Stop running your cases out of spreadsheets.
BeornNotes is client & case management software for nonprofits that follow individual people over time and need to show what happened: one place for notes, important dates, and documents, set up your way, with a complete history of who changed what.
14 days free. No credit card. No automatic charge.
Built for teams who track people, not just deals
If your work is cases and clients instead of leads and pipelines, BeornNotes is built around how you actually work.
Legal Aid & Pro Bono Programs
Keep every client's notes, deadlines, and documents for each matter in one place.
Housing & Tenant Advocacy
Track each tenant's case and the dates that matter, from first call to resolution.
Immigrant & Refugee Services
Follow each person's case, deadlines, and documents over months and years.
Youth, Mentoring & After-School Programs
Keep each young person's notes and follow-ups where your whole team can see them.
Family & Children's Services
Give staff a shared, accurate record of every family you're supporting.
Job Training & Workforce Development
Track each participant from enrollment to placement in one record.
BeornNotes isn't built for protected health information. If your organization provides or bills for health care — counseling, treatment, clinical services — it isn't the right fit, and we'd rather say so now.
Features
Customizable Grids/Lists
→Configure your lists exactly the way your team works: show or hide columns, move them around, and filter and sort. Grid layouts save automatically, so it's exactly how you left it next time. If your administrator allows it, layouts, sorts and filters can also be saved, named and loaded back in whenever you need them.
Secure Internal Messaging
→An integrated messaging system localized within the platform, so critical communications never get lost in a spam folder.
Built-In Ticketing
→A robust built-in ticketing system for support inquiries, so users can request help and track it through to resolution. Users can also create support tickets automatically by sending an email to Support@BeornNotes.com from the address on their account.
Powerful where it counts, simple where it should be
We prioritize simplicity for new users, while offering advanced features that can be enabled as your needs evolve.
See the full feature list- Turn on record locking and two people can't edit the same case at once — no silent overwrites, and the second person is told who has it open.
- Configure it yourself, no developer required: rename fields, add custom ones, move them anywhere
- Find any note in seconds, even from three years ago
- Get straight to the cases that matter, every time you log in
- Bring your existing caseload in, and export any list to CSV or Excel whenever you want
- Know exactly who touched a case, and when — full accountability
- Keep sensitive case data locked down with extra login security
- Work several cases at once without losing your place
Ready to see it for yourself?
Sign in to explore BeornNotes, or browse the full list of what it can do.