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Social Work Case Management Software with Client Portal (2026)

Last updated: February 2026

Key features of Social Work Case Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Case Notes: Reviewers value easy note-taking, editing, and categorizing, sharing across agencies, and ensuring accurate, up-to-date documentation for seamless communication. 100% of reviewers rated this feature as important or highly important.
Client Management: Users highlight organized client tracking, secure data access, real-time updates, and the ability to share information among staff for comprehensive client support. 97% of reviewers rated this feature as important or highly important.
Document Management: Reviewers appreciate the ease of uploading, storing, and accessing documents, ensuring secure and centralized digital records, reducing reliance on paper files. 91% of reviewers rated this feature as important or highly important.
Reporting/Analytics: Users emphasize the importance of generating reports for grants and audits, accessing service data effortlessly, and monitoring performance metrics effectively. 87% of reviewers rated this feature as important or highly important.
Forms Management: Reviewers appreciate customizable forms for client information, ensuring transparency, confidentiality, and ease of use both in the field and in the office. 82% of reviewers rated this feature as important or highly important.