From intake to outcomes, Notehouse helps your agency manage cases efficiently while keeping sensitive client information secure.
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Keep notes, documents, and case history together in one profile so anyone on your team can understand a client's situation at a glance.
Track court dates, check-ins, renewals, and follow-ups across all your cases so nothing falls through the cracks.
Role-based permissions let your team collaborate while controlling who can see and edit sensitive records.
Encryption, audit logs, and access controls keep your agency compliant and your clients' data protected.
See how Notehouse can simplify your workflow.
Sign up in 30 seconds — no credit card required. Your trial includes every feature, full HIPAA and GDPR compliance, and unlimited caseworkers.
Upload client records from CSV, Excel, or your legacy system. Set up your team with role-based permissions so each caseworker sees the right records.
Create a client profile, upload documents, and write your first case note. Set a deadline reminder and see how everything stays connected in one record.
A+, 5 Stars, So easy to use
Excellent. No complaints. I appreciated the HIPAA update for our clients. The pros are it's easy to navigate! I appreciate being able to attach screenshots and add important dates.
Bree B.
Housing Case Manager
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
Great product!
The software is very user-friendly. It makes doing my job a lot easier! I have had nothing but a positive experience!
Nicole K.
Social Worker
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
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
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
Start your free trial and see why human services teams choose Notehouse.
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4.7 stars from 101 customers reviews
Case Management Software for nonprofit leaders, counselors, managers, and social workers.
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