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Social Work Case Management
Small business

Top Rated Social Work Case Management Software with Small business - Page 2

Last updated: September 2026

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Referral Management

Compliance Management

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Program Management

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Microsoft Outlook

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QuickBooks Online Advanced

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38 software options

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MyCaseRecords

3.3

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Case management for behavioral health professionals

Web-Based Case Management Software for Substance Abuse Treatment, Mental Health and Behavioral Health facilities. Offers online automated reports and forms including client profiles, assessment, treatment plan, progress notes, group notes and discharge summary.

Healthie

4.4

(124)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

HIPAA compliant health records for providers

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.

Nookal

4.5

(90)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Health and Therapy Practice Management

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

Casebook

4.2

(86)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Configurable Human & Social Services Software

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.

Carepatron

4.4

(859)

487

281

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The healthcare workspace for small teams and their clients.

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

Bonterra Apricot

4.2

(226)

110

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Case management software for nonprofits of any size

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.

Amicus Attorney

3.7

(199)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Legal case management solution for attorneys.

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.

QUALO

(0)

Software for Quality Life Outcomes

QUALO is a cloud-based software solution designed to collect and report on critical data for those in the health and human services field. With QUALO, users gain access to workflows, tool library, and alerts. Dashboards and reports provide easy to interpret insights for enhanced decision making.

iSTEDY-LMS

(0)

LINC Courses, Information, Orientation, Employment Session,

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.

NETVie

(0)

Cloud-based patient management tool for disability homes.

NETVie is a cloud-based patient management platform which helps professionals in structures that support people with disabilities. It is personalized according to the structures (disability home, MAS, medico-social establishments) and adapts according to each of them. The platform manages many useful functions in the management of your computer file: personalized project management, SERAFIN-PH, administrative, organization of weekly activities, daily educational transmissions, and daily support.

SocialNote

(0)

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.

Mareto

(0)

Case management software for social services

Mareto is case management software designed for social service organizations in Canada. The platform combines intake, case management, shelter operations, outreach, and reporting capabilities into a single system that can be customized for various sectors including housing, mental health, child welfare, and employment services. The software features encrypted data hosting on Canadian servers and includes collaboration tools, customizable workflows, and dashboard reporting.

CitizenOne

(0)

Case management system for social services

CitizenOne streamlines social work case management by centralizing client intake, tracking interventions, and improving collaboration. Its intuitive platform helps agencies manage cases efficiently, ensure compliance, and focus on delivering better outcomes for clients and communities.