CaseWorks™ Early Intervention Edition software is a unified, role based platform that complements your current system by digitizing intake and referrals, automating document workflows and transition timelines, enabling secure collaboration across teams and partners, and reducing administrative burden so staff can focus more on supporting families.
All CaseWorks editions include the full suite of purpose -built standard features.
CaseWorks Connect mobile app
- Field enablement: mobile access for coordinators to capture notes, signatures, and forms in real time
- Generate and auto-fill forms
- Record audio and video files
- Take photos
- Gather signatures
- Review case documents in the field
- Sync to casefile upon return to office
PC Laptop/Desktop Solution
- Auto-fill forms and packets
- Integrated eSignature functionality
- County attorney specific functionality
- Share, transfer, and own cases
Digitized Intake Referrals
Provide a secure online family referral option and streamlined provider referrals
Unified Document Control
A single, role based workspace with tagging and supervision views, and provider/parent portals
Supports Social Services DocTypes and Workflows:
Adult Services, Children’s Services and Licensing
Compliance & Retention:
Transparent history, reporting and lifecycle management aligned to county policies
Capacity & Consistency
Reduce handoffs and manual follow-ups so staff time shifts from administration to families
Transition Timeline Governance
Date of birth-based milestone (notifications, conferences, referrals) with clear reminders and audit trails.
Secure, integrated partnership
Work alongside your current systems as a secure companion.
How CaseWorks streamlines your day
Ways CaseWorks creates efficiencies
- Files are digitally tagged, tabbed, and shared across teams and units
- Reduce or eliminate physical paperwork and mail handling where paperwork gets lost in the mail
- More time to focus on data accuracy with less manual task
Autofill features reduce redundant typing - Automatic updates – no more screen scraping
- CaseWorks integrates with the county system-of-record and automatically updates data
- Clear and intuitive navigation
- Scanning, case lookup and form generation all in one place
- Immediate sharing and client request eSignatures
- Reduce manual work and redistribute resources to create efficiencies in other areas.
More accurate data and less loss of data
- CaseWorks integrates with the county system-of-record and automatically updates data
- Autofill can accurately fill data with less manual errors
- Files are digitally tagged, tabbed, and shared across teams and units
- Digitally tag document for court hearings
- Immediate sharing and client request eSignatures reduces document mailings back and forth.
- Reduce the need or eliminate physical paperwork than can get misplaced.
- Reduce chances of lost files or images related to manual paperwork.
Effortless Signatures
- Internal eSignature for CSOs and Attorneys and external for citizens
- Digital signature, digital forms and tagged document access for court appearances
- Immediate sharing and client request eSignatures
- No more snail mail for document signing
- Multi-Factor Authentication (MFA) keep signed documents safe.
Keep your team like a well-oiled machine
- Files and forms can be easily shared and transferred across teams, units & among counties that use CaseWorks.
Files are digitally tagged, tabbed, and shared across teams and units - Immediate sharing and client request eSignatures
Allows remote work for outside of office work or remote employees - Scan once, and CaseWorks automatically sends copies of relevant documents to case owners across HHS units
Share documents across organizations even if they don’t use CaseWorks - Invite clients via CaseWorks’ portal to collaborate paperwork.
- Role-based permissions align the right team members for the right content
No Bots
- Full teams for customer onboarding
- No chatbots, we have real humans to help when you need it most.
- Continued training classes for new hires or refreshers
- Quick turnaround on request, means your team isn’t waiting on answers
- Training materials, online videos and more at your fingertips.
- Open hours help desk giving you easy access to quick questions or tips.
What Are the Causes of Social Worker Burnout?
Social workers and caseworkers face a wealth of challenges each and every day — from long hours and mountains of paperwork to emotional moments that
Breaking Down Silos: Improving Collaboration Across Social Services Programs
In many state and local HHS agencies, child welfare, adult services, healthcare programs, and more often operate in separate silos—each with its own systems, workflows,
Promoting Equity in HHS Service Delivery
Equity in service delivery is a foundational principle in Health and Human Services (HHS), ensuring that every individual and family receives the support they need
Visit our other Solutions
CaseWorks Financial Services Edition helps Eligibility Workers administer public assistance programs for food, cash, childcare, and emergency programs so that the people in your community can thrive.
CaseWorks Child Support Edition helps Child Support Investigators and Officers collaborate with County Attorneys on their mission to ensure children a brighter future. Our software is designed to enhance the agency’s teamwork, so children receive the support they need.
CaseWorks Social Edition for Child Welfare supports Social Workers and Case Managers as they compassionately prevent abuse and neglect by empowering families to achieve their highest potential.
CaseWorks Social Edition for Adult/Aging Services supports Social Workers and Case Managers as they compassionately prevent abuse and neglect by empowering families to achieve their highest potential.
CaseWorks Healthcare Edition supports Healthcare Eligibility Workers who help to keep their community healthy. Our software facilitates seamless healthcare assistance application intake & ease in determining eligibility for assistance.
CaseWorks Accounting Edition (ACE) is specifically designed for Health and Human Service Accountants to manage, store, and associate data with your payment related documents.
CaseWorks Workforce Edition partners with employee counselors to help people find and keep meaningful work. Our software streamlines document management so job-seekers and employees are fully supported for interviews and training.
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