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Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 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! AI Solutions - Administrative With these tools, you can easily...
by Casebook Editorial Team 13 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 20 min read

Best Practices

The Ultimate Guide to Grant Funding Success

UPDATED for 2024: Discover best practices to securing grant funding with our comprehensive guide. From identifying opportunities to crafting winning proposals, we cover everything you need to succeed.

Download now and start your journey towards grant funding success.

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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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 efforts are made readily available....
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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. 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 efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration.
by Patrick Stewart 9 min read

Dynamic Fields

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to r...
In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... 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 child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.”
by Ilana Novick 10 min read

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