Referra OS
5.6#170 in case management softwareWeb
Visit| Fact | Referra OS | Socianote |
|---|---|---|
| Audit trail | Yes | All changes are logged automatically in a tamper-evident audit trail. |
| Data export | The agency owns its data, and records, files, and audit history can be exported in standard formats. | CSV, PDF, and per-person exports are available, with CSV export on every plan. |
| Deployment | cloud | cloud |
| Free plan | No | Yes |
| Reporting dashboards | Yes | Yes |
You want what its maker publishes above — check its page for the details.
Socianote suits organizations coordinating people, programmes, and casework across staff. Its plan limits make the Free option suited to small teams, while larger organizations can consider paid tiers.