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Top Rated Social Work Case Management Software with Document storage - Page 3

Last updated: September 2026

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SocialNote logo

Platform for school mental health documentation

SocialNote is a platform for school-based mental health teams, integrating referrals, cases, services, crises, progress tracking, and reporting in one secure workflow. It aids school social workers, counselors, psychologists, and student support teams with features like referral tracking, service documentation aligned to MTSS/ASCA standards, structured crisis records, and SMART goal monitoring across academic, behavioral, and attendance domains.

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Vertex Case Management & Billing logo

Simplify scheduling and time tracking

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

Simple where it matters, powerful where it counts.

Tactiv's Enquire platform is a cloud-based fund management tool with configurable workflows, a dedicated reporting warehouse, role-based access controls, and integrations with leading financial and CRM systems, built for grants, scholarships, research funding, and project portfolios.

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