Designed for Small, Mid, and Large Social Work Organizations
All-in-One Software for Social Workers, Case Managers, Agencies, Private Practices, NGOs, and More!
Our case management hub was designed to help a wide range of professionals across human, community, and social services to streamline their case management tool workflows. Our users include social workers, case managers, mental health specialists, therapists, counselors, social services software users, nonprofits, NGOs, charities, first responders (law enforcement, emergency responders, firefighters, tactical responders, search and rescue), educational institutions, agencies, and government organizations.
Whether you’re adding and assigning a new client, conducting human services or social work assessments, developing personalized client plans, or managing your social services caseload, this platform simplifies every step.
From client intake and assessments to personalized plans and caseload management, our platform simplifies every step. Whether you’re assigning clients, conducting individual or community-based assessments, or managing programs, you’ll have the tools to achieve your goals efficiently.
With easy to use human services and social services software tools, combined with ready to use social work assessment templates and case management intake forms for social work and practice management, you can easily organize and track client data, saving you time and helping your practice grow.
Below is a Screenshot of the Easy-to-Use Main Dashboard
(Your Command Center with Quick Action Buttons)
A Platform for Your Entire Team
Our software isn’t just for you — it’s designed for your entire practice.
Collaboration is essential in any human services, social services and social work practice, and our platform ensures that your team stays connected. With access to direct work tools for social workers, case note templates, case management software social services templates, and more, your team can work efficiently, no matter where they are.
Developed for Organizations of all Sizes
Are you an individual practice, a small practice with a few staff, a growing mid-sized organization with 10-30 staff members, or a large agency? This platform is designed to scale with you. It helps social work and case management teams stay organized, client-focused, and ready to address the needs of their community.
Whether your social work team is managing multiple clients, programs, or locations, our case management tools simplify collaboration and help your organization succeed.
Invite Your Team to Try the Platform for Free
Don’t forget to invite members of your team to join as well, so everyone can explore how it meets the needs of your entire practice. Copy and share these two links with them:
- Free trial signup: https://socialworkportal.com/free-trial-account/
- Learn more about the platform: https://www.socialworkportal.com/social-work-case-management-software/
Get Started Today!
No Credit Card Required.
___________
Are you part of a team, organization, non-profit, or special designation?
If so, get an instant quote on cost.
Global Platform for Social Workers Everywhere
Our case management hub is not limited by geography. As a cloud-based solution, it can be used by social workers, case managers, and health professionals around the world. With support for global privacy standards like HIPAA, GDPR, and other data security regulations, our platform is a secure, trusted solution for social services professionals across different regions.
No matter where your practice is based, our social services software helps you deliver consistent, high-quality care to your clients, with tools designed to support social services on a global scale.
Easy Onboarding, Free Trial, and Continuous Support
We understand that adopting new technology can be overwhelming, which is why we’ve made onboarding as smooth as possible. Our platform offers a free trial so you can explore how it meets your needs before committing. We also provide demo videos to guide you through setting up intake assessments, using psychosocial assessment tools, and managing case notes.
If you need assistance at any point, our support team is available to help. Whether it’s navigating case management software for health and social services or customizing your social work assessment templates, we’re here to ensure your success.
Custom Permissions for Enhanced Data Privacy
Data privacy is critical, especially in social work. Our platform’s customizable permissions allow staff to only access the clients they are assigned, keeping sensitive information secure. Case management software social work should protect client data while ensuring flexibility for site managers, admins, and account owners, who can assign and reassign clients as necessary.
By using the best social work tools, you can manage privacy while allowing for seamless collaboration between your team members.
Robust Security Features to Protect Your Data
Our platform is compliant with the most stringent global security standards, including HIPAA, GDPR, and the Privacy Act, ensuring that your client data remains secure. With end-to-end encryption and a fast, flexible infrastructure, your practice is protected from data breaches and security risks.
As one of the best social work software solutions, our case management hub prioritizes security while delivering powerful, reliable performance.
Streamline Referrals with Ease
Managing client referrals can be time-consuming, but with our case management tools social work, you can efficiently handle both incoming and outgoing referrals. Use the referral directory to ensure your team has access to up-to-date referral information. This reduces miscommunication and saves time, allowing you to focus on what matters most: your clients.
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Data-Driven Insights with Comprehensive Reporting
Track your practice’s performance with comprehensive reporting tools that provide insight into staff caseloads, client demographics, and program success. Our reports are designed to help you make informed decisions that improve your organization’s effectiveness. Whether you’re monitoring progress with assessment tools used in social work or evaluating the effectiveness of specific programs, our data insights will empower you to lead with confidence.
Learn and Grow with Our Case Management Resources
Our platform includes a robust case management library filled with social work resources, articles, onboarding videos, and learning modules to help your team stay informed. Whether you’re looking for genogram templates for social workers, biopsychosocial assessment templates, or guides on using case plan templates for social work, we provide the tools and resources to keep your practice up-to-date and efficient.
Ready to Transform Your Practice?
Sign up today for a free trial of the best social work case management software and experience how our platform can streamline your workflow, improve client outcomes, and simplify your team’s tasks. Whether you’re using social work assessment tools or managing social services client management software, our platform is designed to meet the needs of modern social work professionals.
Try it out today and explore the difference that the best case management software for social services can make in your practice!
Get Started Today!
No Credit Card Required.
___________
Are you part of a team, organization, non-profit, or special designation?
If so, get an instant quote on cost.
All-in-One Case Management Software | |
Designed for social work, social services, case management, nursing case management, and other clinical professionals. |
Experience the Best Tools of Social Case Work with our All-in-One Social Work Case Management Software
We’re excited to introduce All-in-One Client Assessment & Case Management Hub! These cutting-edge client & case management assessment tools were created with input from all types of social workers and case managers.
As a social worker, you understand the challenges of managing multiple cases and clients. With numerous clients and a demanding workload, it can be difficult to keep track of essential client information and tasks. However, with Case Management Hub, you can streamline your caseload and make your job easier.
Our user-friendly and easy-to-use best social work case management software allows you to streamline and centralize your client assessments and case management process.
Who is This Social Work Caseload Management Tool for?
Case Management Hub is dedicated to supporting practitioners in the social work, social services, mental health, case management, and clinical sectors by providing them with efficient case management needs assessment tool to manage their clients’ cases and caseloads. Our tools of social case work are designed to help you focus on providing excellent care and support to your clients, while minimizing time spent on manual processes.
Our All-in-One Social Work Case Management Software is equally suitable for both solo practitioners and larger social work practices.
It was designed with your needs in mind and it offers a range of features such as case management assessment template resources, case study template social work resource, social work management intake form template, client management, staff reporting, creating your social work caseload template, social work case management software free tools, and more, to help you manage your practice as efficiently as possible.
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.
What Makes Our Case Management Tools Social Work Software the BEST?
Our software offers a comprehensive suite of case management assessment tools and nursing case management assessment tools that help you manage your cases efficiently and effectively.
With our user-friendly interface, you can easily create and manage individual clients and groups/couples, have all your case management intake form template resources and case management assessment template resources organized, work on your social work caseload template, and collaborate with your team members.
Here are just a few of the features you can expect from our case management assessment tools & social work case management template resources:
 | Easily Manage Clients, Couples, and Groups Our tools of social case work platform allows you to easily manage all your clients, couples, and groups. |
 | Save Time with Letter Templates The pre-built social work case management template letters save you a lot of time and make communicating with your clients, quick and easy. |
 | Case Management Assessment Templates Our case management evaluation tools, case management screening tools, and case management assessment template resources you can easily edit and send directly to clients. |
 | Case Management Intake Templates Case Management Hub comes equipped with case management intake form template resources that you can edit and send directly to clients with just 1 click. |
 | HIPAA, PIPEDA, GDPR, and Privacy Act Secure We know that maintaining client privacy is critical. Our social work caseload management tool is equipped with robust security features to guarantee the safekeeping of all client data. You can trust that our software is fully compliant with HIPAA, PIPEDA, GDPR, and Privacy Act regulations. |
 | Concise Reporting Our case management needs assessment tool makes it easy to create reports that provide valuable insights to program managers, nonprofit board members, and policy makers. With our user-friendly reporting tools, you can quickly generate concise reports that deliver the data you need to make informed decisions. |
 | Custom Forms Build custom forms with this social work toolkit that fit your specific needs. Create from scratch or based on a built-in social work template. Whether you need to create a case management intake form template, a social work case management template, a case management social work case plan template, a social work case study template, or a case management needs assessment template, Case Management Hub has got you covered. |
 | Wide Range of Case Notes Quickly generate social worker case notes & progress notes using the included templates (SOAP, DAP, GIRP, BIRP, PAIP, and more). |
No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs.
What Can I Expect from These Tools of Social Care Work?
Our tools of social care work provide a user-friendly dashboard that gives you a complete view of your clients, case files, assessments, notes and case management social work case plan template resources, to-dos, and notifications in real-time. This means that you can easily manage your caseload and stay on top of all your tasks.
This best social work case management software Case Management Hub, offers a comprehensive and secure platform for managing client engagement and social work analysis tools, ensuring that your digital files and all client data always remain confidential and secure.
Our intake and assessment tools for case management have been designed with user flexibility, ease of use, and automation in mind. We understand that social workers have a demanding workload and need tools of social case work that can help them work more efficiently and effectively. That’s why our social work case management software is user-friendly and easy to navigate, allowing you to manage your workload more easily and achieve better outcomes for your clients.
Sign up today for our social work case management software and see how it can transform the way you work and take your social work practice to the next level!
See Our Top Features in Action
Watch our video that follows A Day in the Life of a Social Work Case Worker who is streamlining her work thanks to the Case Management Hub platform.
| Subscribe Today and see for yourself why Case Management Hub is the ultimate social work case management software!  |
Do you have any questions about Social Work Portal tools of social case work? Contact Us.
What’s Inside Our Case Management Tools Social Work Platform?
Take charge of your social work practice with our seamless DASHBOARD experience
| With our user-friendly and comprehensive dashboard, you get complete control over your social work practice, allowing you to easily manage your clients, case files, assessments, and notes all in one secure case management tools social work platform. |
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.
Simplify your intake process and gain valuable insights into your clients with our
INTAKE TEMPLATES
| Our customizable intake templates are designed for social workers, providing 10+ pre-made case management intake form template resources that can be tailored to your unique needs or easily created from scratch. This feature allows you to efficiently gather necessary client information, saving you valuable time and effort. |
Empower your clients and optimize your social work practice with our
CASE MANAGEMENT ASSESSMENT TEMPLATE RESOURCES
| With a range of assessment and case management screening tools templates available on our platform, you can easily send them to clients, fill them out yourself, or create customized templates from scratch. Our social work caseload management tool features 30+ pre-made templates designed to meet your unique needs and help you provide comprehensive care for your clients. |
No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs.
Do you have any questions about our assessment tools in case management or case management evaluation tools? Contact Us.
Streamline your communication with clients and improve your productivity with our pre-built CORRESPONDENCE TEMPLATES for social workers
| Our pre-built templates can be easily modified to fit your specific needs and help you communicate with your clients in a professional and efficient manner. With 30+ pre-made letter templates available in our tools of social case work, you can quickly customize and adjust them to your needs, saving you significant time and effort in crafting individualized messages. |
Stay organized and on top of your clients’ needs with our CASE NOTES and TASKS
| Efficient case management is crucial for social workers to effectively support their clients. Our case management tool for social workers enables easy creation and tracking of case notes, case management social work case plan template, social work case study template, as well as assigning and monitoring of tasks. This feature allows for collaboration among staff, ensuring that all necessary actions are taken and nothing is overlooked. |
Visualize and analyze your clients’ relationships and support systems like never before with our powerful ECOMAP REPORT for social workers
| Included in your comprehensive tools of social case work is an ecomap template and report to assist you in visualizing your client’s social environment, enabling you to more effectively tailor your treatment plan to their unique needs. |
Effortlessly gain valuable insights into the progress of your clients and staff with our REPORTING feature
| Our case management tools social work reporting provides you with the data you need to make informed decisions and optimize your services for better outcomes. |
Experience the difference with our social work case management software
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.
Do you have any questions about Social Work Portal’s best case management software? Get in touch with us!
Streamline Your Workload with our Social Work Case Management Software
Our social work case management software includes a range of case management tools social work practitioners need that make it easy to keep track of your staff and clients in a number of different ways.
With the Case Management Hub platform, you’ll be able to:
- Stay up to date on all your tasks
- Receive real-time notifications when new clients need to be approved for a site location or program
- Access intake and assessment form templates that can be shared by all users
- Discharge and reactivate clients if they come back to your agency without losing their information
- Report on incoming and outgoing referrals to/from other agencies
- Add and manage staff with ease
- Upload files for staff, clients, and yourself
- Use our forms manager to quickly send or create your own forms, such as a case management needs assessment template or social work case study template
- Keep track of staff per program, site location, and client load with our built-in staff caseload social work report
Our software is the perfect fit for social workers want to streamline their case management processes and provide better care to their clients. With our customizable templates, reporting features, and different case management screening tools, you’ll be able to manage your workload more efficiently and optimize your services. This also makes it great nursing case management assessment tools.
Sign up today – social work case management software and experience the power of our social work case management software!
No credit card needed. Try our Case Management Hub for 21 days – FREE. See if this fits your practice needs.
Do you have any questions about Social Work Portal’s best case management software or case study template social work practitioners use? Get in touch with us!
All-in-One Case Management Needs Assessment Tool FAQ
Yes! You can add multiple staff members to your All-in-One social work caseload management tool. Each user will need to have a user license. We offer multi-user discounts.
Yes. Social Work Portal's tools of social case work are created for social workers, case managers, and other social services professionals.
Yes! Case Management Hub comes equipped with social work case management template resources and case management plan template mental health resources that you can either customize or you can create your own from scratch.
Absolutely not! The free trial for our online assessment tools for case management is absolutely free. No credit card is required. Just scroll up and look for the link to start your free trial.Do these tools of social case work support collaboration?
Are these case management tools social work appropriate?
Does Case Management Hub have case management needs assessment template?
Do I need a credit card to sign up for your free trial?