Fragmented workflows
Cases, messages, documents, and schedules live in different places. Workers lose hours reconciling information instead of supporting clients and families.
Manage casework. AI automation and help. Learn from every case.
CareTrack helps social service agencies replace scattered spreadsheets and lost emails with one platform, staff and client and family portals connected by communications, AI-assisted workflows, and a knowledge base that grows with your team.
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Social services deserve better than scattered tools
Frontline teams carry enormous responsibility—yet too often the systems they use work against them.
Administrative overload
Weekly plans, visit notes, and reports pile up. Repetitive documentation pulls social workers away from the relationships that change outcomes.
Knowledge walks out the door
When experienced staff leave, years of practice wisdom often leave with them. New hires start from scratch while supervisors repeat the same answers.
Clients and families left out of the loop
Households hear updates through ad hoc calls and texts. They lack a secure way to view plans, message workers, and stay engaged in care.
Hard handoffs between agencies
When clients and families relocate or transfer providers, records are re-created manually. Continuity breaks and vulnerable people fall through gaps.
Inconsistent practice
Without a shared reference, teams interpret policies differently. Quality varies and audits become stressful hunts for missing records.
Platform highlights
What CareTrack provides
A single system to manage casework, automate routine work, and learn from every case—with AI that enriches knowledge instead of replacing judgment.
Manage casework end to end
Clients and families, cases, weekly plans, activity logs, documents, visits, and inter-agency transfers—structured in one staff portal with a client and family portal on the other side.
Automate routine activities
AI assists with drafts, summaries, scheduling suggestions, and follow-up reminders—always with human review before anything reaches a client and family file.
Learn from every case
An AI-powered knowledge base captures policies, procedures, and lessons from past cases so teams onboard faster and practice stays consistent.
Everything your agency needs in one place
Explore each module, communications sit at the center, connecting staff, managers, clients, and families.
Communications
Staff group chats, mentor threads, and client and family messaging keep everyone aligned—where casework already lives.
Explore CommunicationsCase Management
Cases, weekly plans, activity stages, documents, and transfers between organizations in one structured workflow.
See Case ManagementClients & Family Portal
Households view plans, message workers, and access documents through a secure portal built for clients and families—not internal jargon.
View Clients & Family PortalReports & Analytics
Dashboards, caseload views, and assignment history give leaders visibility to balance teams and improve operations.
See ReportsAI Automations
Knowledge Base enrichment, AI-drafted weekly plans, case summaries, and workflow assistance—with staff review before anything is published.
Explore AI AutomationsEmail Automation with AI
Connect work inboxes, link threads to cases, and draft replies grounded in case history—staff review every send before it reaches clients and families or partners.
Explore Email & AIIn-App Video Meetings
Host secure video calls in CareTrack with live transcripts and translation into many languages, matched to each participant's language.
Explore Video MeetingsSolutions for every part of your organization
Whether you are on the front line, leading a team, or running the agency—CareTrack adapts to how you work.
For Social Workers
Spend less time on admin and more with clients and families. Messages, plans, and knowledge at your fingertips.
Solutions for workersFor Managers
Supervise quality, balance workload, and keep teams aligned with visibility across caseloads and communications.
Solutions for managersFor Organizations
Standardize practice, protect data, and scale operations across regions with one platform your agency owns.
Solutions for agenciesLess admin. More impact. Smarter teams.
CareTrack combines intelligent automation with a living knowledge base, so staff spend time with clients and families, not buried in paperwork, and every lesson from past cases strengthens the next one.
AI automation
Let routine work run itself
From visit reminders to draft case notes, CareTrack's AI handles repetitive steps, always with clear review and approval before anything reaches a client and family file.
- Auto-schedule follow-ups, home visits, and plan reviews
- Summarize long case histories into brief, actionable briefs
- Flag risks and overdue tasks so nothing slips through
- Suggest next steps aligned with each client and family's goals
- Email AI automations, case-linked inboxes and draft replies staff review before sending
Knowledge base
Turn experience into team wisdom
Build a searchable library enriched by real cases, shared notes, and proven approaches, so new staff ramp up faster and veterans never lose what they've learned.
- Capture insights from closed cases and successful interventions
- Publish guides, checklists, and training paths for your organization
- Surface relevant past cases when similar situations arise
- Share best practices across teams while keeping data secure
Resources to help you get started
Dive deeper into how CareTrack handles knowledge, automation, onboarding, and complex case transfers.
Knowledge Base
Ask questions in everyday language and get guidance from policies, procedures, and best practices.
Learn about Knowledge BaseAI Automation
How CareTrack uses AI for drafts, summaries, and reminders—with humans always in control.
Explore AI AutomationGuides & Tutorials
In-app group chat, mentor cohorts, and practical walkthroughs—not a separate LMS.
Browse GuidesCase Transfers
When clients and families relocate, transfer cases between agencies without losing history or starting over.
Read about transfers