--- title: "Best Social Work Case Management Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Social Work Case Management software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/social-work-case-management-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Social Work Case Management Software for small business [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Simplify Social Work Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant.  [Learn more about Sumac](https://www.capterra.com/p/144095/Sumac/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.6 (46)](https://www.capterra.com/p/143681/Collaborate/reviews/) Case management software for social services teams of 5+ staff. Easily manage intakes, services, and funder reports in one place. [Learn more about Collaborate](https://www.capterra.com/p/143681/Collaborate/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.5 (1063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Empower social workers to track services/outcomes in an affordable (starts $20/mo) secure, cloud-based tool. No setup fees or contracts [Learn more about CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling 86% recommend this product 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. [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/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 [Learn more about InfoFlo Impact](https://www.capterra.com/p/96628/InfoFlo/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.7 (15)](https://www.capterra.com/p/235904/FieldWorker/#reviews) Optimize social work with FieldWorker: Streamline case management, improve efficiency, & empower your team. Visit fieldworker.ai.  [Learn more about FieldWorker.ai](https://www.capterra.com/p/235904/FieldWorker/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.3 (20)](https://www.capterra.com/p/55008/FAMCare-Human-Services/reviews/) Case management software for social work teams to manage intakes, care plans, referrals, and outcomes with a complete client history. [Learn more about FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Improve service delivery and outcomes for clients with Casebook. Streamline workflows, collaborate, manage cases and report easily. [Learn more about Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.3 (47)](https://www.capterra.com/p/223060/PlanStreet/reviews/) PlanStreet simplifies social work case management with intuitive tools for better tracking, reporting, and improving client outcomes. [Learn more about PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.5 (90)](https://www.capterra.com/p/190479/Nookal/reviews/) Allied Health and Healthcare Practice Management Software that helps automate bookings, clinical notes, manage schedules, and more. [Learn more about Nookal](https://www.capterra.com/p/190479/Nookal/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling [4.6 (2828)](https://www.capterra.com/p/130710/SimplePractice/reviews/) HIPAA compliant practice management solution that helps businesses manage scheduling, clients, payments, calendars, and more. [Learn more about SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Social Work Case Management features reviewers most value Case Notes Client Management Document Management Forms Management Goal Setting/Tracking Program Management Referral Management Reporting/Analytics Scheduling 80% recommend this product ## 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 (81) 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/)