--- title: "Best Social Work Case Management Software with Case Notes | Capterra" description: "Compare the best Social Work Case Management Software with Case Notes. Explore top-rated software backed by real user reviews 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 65 products. ## [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Rating: 4.6 out of 5 (2827 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 --- ## [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Rating: 4.5 out of 5 (1062 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 --- ## [Carepatron](https://www.capterra.com/p/195467/Care-Patron/) Rating: 4.4 out of 5 (858 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 --- 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. ## [Filevine](https://www.capterra.com/p/140815/Filevine/) Rating: 4.4 out of 5 (287 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: 82% of reviewers --- ## [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Rating: 4.2 out of 5 (226 reviews) Bonterra Apricot is a secure, flexible, and easy-to-use case management solution for nonprofits of any size. ### Social Work Case Management features reviewers most value - Case Notes: Available - Client Management: Not available - Document Management: Available - Forms Management: Available - Goal Setting/Tracking: Available - Program Management: Available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available --- ## [Astalty](https://www.capterra.com/p/274996/Astalty/) Rating: 4.8 out of 5 (200 reviews) NDIS software for Australian disability service providers. Scheduling, compliance, invoicing, and support coordination in one platform. ### 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: Not available - Scheduling: Available Likelihood to recommend: 93% of reviewers --- ## [Amicus Attorney](https://www.capterra.com/p/80199/Amicus-Attorney/) Rating: 3.7 out of 5 (199 reviews) Amicus Attorney is legal practice managemenr tool that helps law firms manage calendaring, organize client files, track time, and more. ### 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 --- ## [Owl Practice](https://www.capterra.com/p/160519/OwlPractice/) Rating: 4.5 out of 5 (177 reviews) Owl Practice is a secure and PIPEDA-compliant practice management solution built in Canada, for Canadian mental health professionals. ### 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: 81% of reviewers --- ## [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/) Rating: 4.7 out of 5 (132 reviews) SmartAdvocate is legal case management software that organizes documents and communication with customizable features and AI tools. ### 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: Not available - Referral Management: Available - Reporting/Analytics: Available - Scheduling: Available Likelihood to recommend: 92% of reviewers --- ## [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 --- ## 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 (65) 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/)