Casebook vs. Sumac

Built for today’s human services leaders, Casebook empowers social work nonprofits and government agencies to manage everything from intake, case management, reporting—and more, with intuitive tools that streamline workflows, surface real-time data, and support better outcomes. Our configurable platform centralizes tracking, reporting, and communication to reduce operational costs and strengthen team collaboration, Casebook is designed to help you do more, with less complexities and more insights.

Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. **What You Can Do with Sumac** - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place.