“We knew exactly how to approach their clients based on the information that they had [in Casebook]. Managing 40 to 45 individuals can be quite cumbersome. My staff need to make sure that they can review and access that data to have these effective conversations with their clients throughout the …

“The software needed to be super quick and user-friendly so that the advocates didn’t feel bogged down by the notes because this work is very, very fast paced, We want them to feel less pressure about [notes] so they’re more likely to do them consistently which tells a better narrative …