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Top Rated Social Work Case Management Software with Task management

Last updated: October 2026

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50 software options

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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InfoFlo Impact 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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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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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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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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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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Nookal logo

Health and Therapy Practice Management

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Nookal is a comprehensive practice management solution designed to streamline clinic operations, improve client experiences, and boost efficiency.

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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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FieldWorker logo

Everything to deliver great care in one place

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FieldWorker is social work case management software that helps social workers manage clients, assessments, goals, case notes, referrals, tasks, documentation and reporting. Access real-time client information, streamline workflows and spend more time supporting people.

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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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Astalty logo

NDIS software built for Australian disability providers.

Astalty is NDIS software for Australian disability service providers. Trusted by 1,500+ businesses, it handles scheduling, rostering, support coordination, participant records, invoicing, and compliance in one platform. Built for the NDIS, not adapted from generic software.

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SmartAdvocate logo

Cloud-based legal practice management tool for lawyers.

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.

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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My Junna logo

Client management software

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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My Best Practice logo

Software for managing healthcare operations and records

My Best Practice, the EHR for evidence-based clinicians, simplifies creating and maintaining client accounts, scheduling appointments, managing client information, billing, and more.

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VobeSoft logo

No-code Business Software

VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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Prevail Case Management System logo

One-Stop Disability & Injury Case Management Software

Prevail is server-based software with many time-saving features like integrated calendaring, statute tracking, SSA and VA disability processes, SMS/Texting, document merge, scanning, evidence tracking, reporting and dashboard analytics. Anyone can build software - it's the automation that matters.

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BehaveHealth Platform logo

EHR, CRM, RCM & ERP solution for behavioral health providers

Behave Health is a cloud-based EHR platform designed to help behavioral health providers and treatment centers handle patient admissions, clinical operations, scheduling, medications, notes, pharmacy logistics, and more. Administrators can create events by choosing a date, time or location.

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Owl Practice logo

Practice Management Software for Mental Health Practitioners

Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners automate their admin tasks with secure and compliant features.

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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CasePacer logo

Personal injury case management software.

CasePacer is a personal injury case management software that helps law firms streamline operations related to document creation, time tracking, billing, and more. It enables staff members to create a case database with details including medical evaluations, economic loss, and insurance.

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Exponent Case Management logo

Information systems for social change.

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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Foothold logo

Human services software for behavioral health and I/DD.

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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Ventus Rex Peer Recovery Platform logo

Peer Recovery Platform

Rex is a SaaS practice management platform for non-profits offering peer coaching. It enables providers to scale their reach, increase their impact and manage their program budgets. Real-time data and high customization allow coaches to make informed decisions and improve their services.

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CaseFlow logo

Cloud-based case management tool for every human service.

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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