Notehouse

Community Case Management Software Made Simple

Notehouse is community case management software that helps organizations track the people they serve, document services, and show the impact of their programs, all without a steep learning curve.

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St. Aidan's SocietyBy Peaceful WatersRosenberg Housing AuthorityRenew HopeSan Diego County Office of EducationSenior LifeCare ConsultantsSt. Augustine PrepThe Teen ProjectSalute to Home
St. Aidan's SocietyBy Peaceful WatersRosenberg Housing AuthorityRenew HopeSan Diego County Office of EducationSenior LifeCare ConsultantsSt. Augustine PrepThe Teen ProjectSalute to Home

Tools That Fit Your Community's Needs

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Client-Centered Approach

See the full picture for every person you serve with notes, documents, and case history in one profile.

Flexible Tagging & Categories

Organize clients by program, service type, or any category that matches the way your organization works.

Easy Reporting

Use custom fields to capture outcomes and export data for funders, boards, and stakeholders.

Fast Onboarding

Get your team started quickly with an intuitive interface that requires no training or technical background.

See how Notehouse can simplify your workflow.

Get Started in 3 Steps

Tools That Fit Your Community's Needs
1

Create your free account

Sign up in 30 seconds — no credit card, no contracts. Your 14-day trial includes every feature and unlimited staff and volunteer accounts.

2

Add your participants

Import your participant list from a spreadsheet or add people as they walk in. Invite your team and volunteers with the access levels that make sense.

3

Record your first service

Log an interaction, tag it by program, and attach any supporting documents. You'll immediately see how Notehouse keeps everything organized and reportable.

Community Case Management Software That Stays Out of Your Way

Built around the people you serve

Notehouse is community case management software that gives every participant a single, clear profile with notes, documents, and service history. Community organizations use it to track who they serve and what support each person has received, all without a steep learning curve.

Organize services your way

Tag and categorize clients by program, service type, or anything else that matches how your organization works. Flexible records mean your reporting reflects reality instead of forcing your work into someone else's template.

Secure records, simple access

Notehouse protects client data with encryption, role-based permissions, and audit logging, and it is HIPAA-compliant and GDPR-compliant. Give staff and volunteers exactly the access they need, and nothing more.

Affordable and quick to adopt

Start a free 14-day trial with no credit card, import your participant list in an afternoon, and explore the full feature set. Visit the pricing page for plans that fit community and volunteer-run budgets.

Hear from Community Organizations
5 stars

The best ever!

It's super functional and easy to use and it meets all of our needs! The pros of Notehouse is the price! as a nonprofit we don't have a lot of funding so this is perfect. It's also very user-friendly.

Marina N.

Client Services Coordinator

5 stars

Notehouse served us very well

We are extremely pleased with our overall experience and the customer service helpfulness and timely communication with us. Very user friendly, not complicated system that provided documentation and information storage necessary.

Kristie I.

Executive Director

5 stars

Amazing software!

Notehouse has been a lifesaver for our small nonprofit! We have so appreciated the support and guidance, and how easy it has been to navigate and use! Best software for notetaking and data management out there!

Rebecca D.

Director of Advocacy

5 stars

Notehouse gets it done

We are a small regional nonprofit serving the homeless population with prevention. We use Notehouse to track intake information, needed documents, and outcomes. It's simple, but user-friendly. Using it doesn't interfere with the work. You can make changes as your work evolves and create reports easily to capture the data you need. There is a minimal learning curve, and it is economical for a tiny nonprofit like it.

Carolyn A.

Executive Director

5 stars

Grateful I found Notehouse

My overall experience with notehouse was/is Great! I am happy to have found this software for my business/Case Management needs. What I like most about Notehouse is the fact that it seemed to be a good for for my organization. Being a small coaching and consulting firm, the case management software fit our organizational needs, as well as the price points that fit into budget. It was also easy to use.

Toya M.

Chief Purpose Officer

5 stars

Love Notehouse!

I love it and recommend it to my colleagues all the time, it's so easy to use and the pricing is fair. Customer support is fantastic.

Jill B.

Licensed Clinical Social Worker

Questions & Answers

Yes. Notehouse uses end-to-end encryption, role-based access controls, and audit logging to protect your data. Notehouse is HIPAA and GDPR compliant, and a Business Associate Agreement (BAA) is available if needed.
Yes. Notehouse supports CSV and Excel imports, so you can bring over your existing records quickly. Most organizations are up and running within an afternoon.
Spreadsheets become unmanageable as your organization grows. Notehouse gives you searchable records, team-wide access, secure storage, and easy reporting — without the complexity of enterprise case management systems.
Yes. Notehouse offers a free 14-day trial and affordable pricing built for small teams. There are no setup fees and no long-term contracts. Visit the pricing page for details.
Yes. Notehouse runs in any modern browser, so your team can access records, add notes, and check schedules from any device — no app download required.
Yes. Notehouse supports multiple users with role-based permissions. You can give volunteers and staff different levels of access to client records based on their role.

Empower Your Community Organization

Start your 14-day free trial. No credit card required.

Try Notehouse 14 days free

Guides & Resources

Powerfully Simple Case Management You'll Actually Use

Try Notehouse 14 days free
Stars

4.7 stars from 101 customers reviews

Notehouse

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

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