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Industry pack

Caseworker OS

Cases, contacts, service plans, referrals and resources linked - next contact dates, plan reviews and waiting referrals are tracked for you.

Linked databases
5
Automatic calculations
5
Ready-made views
10
See what is inside ↓

How you get it

  1. 1. Buy once, or use one of your membership downloads.
  2. 2. Open the link we email you and click Duplicate.
  3. 3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.
The Caseworker OS dashboard in Notion with example data
Real screenshot of the dashboard in Notion with the example rows it ships with.
The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.
Caseworker system

Next contact date per case from the last contact and risk level

Cases, contacts, service plans, referrals and resources linked - next contact dates, plan reviews and waiting referrals are tracked for you.

5
Linked databases
4
Connections
5
Automatic calculations
10
Ready-made views
⏱️

Saves time

Next contact date per case from the last contact and risk level

🔗

Connected data

Service-plan goals show review dates and status

📊

Calculated for you

Referrals waiting for a response are counted in days

✅

Nothing missed

A resource directory you can search by need

🔍
🔎

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