Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it.