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What is Exponent Case Management?

At the core of our vision for social transformation lies the reimagining of the connection between nonprofits and the data they utilize. By providing specialized Salesforce consulting, we aim to amplify your organization’s efficacy and expand its reach within the sectors of human services, philanthropy, and education. Nonprofits in the social services sector frequently face substantial administrative hurdles that can impede their missions. The pressure to deliver clear, data-driven outcomes for various funders can be overwhelming, particularly when dealing with fragmented databases that complicate tracking and analysis. Our integrated solutions are crafted to consolidate your data throughout the organization, enabling you to effectively measure your impact across different dimensions, such as programs, fundraising efforts, and overall administrative functions. With a wealth of experience in developing tailored solutions for human services, we proudly present Exponent Case Management, an advanced case management platform that features sophisticated workflow functions, valuable analytics, and a user-friendly interface designed for seamless interoperability with other systems. This forward-thinking approach not only reduces administrative strains but also empowers organizations to concentrate on their core missions with greater efficiency. In embracing such innovative tools, nonprofits can navigate challenges with confidence and drive meaningful change in their communities.

What is Casebook?

Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization.

Media

Media

Integrations Supported

Box
DailyPay
Gmail
Google Calendar
Jotform
QuickBooks Online
Salesforce
Universal Background Screening
Zapier

Integrations Supported

Box
DailyPay
Gmail
Google Calendar
Jotform
QuickBooks Online
Salesforce
Universal Background Screening
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Exponent Partners

Date Founded

2005

Company Location

United States

Company Website

www.exponentpartners.com

Company Facts

Organization Name

Casebook

Date Founded

2007

Company Location

United States

Company Website

www.casebook.net

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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