AgileCase Blog

As someone involved in children and adult social care, you know how unique each case can be. Case officers need flexible tools that capture complex details, support field work, and satisfy local government reporting. Social care organisations need case data flexibility Capture contact, medication, health, wellbeing, associated staff, and interaction types Track emotional and health markers over time to monitor progress Log recommendations and actions to adapt support plans quickly Social care organisations need custom reporting Provide detailed case histories and audit trails Produce performance, wellbeing, and statistical reports required by commissioners Automate report generation and create single-click exports to keep admin manageable Social care organisations need system usability Case officers must access and update cases easily in the office or in the field Back-office teams need to configure custom fields, milestones, and reports without specialist support Multiple workflows across different case types should run inside a single system Truly flexible social care software is rare. Before you commit, check that the system adapts to your needs—not the other way around. Have experience with social care software? Share your thoughts or get in touch.

It all started with a question We know case management works, so why is it only used by lawyers or large institutions? The answer was simpler than we first thought: big organizations had the budget to implement it, while everyone else relied on email or spreadsheets. Working with law firms showed us how process improvement, viewed through the customer lens, drives success. Those firms used case management to streamline work, boost customer satisfaction, and scale confidently. Yet across architecture, retail, automotive, real estate, and finance, few people had even heard of case management. ...

Pen and paper, Excel, and email only get you so far. If you need a secure, scalable way to manage customer data and every piece of work around it, a case management system is the answer. Here’s how to choose one that fits. Start with your features Map existing processes and talk to the people who run them Document requirements, then prioritize them by importance Key features to evaluate Workflow flexibility: Can you customize case types, plans, and events without code? Cloud or on-premise: Understand security, availability, backups, and maintenance tradeoffs Time and billing: Track time, expenses, and invoicing to inform revenue and pricing Customer portal: Secure file sharing and uploads for faster collaboration Import/export: Bring data in easily and take it back out when needed Document management: Centralize documents with templates, email integration, and audit trails Process automation: Automate reminders, follow-ups, and templated communications Budget realistically Feature-rich access for multiple users has a cost—plan for it Cloud options typically include backups, updates, and security in the price Choosing the right case management system comes down to adaptability and total cost. Have experiences to share? Reach out via email or Twitter.