Social Work App
Support case managers and nonprofit teams with a Social Work App for client intake, active case tracking, community resource navigation, and referral requests using Jotform.
Social Work App brings client intake, case organization, and community support tools into one place for social workers, case managers, and nonprofit teams. Use it to collect new client details, keep a clear view of active cases, and give staff a simple way to find and share community resources during day-to-day work. It also supports referral requests so teams can route needs to the right program or partner without losing context across phone calls, emails, or paper notes.
Built with Jotform, this app template helps you create a structured self-service experience for staff and clients while keeping your workflow consistent. Customize pages with a drag-and-drop interface, connect forms and lists to centralize data collection, and publish a shareable link for the field or the office. As your caseload grows, you can update resources, refine intake questions, and keep information easy to access from any device.
Connected Assets
This template collects and utilizes data from the assets listed below. These assets can be customized to align with your specific requirements.
It’s used to organize core social work workflows in one place, including collecting client intake details, viewing active cases, browsing community resources, and capturing referral requests for follow-up.
Include an intake experience for new clients, a way to review and navigate active cases, a curated community resources list, and a referral request form so staff can document needs and route them appropriately.
Use it when your team needs a consistent process for onboarding clients, tracking case activity, and quickly locating resource information during appointments, outreach, or field visits.
Social workers, case managers, nonprofit program coordinators, community outreach teams, and supervisors can use it to standardize intake and keep case and resource information easier to access.
It reduces missed details during intake, makes it faster to navigate active cases, keeps community resources organized for quick reference, and helps teams capture referral requests in a repeatable way.
Yes. You can tailor the connected forms to match your programs, eligibility checks, contact preferences, and internal routing needs, then publish updates without rebuilding the app.
Yes. Share it using a direct link or QR code so team members can access the same intake, cases, resources, and referral request flows from wherever they work.
Yes. The layout is designed for quick navigation on mobile devices, which is helpful for in-person visits, community events, and on-the-go case updates.
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