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How To Create a Client Intake Process Flow Chart

Intake is arguably the most critical aspect of the social work process. It gives you a chance to identify the client's needs, limitations, and case management goals.
by Trevor Norkey 1 min read

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and...
by Sade Dozan 2 min read

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive!
by Casebook Editorial Team 1 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 2 min read

Best Practices

How To Build Healthy Relationships With Funders

In previous posts, we’ve reviewed best practices regarding grantwriting and communicating your story to funders. We’ve even talked about the importance of third-party validation. Another key to success is understanding how to build stronger relationships with funders. Funders co...

Secure Your Funding Pt. 3 — Emphasis On The Data

So far, we’ve reviewed watchdog sites’ standards, detailing indicators for a nonprofit’s success, and articulating metrics. What do all of these have in common? DATA! Ratings, program development, case-making…all are driven by a drumbeat of qualitative and quantitative data. How the public v...

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits...

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

In the previous post, we touched on how capacity-building grants are identified and developed in an effort to better position organizations for growth. Now, we’ll review the power of capacity-building g...

by Sade Dozan4 min read

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Latest Blogs

7 Must-Have Case Management System Features

Working in the human services sector can be complicated and overwhelming, which is why many organizations use case management systems. These platforms and apps help improve case management practices b...
by Trevor Norkey 1 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're proba...
by Andrew Pelletier 2 min read

Connect with Your Clients: A Guide to Using Case Management Software

Intro Optimizing Client Relationships: Selecting Case Management Software The Power of Human Services Client Management Software Personalized Support Improved Communication Stronger Relationships Empo...
by Casebook Editorial Team 2 min read

10 Key Questions to Ask Yourself When Evaluating Nonprofit Client Management Systems

From time to time, nonprofits with human and social service missions need to upgrade or completely overhaul their client management systems, also commonly known as a case management system or nonprofi...
by Casebook Editorial Team 2 min read

Casebook's Dynamic Pages Now Extend to the Person Profile

Casebook is a powerful tool that offers organizations the ability to customize and tailor their data management system to suit their specific needs. We understand that organizations using Casebook oft...
by Ben Belanger - Senior Product Manager 2 min read

Maximizing Your Impact: How Nonprofit Software Can Streamline Operations for Human Services Organizations

Nonprofit organizations providing human services face a multitude of challenges when managing their operations. From tracking clients and their needs to reporting on program outcomes, these organizati...
by Casebook Editorial Team 1 min read

4 Reasons Why Tracking Outcomes at Your Human Services Nonprofit is Critical

The debate between program-centric and client outcomes measurement is an old one. But now, technology created by human services software providers like Casebook is helping to narrow the divide and emp...
by Casebook Editorial Team 1 min read

Why Streamlined Documentation Matters: Using Software for Schools

Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable c...
by Sade Dozan 1 min read

Single vs Multi-Tenant SaaS Architecture for Your Human Services Organization

The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private ent...
by Brian Johnson 1 min read

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