Casebook PBC

Casebook PBC Technology Software for Human Services Organizations

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

If you're considering a new software as a service (SaaS) solution for your human services organization, you've probably come across this question: Single or multi-tenancy?

Casebook Blog Casebook PBC Software for Human Services Organizations

What's the Right Software for Your Human Services Organization?

As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies...

Casebook PBC Best Practices Education Grant Writing

The Importance of Project Management

The Importance of Project Management We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is...

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Using Casebook's API to Connect your Human Services Technology

Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such...

Casebook PBC Compliance Technology

Casebook's Adaptive Model Of Support

One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or...

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12 Days of Casebook

A New Tradition “Why is it only one day of giving?” was an interesting question that came up in our planning for Giving Tuesday. As a public benefit corporation, Casebook prides itself on giving back. So this holiday season, we’re kicking off a new tradition: "12...

Casebook PBC Best Practices COVID

Continuing To Grow Your Nonprofit Through COVID

From here on out there will be even more challenges to providing care to communities.

Casebook PBC Best Practices Technology

Features & Benefits: Helping the Helpers with Casebook Technology

After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their...

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Increasing Productivity With Casebook

A Home For Your Data Casebook’s software allows human service providers and other agencies the opportunity to take the documentation that you have and organize it onto our platform so that it may be available at all times. Many software solution platforms also...

Mobility Casebook PBC Best Practices Technology

Dynamic Fields

When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two...

Casebook PBC Best Practices Compliance Technology cb Reporting

cb Reporting: Data That Matters

Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and...

Casebook PBC Security Technology

Casebook Security: Passwords, Permissions & Encryption

Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their...

Casebook PBC Best Practices Product Technology

cb Engage: Case management software that brings it all together.

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...

Casebook PBC Best Practices


Casebook: Empowering teams during challenging times

Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that...

Casebook PBC


Casebook Software Solutions are CCWIS Ready

Casebook Solutions  for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as...

Casebook PBC


What Being a Certified B Corp Means to Us

Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B...