EHR & Case Management Software for Social Workers in Canada

Social workers carry heavy caseloads and need a practice management system that is secure, flexible, and easy to use. Colib is an all-in-one PIPEDA-compliant EHR and case management platform built for Canadian social workers, family therapists, and community care professionals—whether in private practice, non-profit, or multi-disciplinary settings. Protect client confidentiality, reduce administrative burden, and focus on the people who need you most.

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No credit card required • 30-day free trial • Bilingual FR/EN

Why Social Workers Choose Colib

Social work requires nuanced documentation, confidentiality, and often cross-disciplinary collaboration. Colib supports all of it.

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Secure Case Notes & Client Files

Maintain comprehensive, confidential client records with customizable note templates. Session notes, risk assessments, and case histories stored securely in one place.

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Fully Bilingual Platform

Serve clients in French or English. Essential for Quebec social workers (OTSTCFQ) and practitioners working with francophone communities across Canada.

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PIPEDA & Loi 25 Compliant

Meet all federal and provincial privacy obligations. Client data hosted exclusively in Canada with encrypted storage and detailed access logs.

Everything Social Workers Need in One Platform

Colib streamlines the administrative side of social work so you can spend more time on what matters—your clients.

Social worker using Colib case management software
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Online Booking & Scheduling

Clients book appointments through your secure booking page at any time. Automated email and SMS reminders reduce no-shows.

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Digital Intake Forms & Consent

Send intake questionnaires, consent forms, and risk assessments online before the first session. Auto-generate client files from completed forms.

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Telehealth for Remote Sessions

Conduct virtual counselling and follow-up sessions with PIPEDA-compliant video conferencing. Ideal for rural clients and mobile outreach.

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AI-Powered Session Notes

Generate accurate, editable session notes with AI scribe technology. Reduce documentation time and maintain high-quality records.

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Invoicing & Payment Processing

Create professional invoices for private-pay clients and accept online payments. Track outstanding balances with ease.

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Audit Trail & Access Logs

Every access to client data is logged. Know exactly who viewed what and when—a key requirement under Loi 25 and PIPEDA.

Built for All Social Work Professionals

Whether you work in private practice or a community organization, Colib adapts to your context.

Clinical Social Workers

  • • Individual counselling & psychotherapy
  • • OTSTCFQ (QC) regulated practitioners
  • • OCSWSSW (ON) registered members

Family & Youth Services

  • • Family therapists
  • • Child & youth workers
  • • Play therapists

Community & Crisis Support

  • • Community outreach workers
  • • Crisis intervention specialists
  • • Non-profit care organizations

Specialized Practices

  • • Trauma-informed therapists
  • • Addictions counsellors
  • • Grief & bereavement workers

Multi-Disciplinary Teams

  • • Group practices
  • • Integrated health clinics
  • • Community health centres

Private Practice

  • • Solo practitioners (pay-per-appointment)
  • • Part-time practitioners
  • • Telehealth-only practices

Key features for Social Workers

Our secure EHR platform provides the tools you need to successfully run your practice.

Scheduler

Create appointments in seconds, or allow your clients to book. Virtual appointments are available with all our plans.

Charts/Notes

Digitizing your notes and charts is simple and fast with our speech recognition tool and our AI-powered note generation tool ✨.

Forms

Send user-friendly online forms and get auto-generated patient files.

Invoices

Generate and customize your invoices in just a few clicks.

Easy Booking

Clients can easily book and manage their appointments, or join your waitlist if no time slots are available.

Mobile-Friendly

Colib is accessible everywhere from any device, at any time.

Email & SMS Reminders

Reduce no-shows, give precise instructions, look more professional.

Receipts & Payments

Facilitate insurance claims with digital receipts and payments with our online card payment system.

See All Features
Graham H.
" I expected to do everything five times faster, but it ended up being a 1-to-10 time gain! "
Graham Haber Counselling
Graham Haber, clinical counsellor
See the full interview

Frequently asked questions

If you can’t find what you’re looking for, please contact us, and we’ll get back to you.

    • How can Colib help improve my efficiency?

      Well, everything you need is in one place. Colib helps you automate tedious and repetitive administrative tasks, so you have more time to attend your clients.


    • Does Colib have an app?

      No, Colib is a web-based practice management software. No need to download or install anything, Colib is always available, from anywhere, at any time.

    • Can Colib replace my website?

      You can use Colib to host a personal webpage for your practice. Feel free to use it as a supplement to your existing website or replace it altogether.

    • How secure is my data?

      Your data is encrypted and securely stored in Canada. Colib complies with PIPEDA, PHIPA, PIPA, and Loi 25 to protect your personal data. Visit our security page if you need more information.

    • Are upgrades free and automatically updated?

      Colib is always up to date with the latest updates at no additional costs. New features and improvements are automatically updated, so you always get the latest version.

    • How can I transfer data from my current PMS to Colib?

      Colib makes it easy to upload data from your existing practice management system. Files exported from Jane can be uploaded directly. For other systems, you can use our preformatted Excel template to batch upload client records, notes, and appointments.

    • Does Colib support bilingual clients?

      We’re aware that practitioners in Québec are required to attend to clients in the language of their choice: French or in English. With Colib, your clients can choose their language of preference.

    • Do you offer discounts for part time practitioners?

      We offer you the full Colib suite for only $3 per appointment. This plan, designed specifically for solo practitioners and part-time practitioners, gives you the flexibility to scale at your own pace.

    • Why should I use Colib?

      Colib wants to help practitioners focus on delivering improved care. We provide stellar support and onboarding to ensure that you fully benefit from all the features Colib has to offer.

Ready to Simplify Your Social Work Practice?

Join Canadian social workers and therapists who trust Colib to manage their caseloads securely. Start your free 30-day trial today—no credit card required.

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