GridSocial Case Management Software for Social Requests and Referrals
Built for Human Services and Community-Based Case Management
GridSocial is a case management software designed to help community organizations, social service agencies, and healthcare partners efficiently manage social requests and referrals. This tool focuses on improving coordination within human services. GridSocial changes how your team handles intake, follow-up, collaboration, and outcomes while enhancing the lives of the people you serve.
Whether you're helping families in crisis, connecting individuals to housing, managing food access requests, or coordinating behavioral health services, GridSocial allows you to manage cases with better visibility, efficiency, and accountability.
GridSocial Case Management Capabilities for Streamlined Referral Management
Centralized Case Tracking
GridSocial makes it easy to create, update, and track cases. Each request for help becomes an active case with a comprehensive history, enabling your team to record, organize, and monitor all activities from intake to resolution.
Each case includes :
This centralized structure replaces the use of separate spreadsheets and email threads. Your team will never miss a step in the service journey.
Collaborative Case Platform
Social care delivery often involves multiple organizations. GridSocial allows seamless collaboration across partner networks by providing shared visibility into each case. You can invite community providers and referral partners to contribute to the case, with updates recorded in real time and securely accessible.
No more phone tag, disconnected systems, or waiting for status updates. With GridSocial, all collaborators—internal and external—can update progress notes, communicate milestones, and document follow-ups within a shared case file. Every step is recorded, creating a transparent and accountable process for all involved.
Complete Case History
Understanding a client's needs and history is crucial for effective case management. GridSocial provides a comprehensive timeline for each case, allowing case managers and supervisors to view the status of completed tasks, pending actions, and upcoming steps.
The system automatically captures every update made to a case, including :
This audit-ready case history supports program evaluations, compliance reviews, and continuous service improvement.
Scenario-Based Workflows
Unlike generic CRMs or task management tools, GridSocial is specifically designed to support how caseworkers operate in the field. Each case follows a structured workflow that you can configure based on your program needs, funding requirements, or service model.
From initial intake and screening to referrals, follow-ups, and closure, GridSocial supports :
Workflows are fully customizable, making it easy to adjust the system to match how your teams already work—whether in housing assistance, food security, reentry programs, elder care, youth support, or integrated care programs.
Case Prioritization, Categorization
Not every request can wait, and not every provider can meet every need. GridSocial allows you to define priorities, categorize requests, and route them automatically or manually to the most suitable partner.
Whether you're responding to urgent needs or managing long-term care coordination, this feature ensures :
This reduces wait times and ensures every client receives timely and appropriate support.
Live Case Tracking
Supervisors, team leads, and partners can track cases in real time using GridSocial's easy-to-use dashboards and reporting tools. Each case shows the latest status, completed tasks, pending follow-ups, and any notes from partner organizations.
Your teams no longer have to wonder what is happening with a case—they can find out immediately.
This transparency enhances efficiency, facilitates quicker resolutions, and fosters accountability across multi-agency teams.
Outcome Tracking and Reporting
GridSocial allows organizations to look beyond referrals and measure tangible outcomes. Each case can be closed with an outcome tag (e.g., Service Provided, Client Declined, Not Eligible, Unable to Contact), and follow-up notes can detail the outcome of the intervention.
Built-in reporting tools help you analyze :
These insights support grant reporting, performance improvement, and program scaling. Secure and Compliant for Sensitive Case Data Managing case data in social care demands the highest security and privacy standards.
You control who sees what, ensuring client data is secure throughout the case management process.
Easy to Implement, Simple to Use
GridSocial is designed to be easy to implement and simple to use. Starting with a new case management system shouldn't take months. It's a cloud-based, user-friendly, and quick-to-set-up platform. Our team is ready to assist with implementation, data migration, and training, enabling your staff to use the platform confidently without overburdening your IT resources. Once live, users benefit from an intuitive interface that guides them through each case. There's no steep learning curve-just a well-designed tool for case managers. Once live, users benefit from an intuitive interface that guides them through each case. There's no steep learning curve—just a well-designed tool for case managers.
Get a Free DemoDesigned for Cross-Sector Use
GridSocial is designed to support various sectors involved in social service coordination and human outcomes. These include :
Regardless of your agency's scale or structure, GridSocial adapts to support your mission-driven service delivery.
Why GridSocial for Case Management?
Many case management tools try to meet everyone's needs, but often fail to serve anyone well. GridSocial is different. It was built specifically for communities facing real social needs and service gaps. With an emphasis on coordination, outcomes, and ease of use, GridSocial helps you:
When your team has the right tools, it leads to better care, stronger communities, and improved outcomes across social health.
Frequently Asked Questions (FAQ)
GridSocial is a case management platform designed for human services, community organizations, social service agencies, and healthcare partners. It helps manage social requests and referrals. It also improves coordination, visibility, and accountability in service delivery.
GridSocial works well for community organizations, nonprofit agencies, social workers, and healthcare providers. It helps them manage cases related to housing, food access, behavioral health, crisis intervention, and other social needs.
GridSocial turns each request for help into an active case with a detailed history. This includes intake information, notes, documents, referrals, partner updates, and chronological interaction logs. This centralized approach eliminates scattered spreadsheets and emails.
Yes. GridSocial allows partners to work together in a shared system. You can invite community providers and referral partners to securely update notes, track milestones, and share progress in real time.
The platform keeps a detailed case history that is ready for audits. It includes information about the request creator, services provided, organizations involved, timelines, and outcomes. This setup makes it easier to meet compliance requirements and conduct program evaluations.
Absolutely. GridSocial supports customizable workflows. You can adjust the intake, referrals, follow-ups, and closure processes to fit your program's needs, funding rules, or service models.
Unlike generic CRMs or task management tools, GridSocial is designed specifically for case management in human services. It supports field operations, partner collaboration, and service delivery workflows that are unique to social care situations.
Request a Demo
If your organization is ready to move beyond spreadsheets and broken communication, GridSocial can help. Discover how our case management software can enhance your mission to provide more coordinated, client-centered care. Schedule a personalized demo with our team and see how GridSocial can improve your casework, outcomes, and impact.
Get a Free Demo
