Freedom251 › Case Management Software
Social Work Portal
What Social Work Portal is
Social Work Portal’s Case Management Hub is cloud-based case management software for social workers, case managers, therapists, counselors, nonprofits, and human services organizations. Client profiles can contain demographics, notes, custom fields, files, referrals, forms, goals, and program participation. Digital intake forms and assessments support signatures, uploads, and mapping responses into records. Teams can create progress notes, reusable templates, and group notes. Scheduling includes task assignment, reminders, recurring responsibilities, calendars, appointments, notifications, and upcoming-activity visibility. Custom reports use client fields, forms, programs, notes, services, and outcomes, with Excel or PDF export. The platform is available on the web, Android, and iOS, with responsive access for phones, tablets, and desktops. Security measures include encryption in transit and at rest, role-based accounts, activity logging, and automatic logout after 15 minutes. It is paid, has no free plan, and offers a 21-day trial for up to 10 users.
Who it suits
It suits social-service teams and human-services organizations managing client records, forms, documentation, scheduling, and reporting. Mobile and responsive access support work across phones, tablets, and desktops.
What it does well
- Supports unlimited clients and programs at no extra cost
- Includes digital intake forms and assessments
- Provides scheduling, reminders, and task assignment
- Exports custom reports to Excel or PDF
- Offers Android, iOS, and web access
What to know first
- No free plan is listed
- Trial lasts 21 days and allows up to 10 users
- Each account includes 5GB storage
- Subscription pricing is available by quote
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Case Management Hub subscription | Pricing available by quote · month-to-month or annual subscriptions · 1 user license included · 5GB storage included | On request |
As socialworkportal.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Case Management Hub brings records, forms, notes, scheduling, reporting, and security controls into one cloud service. Prospective customers should weigh the quoted subscription, trial limits, and included storage against their team’s needs.
Facts from Social Work Portal's own pages
- Audit trail
- Yes · socialworkportal.com, 21 Sept 2026
- Client records
- Client profiles can store demographics, notes, custom fields, files, referrals, forms, goals, and program participation. · casemanagementhub.org, 11 Oct 2026
- Compliance
- The vendor says Case Management Hub is HIPAA compliant and describes compliance measures for GDPR, PIPEDA, Australia’s Privacy Act, and PCI-DSS; it notes that using the platform does not make a customer organization compliant by itself. · socialworkportal.com, 11 Oct 2026
- Custom case fields
- Yes · socialworkportal.com, 21 Sept 2026
- Deployment
- cloud · socialworkportal.com, 21 Sept 2026
- Documentation
- Teams can create progress notes, custom note templates, and group notes linked to client records. · casemanagementhub.org, 11 Oct 2026
- Forms and assessments
- The platform supports digital intake forms and assessments, signature collection, file uploads, and mapping form responses to client records. · casemanagementhub.org, 11 Oct 2026
- Free plan
- No · socialworkportal.com, 21 Sept 2026
- Headquarters
- San Jose, California · socialworkportal.com, 28 Sept 2026
- Case intake forms
- Yes · socialworkportal.com, 21 Sept 2026
- Integrations
- The opened vendor pages describe Excel data import and Excel or PDF exports but do not specify named third-party product integrations. · socialworkportal.com, 11 Oct 2026
- Maker
- The security page identifies the operator as Airiodion Group LLC, doing business as Social Work Portal and Case Management Hub. · socialworkportal.com, 11 Oct 2026
- Mobile access
- The vendor says the responsive software is optimized for phones, tablets, and desktops. · socialworkportal.com, 11 Oct 2026
- Purpose
- Social Work Portal describes Case Management Hub as cloud-based case management software for social workers, case managers, therapists, counselors, nonprofits, and human services organizations. · socialworkportal.com, 11 Oct 2026
- Reporting
- Custom reports can use client fields, forms, programs, notes, services, and outcomes, and data can be exported to Excel or PDF. · casemanagementhub.org, 11 Oct 2026
- Reporting dashboards
- Yes · socialworkportal.com, 21 Sept 2026
- Scheduling and tasks
- The software includes task assignment, reminders, recurring responsibilities, a calendar, appointment scheduling, notifications, and upcoming-activity visibility. · casemanagementhub.org, 11 Oct 2026
- Security
- The vendor says the platform encrypts sensitive data in transit and at rest, uses unique user accounts and role-based access, logs user activity, and automatically logs users out after 15 minutes of inactivity. · socialworkportal.com, 11 Oct 2026
- Storage and client limits
- Each account includes 5GB storage, supports unlimited clients and programs at no extra cost, and allows storage upgrades; the vendor states there is no limit on uploaded documents. · socialworkportal.com, 11 Oct 2026
- Support
- The vendor says onboarding resources and ongoing support are included with a subscription, with technical support available by email, phone, or Zoom. · socialworkportal.com, 11 Oct 2026
- Trial limits
- The free trial lasts 21 days and allows up to 10 users. · socialworkportal.com, 11 Oct 2026
- Workflow automation
- Yes · socialworkportal.com, 21 Sept 2026
Where Social Work Portal stands on Freedom251
- Case Management Software#39 of 177