Smart Route Optimisation
smart tools plans your visits geographically. Stop criss-crossing your patch. See more families in less time.
Social work and case management
child welfare · APS · case management · family support
The scheduling app for caseworkers who have to make every contact count.
Plan required contacts around priority, family availability, court dates, paired visits, and the route between homes.
Built with working early intervention therapists.
7-day free trial · No credit card · Cancel anytime
This Week
VisitSupervisedEval
Mon
Maya T.
Leo R.
Tue
Sofia M.
James K.
Wed
Aria P.
Noah L.
Thu
Emma S.
Liam W.
Fri
Olivia D.
Mia C.
Your cases, route, and workday in one place.
One screen. The state changes, the plan holds.
Today — dashboard
8:30
Rivera family
Required contact
9:20
Travel
12 min · 4.8 mi
9:45
J. Okafor
APS follow-up
11:00
Court deadline
Filing due
13:30
M. Chen
Family support visit
21.4 mi planned 38 min driving
Priority contacts, court dates, and travel shape the day.
Sound familiar?
“You have 18 families on your caseload across five wards and no good way to plan visits efficiently.”
“A court hearing is in two weeks and you need to evidence your visit frequency — but your records are scattered.”
“You drove from one end of the borough to the other for a single visit when two families live on the same estate.”
“Your manager needs oversight of high-risk cases but checking in takes time you do not have.”
“You are tracking mileage on paper and probably missing HMRC-claimable miles.”
We built casedaisy because social workers shouldn’t have to solve this puzzle alone.
How casedaisy works
1
Add your cases
Import clients with their addresses, availability windows, and visit requirements. We handle the rest.
2
Review your schedule
casedaisy clusters nearby stops on the same day and spaces appointments with drive-time buffers.
3
Sync and go
One tap syncs everything to Google Calendar. Open your calendar, see your day, and drive.
The tedious parts, handled.
Not a chatbot. A few well-placed shortcuts.
Bring your spreadsheet.
The import wizard matches your columns, flags what's missing, and builds your cases in about two minutes.
You review, then approve.
Why this time?
Every suggested visit comes with its plain-language reason — nap window, authorization pace, drive time — so you can trust it or move it.
You review, then approve.
Who's falling behind?
Authorization pacing flags any client at risk of an undelivered session while there's still month left.
You review, then approve.
casedaisy never uses your client data to train outside models.
Built for the way social workers actually work
Court Deadline Tracker
Track hearing dates, required visits before court, and document compliance. Never miss a Children Act deadline.
Risk Level Dashboard
Colour-coded caseload view. High-risk families flagged. Overdue visits highlighted. Nothing falls through the cracks.
smart visit-note drafts
Quick notes after each visit. smart tools generates professional case notes suitable for case files and court bundles.
Safety Assessments
Built-in safety assessment tools. Track changes over time. Generate reports for case conferences.
HMRC Mileage Tracking
Every mile logged automatically. Monthly reports at 45p/mile. Export for your expense claim.
Google Calendar Sync
Two-way sync. Your optimised schedule appears in your calendar with addresses and directions.
morning schedule briefing
Daily overview: high-risk visits first, court deadlines approaching, overdue families flagged.
Bring your spreadsheet.
Most therapists already run their caseload in Google Sheets or Excel. Keep it. Download our free caseload template, fill in the columns you already track, and upload it — the import wizard matches your columns, flags anything missing, and builds your caseload in about two minutes.
- 1. Download the Excel workbook.
- 2. Keep the headers unchanged and replace the example rows.
- 3. Upload it and review every match before saving.
No account or email needed.
See every free template for this work Social work caseload
| Client | Case number | Case type | Address |
|---|---|---|---|
| Rivera family | CW-1042 | Family support | 22 Pine St |
Cases · Starts with an instruction tab.
Built to be trusted with a caseload.
Your data stays yours
Encrypted in transit and at rest, with row-level security on every table so no other account can read your cases. Export or delete everything from settings at any time.
No ads, no data sales
We make money from subscriptions only. Your information is never sold, shared with advertisers, or used to train outside models.
HIPAA-ready deployment
Organizations that need a signed BAA and a HIPAA-ready deployment can arrange one with us on the Enterprise plan.
Make It Yours
Choose the tools that belong on your dashboard. Your workspace, your way.
Custom Breaks
Name your breaks (coffee, prayer, pump). Set flexible or fixed times per day.
Session Timer
Start/stop timer tracks actual vs. scheduled session length.
Running Late
One tap generates a "running late" text to your next client.
Arrival Timestamp
Tap "I'm Here" when you arrive. Logged to your records.
Daily Goals
Set a target. Watch your progress bar fill through the day.
Earnings Tracker
See today's billable total update after each visit.
Birthday Alerts
Get notified before client birthdays.
Dark Mode
Easy on the eyes for early mornings and late evenings.
Custom Widgets
Build your own dashboard cards: counters, checklists, sticky notes, countdowns.
Entry Code Vault
Store gate codes and access instructions. Auto-hides after 30 seconds.
Plus: voice-to-text notes, parking flags, interpreter alerts, hydration reminders, fuel cost tracking, car maintenance reminders, document vault, preferred contact methods, and more.
Built for Your Practice
Whether you're a therapist, social worker, or mobile professional — we've got a scheduling solution tailored for you.
Early intervention
OT · PT · SLP · developmental specialists
Authorization pacing, nap-aware visit times, and drive-time routing for home-visit EI teams.
Learn MorePediatric therapy
OT · PT · SLP · feeding · school-based
Clinic, school and home sessions on one schedule, with IEP dates tracked and routes optimized.
Learn MoreABA therapy
BCBA · BCaBA · RBT
Session hours tracked, BCBA supervision coordinated, and routes built around each client's windows.
Learn MoreSocial work / case management
child welfare · APS · case management · family support
Court dates, safety assessments, paired visits and mileage on one caseload view.
Learn MoreReal estate
buyer's agents · listing agents · teams
Route-aware buyer tours that respect showing windows and tenant notice, with every mile logged.
Learn MoreHome health PT/OT/SLP/nursing
PT · PTA · OT · COTA · SLP · RN · LPN
Frequency orders kept on pace, reassessments and recerts on time, and earnings by agency and pay period.
Learn MorePet sitter / dog walker
drop-ins · dog walks · overnights
Bookings that generate the visits, days built around each household's windows, and mileage between houses.
Learn MoreHome visiting programs
NFP · Early Head Start · HFA · Parents as Teachers
NFP, Early Head Start, HFA and PAT caseloads kept on model cadence, with fidelity reporting.
Learn MoreAging life care
care managers · geriatric social workers · RN care managers
Care plans kept on cadence, the whole care circle in one place, billable time and miles logged.
Learn MoreComing next
Being built now — join the waitlist and we'll email you when yours opens.
Waitlist
Doulas, lactation and home-birth midwives
birth doulas · postpartum doulas · IBCLCs · midwives
Prenatal and postpartum visit cadence, on-call weeks, and mileage between clients.
See what's plannedWaitlist
Hospice and palliative home teams
Ordered visit frequency per patient, team visibility, and route-aware days.
See what's plannedWaitlist
Mobile veterinarians
House calls routed by real drive time, client availability windows, and automatic mileage.
See what's plannedAlso on the list: in-home behavioral health, school-based itinerant staff, mobile groomers, home inspectors, appraisers, in-home tutors and music teachers. See the full waitlist
Built for agencies, too
See your whole team’s day, coordinate co-visits, and keep supervision compliant — without spreadsheets. casedaisy adds shared calendars, org-level reporting, and centralized billing.
Learn More About Agency PlansQuestions about agency pricing? Email hello@casedaisy.com
Team schedule visibility & co-visit coordination
Supervisor sync with co-signing
Org-level completion & utilization reports
Team mileage & payroll-ready earnings reports
Seat-based team management with bulk invites
Simple, honest pricing.
Plans start at £15/month after your free trial.
7-day free trial, no credit card required.
See all plansPrices shown in approximate GBP. Billed in USD.
Prices shown in approximate GBP. Billed in USD.
Questions? We've got answers.
Yourfirstmorningwithoutschedulingstressisoneclickaway.
Start Your Free Trial
7-day free trial · No credit card · Cancel anytime