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Social Work Case Management Software with Referral Management (2026)

Last updated: April 2026

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35 software options

SimplePractice logo

Appointment scheduling and reminder solution

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SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

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CharityTracker logo

Affordable, Cloud-Based, Easy Case Management Software

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Easy-to-use & HIPAA-compliant social work cloud case management software. Designed for nonprofits to record and report interactions with clients, case notes, set goals & measure outcomes, perform assessments, make referrals and more! Helping you positively transform lives.

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SmartAdvocate logo

Cloud-based legal practice management tool for lawyers.

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SmartAdvocate is a comprehensive legal case management software available in both cloud and server-based versions. The system features built-in artificial intelligence tools that summarize cases, refine documents, and transcribe audio, while offering extensive document management capabilities with unlimited storage. SmartAdvocate integrates with various applications and includes automated workflows, client portals, and mobile apps for efficient case tracking.

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Notehouse logo

Clear documentation. Shared understanding. Intuitive.

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Designed to support continuity in social work case management, Notehouse provides a clear, centralized space for case notes, key details, dates, and attachments. Teams can document evolving situations while maintaining shared understanding and appropriate access controls.

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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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Sumac logo

Powerful, all-in-one nonprofit case management software

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Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

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Noteable logo

Behavioral health practice management platform

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Noteable is an all-in-one EHR platform designed specifically for ABA and behavioral health providers. The system integrates scheduling, documentation, billing, and data collection functions into a single interface, allowing for real-time data capture and analysis. Providers can access HIPAA-compliant telehealth features, customizable clinical templates, and mobile data collection tools that work even offline.

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NewOrg logo

Online data management solutions for nonprofit organizations

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NewOrg provides cloud-based information management solutions for non-profit organizations, supporting volunteer scheduling, fundraising, donation management and more.

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InfoFlo logo

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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My Junna logo

Client management software

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My Junna is a HIPAA compliant client management software to track clients, tasks, organize community resources, share calendars, send documents for e-signatures and more.

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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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Foothold logo

Human services software for behavioral health and I/DD.

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Electronic documentation software for I/DD and behavioral health service providers. We offer case management, client tracking, and an EHR all under one roof. Our software is HIPAA-compliant, federally certified, and offers full interoperability for care coordination and value-based care.

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Casebook logo

Configurable Human & Social Services Software

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Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.

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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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Collaborate logo

Case management software for social service organizations

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Collaborate is social work case management software for victim services, youth programs, family centers, and more. It's used by non-profits and municipal agencies to streamline data collection and reporting, from basic demographics to complex funder reports.

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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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Community CareLink logo

Case management software - from intake to impact.

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Streamline care coordination with Community CareLink. Track outcomes, streamline reporting, and improve efficiency. Book a demo today!

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CaseFlow logo

Cloud-based case management tool for every human service.

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CaseFlow is cloud-based case management software designed for child welfare, low income advocacy, domestic violence, youth support, career development, mental health, clinics, housing, etc. Track client workflows, volunteers, documents, communications, training, transactions, budgets, with reports.

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Exponent Case Management logo

Information systems for social change.

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Designed with mid-to-large Human Services organizations in mind, ECM is designed to drive radically better social impact. Its key features include records management, outcome reporting, referral tracking, compliance and incident tracking.

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FAMCare logo

Case management software for non-profits & government bodies

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FAMCare is a powerful case management solution designed to simplify operations for human service agencies. FAMCare helps agencies track outcomes, improve service delivery, and demonstrate impact to funders.

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AidHound logo

Social work case management solution

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AidHound is a cloud-based social work case management solution designed to help non-profits & municipalities collect data and analyze beneficiaries' activities. Key features include form creation, progress tracking, user management, computed fields, tagging, secure data storage, and reporting.

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SAM logo

Social work, not paperwork.

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SAM is a cloud based CRM for case management designed for adoption and foster care created by InReach Solutions.

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ECINS logo

The world's most collaborative case management system

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ECINS (Empowering Communities with Integrated Network Systems) is the world’s most collaborative case management system. Purpose-built, cloud-based and highly secure, ECINS is used worldwide to improve the lives of vulnerable people and empower the human services practitioners who serve them.

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ClientTrack logo

Powerful, Comprehensive Case Management Solution

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ClientTrack is a comprehensive case management platform for health and human services organizations. By helping organizations de-silo data and establish a single source of truth, ClientTrack empowers you to reduce overall costs while improving outcomes for the people you serve.

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