Social Work Portal
The facts below are what the maker publishes about Social Work Portal, checked and dated. Our editors have not written about it yet.
Plans and prices
From Social Work Portal's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Case Management Hub subscription | Priced on request | Pricing available by quote · month-to-month or annual subscriptions · 1 user license included · 5GB storage included |
The facts
Each one read from Social Work Portal's own pages, with the date it was checked.
What it does
- Audit trail
- Yeschecked 21 Sep 2026
- Case intake forms
- Yeschecked 21 Sep 2026
- Client records
- Client profiles can store demographics, notes, custom fields, files, referrals, forms, goals, and program participation.checked 11 Oct 2026
- Compliance
- The vendor says Case Management Hub is HIPAA compliant and describes compliance measures for GDPR, PIPEDA, Australia’s Privacy Act, and PCI-DSS; it notes that using the platform does not make a customer organization compliant by itself.checked 11 Oct 2026
- Custom case fields
- Yeschecked 21 Sep 2026
- Deployment
- cloudchecked 21 Sep 2026
- Documentation
- Teams can create progress notes, custom note templates, and group notes linked to client records.checked 11 Oct 2026
- Forms and assessments
- The platform supports digital intake forms and assessments, signature collection, file uploads, and mapping form responses to client records.checked 11 Oct 2026
- Integrations
- The opened vendor pages describe Excel data import and Excel or PDF exports but do not specify named third-party product integrations.checked 11 Oct 2026
- Mobile access
- The vendor says the responsive software is optimized for phones, tablets, and desktops.checked 11 Oct 2026
- Purpose
- Social Work Portal describes Case Management Hub as cloud-based case management software for social workers, case managers, therapists, counselors, nonprofits, and human services organizations.checked 11 Oct 2026
- Reporting
- Custom reports can use client fields, forms, programs, notes, services, and outcomes, and data can be exported to Excel or PDF.checked 11 Oct 2026
- Reporting dashboards
- Yeschecked 21 Sep 2026
- Scheduling and tasks
- The software includes task assignment, reminders, recurring responsibilities, a calendar, appointment scheduling, notifications, and upcoming-activity visibility.checked 11 Oct 2026
- Security
- The vendor says the platform encrypts sensitive data in transit and at rest, uses unique user accounts and role-based access, logs user activity, and automatically logs users out after 15 minutes of inactivity.checked 11 Oct 2026
- Storage and client limits
- Each account includes 5GB storage, supports unlimited clients and programs at no extra cost, and allows storage upgrades; the vendor states there is no limit on uploaded documents.checked 11 Oct 2026
- Support
- The vendor says onboarding resources and ongoing support are included with a subscription, with technical support available by email, phone, or Zoom.checked 11 Oct 2026
- Workflow automation
- Yeschecked 21 Sep 2026
Money
- Free plan
- Nochecked 21 Sep 2026
- Trial limits
- The free trial lasts 21 days and allows up to 10 users.checked 11 Oct 2026
The company
- Headquarters
- San Jose, Californiachecked 28 Sep 2026
- Maker
- The security page identifies the operator as Airiodion Group LLC, doing business as Social Work Portal and Case Management Hub.checked 11 Oct 2026
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