Finally, a simple way to manage your caseload
Stop juggling paper files and sticky notes. TrueNote helps community-based social workers keep track of clients, notes, and important dates—without the complexity of traditional CRM systems.
TrueNote is not HIPAA-compliant and is intended for non-clinical use only
Trusted by social workers across the country
Built for real social work
We talked to dozens of frontline workers to understand what you actually need. No bloated features, no confusing interfaces—just the essentials that help you do your job better.
Simple Case Files
Keep all your client information organized in one place. No complicated forms, just the essentials.
Easy Case Notes
Record what happened, when it happened. View your notes in a simple timeline that makes sense.
Important Dates
Never miss a court date or appointment again. See what's coming up at a glance.
Quick Search
Find any client or case note instantly. Search by name, keyword, or filter by tags like 'urgent'.
Easy Export
Get your data out when you need it. Export to CSV for reports or compliance requirements.
Built for Care
Designed by people who understand social work. Simple, respectful, and focused on what matters.
Up and running in minutes
No complicated setup or training required. Start managing your caseload the same day you sign up.
Add Your Clients
Start with basic info—name, contact details, and any notes you already have. Import from a spreadsheet if you want.
Record What Happens
Add case notes as you go. Set reminders for important dates. Everything stays organized automatically.
Stay on Top of Things
Search your caseload instantly. See what's urgent. Export reports when you need them. It just works.
From social workers like you
Hear from frontline workers who've made the switch from paper files and sticky notes to TrueNote.
"I was drowning in paperwork and constantly worried I'd miss something important. TrueNote keeps everything in one place and actually makes sense to use."
Maria Santos
Family Support Specialist
"Finally, something that doesn't feel like it was designed by tech people for tech people. I can find what I need quickly and my supervisor loves the reports."
James Wilson
Youth Case Manager
"The search feature is a game-changer. I can find any client or note in seconds instead of digging through file cabinets. My stress level has dropped significantly."
Sarah Chen
Senior Services Coordinator
"I was skeptical about switching from my paper system, but TrueNote is so simple that I was comfortable using it within a day. No complicated training needed."
David Rodriguez
Housing Specialist
"The reminder system has saved me from missing court dates and appointments. It's like having a personal assistant that actually understands social work."
Lisa Thompson
Child Welfare Worker
"Export to CSV makes compliance reporting so much easier. What used to take me hours now takes minutes. I can focus more time on actually helping clients."
Michael Park
Mental Health Case Manager
Affordable for any organization
Transparent pricing designed for social service organizations. No hidden fees, no complicated tiers.
Questions? We're here to help
Common questions from social workers considering TrueNote.
Questions? We're here to help
Have questions about TrueNote? Need help getting started? Want to share feedback? We'd love to hear from you.
Email Support
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Quick Support
Get help with your account or questions
Feature Requests
Suggest improvements or new features
Demo Requests
Schedule a personalized demo