, not just one that adds another layer of complexity.
Research from The Business Research Company shows organizations using these tools see a 30% increase in case efficiency. That’s a huge boost in productivity, freeing up your team for client care.
Here’s my top recommendation.
After my review, Bonterra is the clear winner. Its platform is specifically designed to cut administrative burdens and simplify complex workflows for your organization.
If your organization also manages facilities, my guide on best long term care software might be helpful.
Its smart workflows and centralized records are truly effective. Using the best social work case management software like this empowers you to focus on client outcomes.
I suggest you book a free demo of Bonterra to see how it can transform your team’s process firsthand.
You’ll deliver more impactful client care.
