The Case Management Software for Social Work

Manage clients, document your work and coordinate interventions – GDPR-compliant, AI-powered and hosted in Germany.

Produkt-Tour durch SocialDocs: Dashboard, Klient:innen-Akte, Kalender, Chat und Berichtswesen

Features

Everything your casework needs.

Client management

Master data, notes, interventions, templates and files — all linked directly to the case. Your team works together on a structured, living file.

Amara Diallo
aktiv
Amara Diallo
32 Jahre · seit 12.03.2026
Familienberatung
Stammdaten
12/12
erfasst
Dokumentation
8
Gesamt
Hilfenetzwerk
5
Personen
Auswertung
2
Berichte
STAMMDATEN
vollständig
Geburtsdatum12.04.1992
WohnortMünchen, Bayern
Familienstandalleinerziehend
SprachenFranzösisch, Deutsch
KrankenkasseAOK Bayern
......
12 von 12 Feldern
läuft
Vermittlung Sozialwohnung
intern · seit 15.05.2026
3 VERLAUFSNOTIZEN+ Notiz
20.05.· läuft

Termin im Wohnungsamt geführt. Antrag eingereicht.

18.05.· läuft

Erstgespräch zur Wohnungssuche geführt.

15.05.· geplant

Maßnahme angelegt.

vor 2 Std.
Erstgespräch — Wohnungssuche
Klientin berichtet von angespannter Wohnsituation. Mietvertrag läuft Ende Juli aus…
dringendFolgetermin
FALLTEAM5 Mitarbeitende
LeaClaudiaMaya
+2
Lea HoffmannFallverantwortung

Reporting

Metrics that convince you and your funders — live KPIs from your casework and complete client reports as PDF, automatically filled from master data, notes and interventions.

147#
Aktive Klient:innen
Ø8,4Mon.
Falllaufzeit
Fälle je Mitarbeiter:in
WohnungslosenhilfeJugendhilfeSuchthilfe
Person# aktive Fälle
Lea Hoffmann18
Claudia Richter14
Maya Osei11
Jonas Steinberg7
AnalyseberichtZeitraum · Q2 2026
Hilfswerk e.V.
KENNZAHLEN
147
Klient:innen
89
Maßnahmen
76 %
Erfolgsquote
KLIENT:INNEN NACH PHASE
Erstk.
Aufn.
Berat.
Maßn.
Absch.
Automatisch erstellt mit SocialDocsSeite 1 von 6
Klientenbericht01.04. – 30.06.2026
Hilfswerk e.V.
Amara Diallo32 Jahre · in Betreuung seit 12.03.2026
ÜBERBLICK
18
Beratungen
3 / 3
Maßnahmen
42 h
Betreuung
STAMMDATEN
AufenthaltsstatusAufenthaltsgestattung
Familienstandledig, 1 Kind
WohnsituationÜbergangswohnheim
Automatisch erstellt mit SocialDocsSeite 1 von 14

Document with AI

From the first line to a fully analysed case file: AI helps you write, summarises your documentation and reads master data out of documents — processed in the EU, GDPR-compliant.

See all AI features ›
Amara Diallo
Hausbesuch — Wohnsituation
Beginne zu tippen…

Scheduling

Team calendar, personal planning and invitations with RSVPs — linked directly to clients and interventions.

Calendar
CW 21
Monday18
Tuesday19
Wednesday20
Thursday21
Friday22
All day
Child protection training
09:00
10:00
11:00
Home visit
09:30 - 10:30
Support plan
10:00 - 11:15
Case meeting
10:30 - 11:15
Supervision
09:00 - 10:00
Agency call
10:30 - 11:00
10:24
May 2026
M
T
W
T
F
S
S
27
28
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
5
6
7
Favorites
My calendar
Shared
Team Bavaria
Deadlines
Personal calendars
Lea Hoffmann
Jonas Steinberg

Chat

Direct messages, channels for teams and case discussions — privacy-compliant within the platform, with a searchable history and clear handovers.

case-conference
7Members
Today
Claudia Richter
10:42Amara's housing form out?
Jonas Steinberg
10:43Yes, filed yesterday.
10:44Note is in the record.
Lea Hoffmann
10:46@Claudia please approve?
Claudia Richter is typing …
Write a message, @mention people
Channels
team-bavaria
3
case-conference
cover-duty
1
intervision
Direct messages
Lea Hoffmann
Jonas Steinberg
2
Notifications
Mark all as read
2 min ago
MentionYou were mentioned in a message.from Lea Hoffmann@Claudia can you approve the support plan?
09:12
New messageNew message in #team-bavaria.from Jonas Steinberg
Trustworthy
Hosted in Germany · GDPR-compliant
100%
DE hosting
Strong encryption
24/7
Monitoring
Server location Germany
GDPR-compliant data centers in Germany.
Access & permissions
Permission and team roles clearly defined.
Audit reliability
Seamless audit log, transparent.

About SocialDocs

Software for Social Work.

What is SocialDocs?

A powerful case management software that supports you and your team in client management — with a user-friendly interface and flexible customization options.

  • Modern design made specifically for social work — clear, tidy and reduced to the essentials.
  • Comprehensive permission model ensures data security at every level.
  • Full audit reliability provides transparency and traceability.

We are convinced: even though documentation rarely sparks enthusiasm, it can still be made appealing.

Fields of work

  • Children, youth & familyYouth welfare, Family counseling, Pregnancy counseling, Early help, Parenting support
  • Elderly careCare counseling, Support, Work with seniors
  • Health & illnessSocial services, Psychosocial counseling, Addiction & drug support, Diversity
  • Basic material securityUnemployment support, Social counseling, Homeless support, Debt counseling
  • Career & educationSchool social work, Adult education, Vocational training, Integration support
  • Legal guardianshipAdvocacy, Offender support, Probation support
  • Migration & integrationMigration counseling, Integration courses, Refugee support

Industries

Healthcare
Social services
Education
Insurance
Justice
Public administration

Pricing

Choose the plan that fits you.

Fair per user — cancel anytime.

Free
For you and your small team — or as a freelancer
Free
forever, no credit card
max. 10 clients
1 GB storage included
1 AI credit / month included
Modules
Client management
Reporting
Appointment scheduling
Chat
Start for free
Basic
For you and your growing team with rising needs
9.90
per user / month
unlimited clients
10 GB storage included*
3 AI credits / month included**
Modules
Client management
Reporting
Appointment scheduling
Chat
Get started
Recommended
Premium
For you and multiple teams in a professional organization
29.90
per user / month
unlimited clients
100 GB storage included*
10 AI credits / month included**
Modules
Client management
Reporting
Appointment scheduling
Chat
Get started
* 0.05€ per additional GB / month
** 0.99€ per additional AI credit
All prices are exclusive of statutory VAT.
You'll find a full overview of the features in the documentation.

Frequently asked questions

Answers at a glance.

SocialDocs is a platform for digital case management in social work. Case documentation, planning, appointments, collaboration and analysis come together in one place — instead of being spread across binders, spreadsheets and inboxes.

Sign up for free, invite your team and get started right away — no installation, entirely in the browser. You flexibly adapt master data fields, templates and permissions to the way you work.

Yes. GDPR-compliant hosting in Germany, a well-thought-out permission model and seamless audit reliability ensure that sensitive data stays protected.

SocialDocs is operated exclusively in data centers in Germany — GDPR-compliant, with strong encryption and without data transfers to third countries.

Ask the SocialDocs assistant

Ask anything about SocialDocs — the assistant knows the entire documentation, answers you there and points to the relevant pages.