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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

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 thri...
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 proba...
by Andrew Pelletier 2 min read

3 Things to Look for When Choosing Your Nonprofit Management Software

If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative s...
by Brian Johnson 2 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

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...
by Patrick Stewart 2 min read

Why Organizations are Choosing Configurable vs. Customizable Software

Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables...
by Brian Johnson 1 min read

How Can Configurable Technologies Help Human Service Agencies Support Changes in Policy and Practice?

In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative r...
by Ryan Williams 1 min read

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 approac...
by Meagan Cooke 3 min read

Increasing Productivity With Casebook

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...
by Ryan Williams 1 min read

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