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Top Rated Social Work Case Management Software with Client portal - Page 2

Last updated: May 2026

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44 software options

Exym logo

Giving our customers the freedom to focus on care.

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Exym is an intuitive, user-friend EHR software solution that tracks everything your behavioral health agency needs. Easily manage your patient data, progress notes, clinician activities and billing.

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extendedReach logo

Foster care management for child placement agencies

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extendedReach is a foster care management solution for child placement agencies, designed to help track children, manage foster homes, control agency workloads, generate reports, manage licensing, & more. extendedReach can also support residential & group homes, shelter care & adoption, & refugees.

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Traverse logo

The right tools to facilitate the best outcomes.

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Caseworkers and social workers are equipped with the tools they need to support their work.

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Mitratech INSZoom logo

Immigration case management software

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INSZoom's immigration case management and compliance products let immigration professionals share valuable information online, process immigration petitions faster, stay compliant and effectively manage their global mobility workforce through a single, robust and integrated solution.

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Healthie logo

HIPAA compliant health records for providers

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Healthie is a HIPAA-compliant electronic health record platform for health and wellness providers, including private practices, group practices, and digital health startups. It offers cloud-based charting, scheduling, billing, telehealth, patient engagement tools, and workflow automation. Features include an AI scribe, multi-provider support, insurance management, and integrations with third-party apps like wearable devices and business intelligence tools.

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CaseWorthy logo

A Scalable Case Management Solution For Human Services

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A scalable case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.

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PlanStreet logo

Make an Impact with Secure Case Management Software

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Create an Impact with PlanStreet's secure Case Management Software. Organize Cases and Programs. Get started with $60/user/month!

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Carepatron logo

The healthcare workspace for small teams and their clients.

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All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

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Bonterra Apricot logo

Case management software for nonprofits of any size

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Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.

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Bonterra Penelope logo

Cloud-based case management software for human services.

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Penelope by Athena Software is cloud-based case management software for human services and nonprofits. Ours is a secure and configurable client management system for social services with flexible reporting, smart forms, and a mobile client portal designed to improve the customer experience.

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Owl Practice logo

Practice Management Software for Mental Health Practitioners

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Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners grow, engage, and get paid.

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Filevine logo

Cloud-based legal case management platform for attorneys.

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Filevine is the #1 most customizable social work case management solution designed for legal teams to get their best work done.

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Amicus Attorney logo

Legal case management solution for attorneys.

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Amicus Attorney is a cloud and on-premise solution that enables law firms to streamline the entire case lifecycle, from creating documents to raising invoices. It lets users share & update appointments, receive change notifications, and link events, such as court dates, to calendars.

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iSTEDY-LMS logo
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LINC Courses, Information, Orientation, Employment Session,

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iSTEDY-ISP is the ultimate software as a service solution. Developed based on the knowledge and expertise of numerous organizations, iSTEDY-ISP streamlines data management processes, centralizes data, and seamlessly manages business operations. Features include employee shift scheduling, training and document tracking, funding and inventory management, and more.

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ShareVision logo
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Case management solution for social service providers

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ShareVision is a case management solution that assists social service organizations with tracking clients, managing services and staff, and reporting.

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Vertex Case Management & Billing logo
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Simplify scheduling and time tracking

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Vertex offers all the tools social service agencies in the United States need streamline time tracking, employee scheduling, payroll, case management and time and attendance.

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Tactiv logo
(0)

Powering you to do good, better

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Enquire Fund Management software delivers full end-to-end management from assessment through to reporting. Enquire streamlines administrative tasks, improves access and transparency to information and reports on the impact of your organisation – powering you to do good, better.

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GridSocial logo
(0)

Closed Loop Referral System

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GridSocial by SocialRoots.ai is community referral management software for healthcare and community organizations to track and coordinate referrals across service areas. It features centralized intake management, automated request categorization, case tracking with unique IDs, and an AI-powered directory of verified providers. GridSocial integrates with EHR systems and includes dashboards for monitoring referral outcomes and trends.

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Mon Ami logo
(0)

Modern data system for aging & disability, with so much more

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Data system built for Aging & Disability agencies to manage services, clients, volunteers, & provide reporting

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