--- title: "Best Social Work Case Management Software with Case Notes | Capterra" description: "Find the best Social Work Case Management Software with Case Notes. Compare top solutions rated by real users on Capterra." source_url: "https://www.capterra.com/social-work-case-management-software/features/case-notes/" page_type: "feature" language: "en" --- # Best Social Work Case Management Software with Case Notes Showing 10 of 68 products. ## [Sumac](https://www.capterra.com/p/144095/Sumac/) Rating: 4.4 out of 5 (132 reviews) Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [Collaborate](https://www.capterra.com/p/143681/Collaborate/) Rating: 4.6 out of 5 (46 reviews) Case management software for social services teams of 5+ staff. Easily manage intakes, services, and funder reports in one place. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [InfoFlo Impact](https://www.capterra.com/p/96628/InfoFlo/) Rating: 4.5 out of 5 (101 reviews) Case Management made simple so you can focus on your non profit. Get a fully customized system to fit your needs at an affordable price ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. ## [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Rating: 4.5 out of 5 (1063 reviews) Empower social workers to track services/outcomes in an affordable (starts $20/mo) secure, cloud-based tool. No setup fees or contracts ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available Likelihood to recommend: 86% of reviewers --- ## [NewOrg](https://www.capterra.com/p/124958/NewOrg-Management-System/) Rating: 4.8 out of 5 (76 reviews) Complete Client/Case Management for Nonprofits with complex programs. Unparalleled support from a Certified Public Benefit Corporation ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) Rating: 4.3 out of 5 (47 reviews) PlanStreet simplifies social work case management with intuitive tools for better tracking, reporting, and improving client outcomes. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) Rating: 4.3 out of 5 (20 reviews) Case management software for social work teams to manage intakes, care plans, referrals, and outcomes with a complete client history. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Rating: 4.6 out of 5 (2828 reviews) HIPAA compliant practice management solution that helps businesses manage scheduling, clients, payments, calendars, and more. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Not available - Goal Setting/Tracking: Available - Program Management: Not available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available Likelihood to recommend: 80% of reviewers --- ## [Carepatron](https://www.capterra.com/p/195467/Care-Patron/) Rating: 4.4 out of 5 (860 reviews) Carepatron is a beautiful, easy, and affordable practice management software built for healthcare teams and the people they serve. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Not available - Program Management: Not available - Referral Management: Not available - Reporting/Analytics: Available - Scheduling: Available --- ## [Filevine](https://www.capterra.com/p/140815/Filevine/) Rating: 4.4 out of 5 (296 reviews) The ultimate legal tech stack trusted by over 125,000 professionals. Get a 1:1, customized demo. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Not available - Program Management: Not available - Referral Management: Not available - Reporting/Analytics: Available - Scheduling: Not available Likelihood to recommend: 81% of reviewers --- ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (68) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews AI Copilot Case Notes Client Management Document Management Forms Management Generative AI Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling Volunteer Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Human Services Software](https://www.capterra.com/human-services-software/)[Legal Case Management Software](https://www.capterra.com/legal-case-management-software/)[Patient Case Management Software](https://www.capterra.com/patient-case-management-software/) I'm looking for Social Work Case Management Software that is: [Free](https://www.capterra.com/social-work-case-management-software/s/free/)[For Small Businesses](https://www.capterra.com/social-work-case-management-software/s/small-businesses/)