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Top Rated Social Work Case Management Software with Microsoft outlook

Last updated: May 2026

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18 software options

Casebook logo

Casebook

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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NewOrg logo

NewOrg

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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SimplePractice logo

SimplePractice

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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InfoFlo logo

InfoFlo

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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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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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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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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Prevail Case Management System logo

One-Stop Disability & Injury Case Management Software

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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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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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CasePacer logo

Personal injury case management software.

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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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StriveDB logo

Case database for victim service organizations

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StriveDB is a case management database designed for victim service organizations that support survivors of violence and sexual assault. The platform includes built-in support for VOCA, VAWA, and FVPSA grant reporting, along with features for tracking client services, scheduling appointments, managing counseling sessions, and coordinating follow-ups. The system offers customizable data collection, role-based access controls, calendar integration, and data encryption to maintain confidentiality.

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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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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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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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Enquire logo
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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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Astalty logo
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NDIS software for scheduling, coordination & compliance.

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Astalty is NDIS business software built for Australian disability support providers. Manage scheduling, rostering, support coordination, participant records, invoicing, and compliance, all in one place.

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