Notehouse

Why Teams Trust Notehouse

See how Notehouse helps nonprofits, social workers, and educators keep client notes, deadlines, and documents organized.

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Why Notehouse?

Intuitive

Our simple and user-friendly interface makes it easy to learn and use, with no training required.

Narrative-Based

Keep track of conversations, appointments, and meetings with clear, searchable narrative notes that tell the whole story.

Collaborative

Work seamlessly as a team by sharing notes and updates in real time, so everyone stays informed and aligned.

Organized

Stay on top of the details with sticky note-style reminders and a powerful labeling system that keeps everything at your fingertips.

Customizable
Adapt the platform to your needs with unlimited tags and flexible workflows that let you track exactly what matters to you.

Secure

We prioritize your data with HIPAA compliance, advanced encryption, and safeguards that keep sensitive information protected.

Notehouse client story view

Keep every client's story in one clear view

Notehouse brings notes, files, and key details together so anyone on your team can quickly understand what's going on with a client. See a complete timeline of notes, files, and activity for each client in one profile, track progress over time with a running case history, and configure case list columns so staff can spot risk, status, or follow-up at a glance.

Notehouse deadline tracking

Never miss a deadline, follow-up, or critical date

You already juggle a lot. Notehouse makes sure important dates don't get buried in emails or sticky notes. Record court dates, check-ins, renewals, and other key milestones in each case, see upcoming dates across all cases, and set in-app and email alerts for critical deadlines and follow-ups.

Notehouse note-taking

Take better notes, faster – during real conversations

Notehouse is built for people who are talking to clients, not sitting behind a desk all day. Capture notes in plain language and find them instantly with full-text search, attach documents and media directly to notes, and standardize tags so your entire team can categorize notes the same way.

Notehouse security features

Share what matters, protect what's sensitive

You work with highly sensitive information. Notehouse is designed to keep it safe while still letting teams collaborate. HIPAA-ready platform with role-based permissions, multi-factor authentication, and audit logs that track who viewed or changed what, and when.

Notehouse quick setup

Set up in hours, not months

You don't need a consultant or a six-month rollout. Notehouse is straightforward to launch and adapt as you grow. Import existing client and case data from CSV, customize fields, tags, and views without relying on IT, and iterate on your workflows easily as programs or reporting needs change.

Powerfully Simple Case Management You'll Actually Use

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Notehouse

Case Management Software for nonprofit leaders, counselors, managers, and social workers.

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