Practice & case management for social workers
Notes and case management for social workers
Document sessions, coordinate care, schedule clients, and bill, built for social workers in private and community practice. Free to start.
Social work runs on documentation and coordination: psychosocial assessments, progress notes, referrals, and follow-ups, often across a heavy caseload. When those live in one place instead of scattered files, you spend less time on paperwork and more with clients. Soap Notes keeps structured notes, scheduling, and billing together, so the record stays organized and nothing slips between contacts.
Built for the way social workers work
If any of this sounds familiar, Soap Notes brings it into one place.
Psychosocial notes and referrals spread across files
Keeping a heavy caseload organized and up to date
Coordinating follow-ups and next steps
Notes, scheduling, and billing in separate tools
Everything social workers need
One platform for notes, scheduling, billing, and clients, so you spend less time on admin.
Structured notes
Document each contact the same way, with the plan, referrals, and follow-ups captured and linked to the client.
Scheduling with reminders
Let clients book within your availability, with reminders that reduce missed appointments.
One organized record
History, notes, and next steps live together, so nothing slips between contacts across a busy caseload.
Secure and private
Encrypted, role-based access with a client portal you control, for sensitive client information.
How social workers use Soap Notes
Schedule and intake
Clients book within your availability and complete intake ahead of time, so their history and needs are on the record before you meet.
Document with SOAP
Record the client's report, your observations, your assessment, and the plan, including referrals and follow-ups, with templates and autosave.
Coordinate and bill
Keep referrals and next steps on the client record, and where you bill privately, invoice and take payment through Stripe from the same place.
All in one platform
SOAP notes are more valuable connected to the client, the session, and the invoice, so Soap Notes is a full coaching CRM, not just a note-taker.
Scheduling
Let clients book themselves. Syncs with Google Calendar.
Invoicing & billing
Send invoices and take payments via Stripe, linked to sessions.
Client portal
A secure space for clients to book, pay, and see what you share.
Frequently asked questions
Templates, guides, and related practitioners
Free tools and guides to help social workers document faster.