All-in-One Client Assessment & Management Hub

Best 2024 Case Management Software for Therapists, Non-Profits & Counselors


Case Management Software

for Therapists, Counselors, Non-Profits, and Mental Health Professionals.

Introducing the Ultimate Case Management Software for Therapists, Non-Profits, Counselors, Psychologists, Psychiatrists, and Other Mental Health Practitioners

As a counselor, therapist, or any other mental health practitioner you know that managing multiple cases and clients can be overwhelming and time-consuming. With so many clients to keep track of, it’s easy to lose track of important client information and tasks. This is where Case Management Hub comes in to save the day!

Who is This Best and Affordable Case Management Software for?

Our Case Management toolbox is designed to help therapists, counselors, psychiatrists, non-profits, psychologists, psychotherapists, and other mental health practitioners such as yourself to manage clients’ cases more efficiently and effectively, so you can focus on what matters most: providing excellent care and support to your clients.

Whether you’re a solo practitioner or part of a larger practice, our therapy and counseling tools will help you streamline your processes, reduce administrative burdens, and provide better care for your clients. On top of that, this state-of-the-art mental health therapy software also includes an ever growing library of e-learning modules, helpful guides, and onboarding demos.

Free Trial - Case Management Hub

No credit card needed. Try our Case Management Hub for 21 days – Free. See if this fits your practice needs.

Here are just a few of the features that make the Social Work Portal Therapy & Counseling Tools the perfect solution for your practice


Secure and Confidential

Our counselor and therapist tool ensures that all client information is kept secure and confidential. We understand that privacy is of utmost importance, and our client management therapists and counselors toolbox has been designed with this in mind. With our robust security features, you can rest assured that all client data is safe, secure, and fully HIPAA, PIPEDA, and GDPR compliant.

case management security
Case Management Hub client managementClient Management

With our therapy & counselling tools, you can easily manage all your clients’ information, including contact details, couples/groups, and session notes while collaborating with your staff. Our counselor and therapist tools make it easy to keep track of important information and ensure that you stay on top of your cases.

Start 21-Days Free Trial

No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs.

Intakes and Assessments

Social Work Portal therapists tool includes a wide range of pre-made intakes and assessments for therapists, counselors, psychotherapists, psychologists, and other mental health practitioners – making it easy to gather and organize the necessary information for each client. You can create customized forms and use the data to inform treatment decisions.

Case Management Hub assessments and intakes
Case Management Hub letter templatesCorrespondence Templates

Our online case management system also comes with pre-made correspondence templates that you can edit and customize with your own branding. Our letter templates for therapists, counselors, psychiatrists, psychologists, and private practices will save you a lot of time and effort, ensuring that your communication with clients is professional and consistent.

Case Notes and Tasks

SWP online case management system allows you to create, assign, and track case notes and tasks, so you can easily collaborate with other professionals and ensure that nothing falls through the cracks.

Ready to give it a go today?

21-Days Free Trial

No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs.

Case Management Hub case notes and tasks
Case Management Hub reporting 

Easy Reporting

Our case management platform makes it easy to generate reports on your clients and staff members which can be useful for tracking outcomes and providing insights into how your practice is doing.

Social Work Portal’s therapist toolbox is also incredibly user-friendly and easy to use. You don’t need to be a tech-savvy person to use this online case management system. We designed it to be user-friendly, intuitive, and efficient.

Say goodbye to the chaos and confusion of managing cases on paper or in a spreadsheet.
SWP online Case Management System for therapists and counselors is the solution you’ve been looking for.

Our online therapy tools will save you time and energy, allowing you to focus on what matters most: providing the best care possible to your clients.

Subscribe now
and see for yourself why SWP Case Management Software is the ultimate mental health therapy software!

Try it for Free Today

No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.

21-Days Free Trial

mental health tools

Do you have any questions about Social Work Portal case management software? Contact Us.

See What’s Included with Our Client and Case Management Online Therapy Tools

Stay in control with our DASHBOARD – the command center for your counseling and therapy practice

SWP Client and Case Management toolbox comes equipped with a dashboard that provides you with a quick and easy overview of all therapy tools and functionalities. Regardless of what you need to work on, it’s just a click away!

Client Management System Dashboard

Streamline your intake process and get to know your clients better with our

Streamline your intake process with our customizable intake templates for therapists, counselors, psychologists, psychiatrists, and other mental health practitioners. SWP therapy tools come with 10+ pre-made therapy and counseling intake form templates that you can modify to fit your specific needs or create a new one from scratch. Easily send them to your clients or fill them out yourself, saving you time and hassle.

counseling intake form

Empower your clients and enhance your mental health & therapy practice with our

Access a variety of case management assessment templates at your fingertips right within our therapy & counseling tools! Effortlessly send case management assessment templates to your clients with just one click and save time. Alternatively, fill them out yourself with ease or create a new one from scratch!

Our therapy and counseling assessment template comes equipped with 30+ pre-made mental health assessment templates that you can adjust to your needs. Below you can see some of the many mental health assessment templates that come with our counseling and therapy tool.

counselling assessment tools

See Our Top Features in Action

Watch our video that follows A Day in the Life of a Mental Health Professional who is streamlining her work thanks to the Case Management Hub platform.

21-Days Free Trial

No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.

Do you have any questions about our therapy and counselling case management platform? Contact Us.

Say goodbye to time-consuming letter and email drafting with our customizable CORRESPONDENCE TEMPLATES

With our customizable letter templates for mental health practitioners, you can quickly and easily communicate with your clients in a professional and efficient manner. These pre-built templates can be modified to suit your needs and can save you a significant amount of time and effort in crafting individualized messages.

Our therapy and counselling tool comes with 30+ pre-made letter templates that you can customize and adjust to your needs. 

Here are some of the correspondence letter templates you will find in our case management platform for therapists, counselors, and other mental health practitioners:

⋅ Emotional Support Animal (ESA) Letters
⋅ Letter for Accessing Specialized Services
⋅ Jury Duty Exemption Letter
⋅ Letter for SSA Disability Benefits
⋅ Letter for School Accommodation
⋅ Reasonable Accommodation Request Letters
⋅ Referral Letter to Other Healthcare Providers
⋅ Letter for Legal Proceedings
⋅ Letter of Medical Necessity for Insurance Purpose
⋅ Private Practice Letters
⋅ Family and Medical Leave of Absence (FMLA) Letter
⋅ Court-ordered Summary of Treatment and Progress Letter
⋅ Letter of Support for Immigration Cases
⋅ Letter for Transitioning Care to a New Provider
⋅ And Many More…

counselors toolbox

Stay organized and on top of your clients’ needs with our CASE NOTES and TASKS

Keeping track of case notes and tasks is essential for efficient case management. With our case management tool for psychologists, psychiatrists, counselors, therapists, and other mental health practitioners you can easily create and track case notes. Additionally, you can also create tasks and stay on top of your to-dos. Tasks feature allows you to collaborate with your staff and ensures that nothing falls through the cracks. 

Case notes and tasks

21-Days Free Trial

No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.

Get valuable insights into your clients’ and staff’s progress with ease using our REPORTING

Our reporting feature provides you with valuable insights into the effectiveness of your services. With our case management tools reporting feature for mental health practitioners, you’ll have the data you need to make informed decisions and optimize your services for better outcomes.

Social Work Reports - Case Management Toolkit

Try out SWP Case Management Tools today!

21-Days Free Trial

No credit card needed. Try our Case Management Hub for 21 days for FREE. See if this fits your practice needs.

Do you have any questions about Social Work Portal’s best case management software? Get in touch with us!

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