Employment & Workforce Development Case Management Software

Empower Workforce Agencies & Programs with a Smarter, More Connected Solution

A Comprehensive, Cloud-Based Workforce Development Platform

Our workforce development case management software is built for organizations that help individuals secure employment, upskill, and navigate career pathways.

Designed for local workforce agencies, nonprofits, educational institutions, and private workforce programs, our platform streamlines case management, simplifies compliance reporting, and enhances participant engagement—all in one easy-to-use system.

This is Casebook, a scalable and mobile-ready case management software that’s purpose-built for human services yet configures to your unique needs. 

Streamline Your Case Management System

Bring it all together. Automate routine tasks, and gain valuable insights through data analytics. With Casebook’s user-friendly interface, your team can easily collaborate and access critical information, fostering seamless communication and decision-making.

casebook software for schools

Smarter Workforce Case Management

Seamlessly manage participants, case notes, assessments, and referrals in a centralized, cloud-based platform that improves efficiency and outcomes.

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Real-Time Compliance & Reporting

Track, measure, and report on workforce program success with powerful analytics and built-in compliance tools.
improve communication with casebook human services software

Participant Engagement & Collaboration

A connected approach to workforce development ensures better engagement, retention, and success.

Individual Employment Planning & Goal Tracking

Help participants set and achieve meaningful career goals with structured, guided pathways.

Working Wardrobes customized Casebook’s platform to meet its exact needs, making adjustments as needed in real-time, which has improved their overall client service.

See What Casebook Can Help You Accomplish

Customizable intake workflows capture demographic data, employment barriers (e.g., transportation, childcare), and program eligibility.
Instantly determine which workforce services participants qualify for, reducing manual effort and expediting enrollment.
Evaluate job readiness, career interests, and skill gaps to connect participants with the right programs and services.
Generate standard workforce program reports (WIOA, TANF, SNAP E&T) with ease and build custom dashboards for real-time insights.
Securely store case notes and participant records to meet stringent state and federal reporting requirements.
Communicate with participants via secure messaging, SMS, and email to provide updates, send reminders, and share resources.
Enable case managers and participants to define career objectives and map out steps to achieve them.
Assign tasks like resume workshops or training sessions, ensuring participants stay on track toward employment success.

"User Friendly Case Management Software"

“Tracking cases, services and providing the monthly data for supervisors and grant requirements.”

Kevin B.

Lancaster City Schools – District Social Worker & Supervisor
4.5/5

"Casebook is a game changer"

“We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests.”

Shannon Wegner

Arrows Family Services – Executive Director
5/5

"Easy to Use"

“I have a secure place to store all of my client files.”

Brianna Racchini

Triad Ladder of Hope – Executive Director
4.5/5

"Casebook is amazing"

“The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively.”

Warren C. R.

RPS Counselor
5/5

"Casebook is the best"

“The customer service is amazing and the platform is user friendly”

Daphine Jack

The Prevention Zone – CEO
5/5

See What Our Loyal Customers Say

“Casebook is a game changer”
5/5

Shannon Wegner

Arrows Family Services – Executive Director

Discover the Transformative Power Casebook Can Provide to Your Organization

READ THE LATEST FROM CASEBOOK

Get In Contact With Us

We’re here to help you change the face of human services with better case management software. Contact our team to learn more.