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Case note software for social workers.

Keep a clear record of your work with clients. Write structured notes, organise client information and review documentation with the people who need access.

No credit card required

A clearer record of every conversation.

Whether you work independently or as part of a team, your notes connect one conversation to the next. Keep the client’s perspective, the work discussed and agreed next steps close at hand.

Write with structure

Configure note templates to suit each Service and the information your team records. Create a consistent starting point for visits and follow-ups.

Keep the client’s history together

Find previous notes, goals and supporting documents in the participant record before your next conversation.

Support supervision and review

Give the appropriate people access to documentation and use note approvals to support your team’s review process.

Document work wherever it happens

Access MyCaseNote through a mobile or desktop browser, at your desk or between visits.

Explore all features

A shared record. A clearer day.

Capture the conversation clearly.

Record what was discussed, the client’s stated priorities and the next steps you agreed together.

Return to the detail you need.

Search previous case notes and keep the record available to authorised colleagues and reviewers.

Sensitive information.
Thoughtfully protected.

Client information deserves careful handling. Control who can access it, and keep visibility over key activity.

Read about security

Encryption built in

Encryption in transit and at rest, with additional protection for sensitive documentation fields.

The right access

Manage access by role, Service and participant to reflect each person’s work.

A traceable history

Audit records for key access, case-note and administrative activity.

More secure sign-ins

Add another layer of account protection with multi-factor authentication.

Start small.
Grow with confidence.

Simple pricing based on active participants, with no per-seat charges. Start free with up to five active participants.

Compare plan details

Prices in AUD per month

Free

Perfect for trying out MyCaseNote

$0/ month

Up to 5 active participants

Start for free

No time limit on the Free plan.

Starter

For small support services

$49/ month

Up to 20 active participants

Get started

All features included.

Most popular

Professional

For growing support services

$99/ month

Up to 50 active participants

Get started

All features included.

Business

For large support services

$199/ month

Unlimited active participants

Get started

All features included.

A few things
worth knowing.

Getting started should feel simple.

Is MyCaseNote suitable for individual social workers and teams?

Yes. You can keep records as an individual practitioner or invite colleagues and configure their access. Plans are based on active participants rather than the number of team members. Compare plans.

Can I configure my own case-note templates?

Yes. Create Service-specific templates for the information you need to record. The examples on this page show possible content; specialist social-work templates are not preloaded. Explore note templates.

Can a supervisor review case notes?

Yes. Configure the appropriate Service responsibilities and participant access for the person reviewing notes. Approval workflows support submission and review; access depends on the permissions you assign. Explore approvals.

Can I use MyCaseNote on my phone?

Yes. Use MyCaseNote through a mobile or desktop browser with an internet connection. You do not need to install a native app. Explore mobile access.

Can I export my case notes?

Export the notes you have permission to export as a combined PDF or a ZIP of PDFs, grouped by note or participant. Attachments are excluded, and downloads expire 24 hours after the export is requested. Explore case note exports.

Do I need to work with NDIS participants?

No. NDIS is an optional module. Leave it off if your organisation does not use NDIS, and you can create participant records without an NDIS number. MyCaseNote calls the people you support “Participants” in the app.

More clarity in your records. More focus on your clients.

Get started free

No credit card. No time limit on the Free plan.