Audience

Human & Social Services organizations

About Casebook

At Casebook, we understand that clients aren’t cases – they're people, so we created case management software built to engage with the person, not just manage a record.

Our cloud-based and mobile-capable software for human & social services supports critical functions from intake through reporting. Most information management software isn’t made for human services; Casebook is built hand-in-hand with human services professionals, we understand the information you need to track and access on a daily basis, and we’ve based our entire platform around it. With the ability to work on any browser-based device on our secure platform workers can work from anywhere, making collaboration and file sharing instant and transparent.

Contact Us to learn more about our purpose-built platform for human & social services and our scalable per-user pricing options.

Pricing

Starting Price:
$29 per user per month
Free Trial:
Free Trial available.

Integrations

API:
Yes, Casebook offers API access

Ratings/Reviews - 2 User Reviews

Overall 4.0 / 5
ease 4.5 / 5
features 4.0 / 5
design 3.5 / 5
support 4.5 / 5

Company Information

Casebook
Founded: 2007
United States
casebook.net

Videos and Screen Captures

Product Details

System Requirements

SaaS
Windows
Mac
iPhone
iPad

Training

Documentation
Live Online
Webinars
In Person
Videos

Support

Business Hours
24/7 Live Support
Online

help_center_black_24dp Casebook Frequently Asked Questions

Q: What kinds of users and organization types does Casebook work with?
Q: What languages does Casebook support in their product?
Q: What kind of support options does Casebook offer?
Q: What other applications or services does Casebook integrate with?
Q: Does Casebook have an API?
Q: Does Casebook have a mobile app?
Q: What type of training does Casebook provide?
Q: Does Casebook offer a free trial?
Q: How much does Casebook cost?
Q: What pricing for support is available for Casebook?
Q: What pricing for training is available for Casebook?

Casebook Product Features

Adoption Agency

Accreditation / Compliance Management
Automated Notifications
Case Management
Communications Management
Family Portal
Fundraising / Donations Management
Home Studies Management
Mobile Access
Online Checklists
Volunteer Management

Church Management

Attendance Tracking
Child Check-In
Email / SMS
Member Directory
Member Portal
Small Group Management
Volunteer Management
Accounting Integration
Event Management
Multi-Site Management
Online Giving
Pledge Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Treatment Management
Foster to Adopt
Respite Credits Tracking

Fundraising

CRM
Campaign Management
Contribution Tracking
Event Management
Prospect Management
Volunteer Management
Alumni Management
Auction Management
Donor Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Recurring Giving

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Donor Management
Fundraising Management
Member Database
Membership Management
Volunteer Management
Accounting
Committee Management
Dues Management
Event Management
Social Media Management

Note-Taking

Categories / Organization
Clip From Web
Document Scanning
Formatting / Markdown
List/Checklist Creation
Search
Sharing / Collaboration
Syncing
Templates
Handwriting
Hyperlinking
Image Insertion
Printing
Voice Notes

Reporting

Drag & Drop
Sales Reports
Data Source Connectors
OLAP
Drill Down
Marketing Reports
Financial Reports
Scheduled / Automated Reports
Report Export
Forecasting
Customizable Dashboard

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
  • Taylor B.
    Director of Programs
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Simple and Effective"

    Posted 2021-06-18

    Pros: Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze.

    Cons: While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking

    Overall: Our overall experience has been positive...Casebook has been helpful in finding the best ways to make the software work for our team!

    Read More...
    1 user found this review helpful.
    Review Source: SourceForge
  • Mandi W.
    Director of Operations
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Product and Great Customer Service!"

    Posted 2021-02-10

    Pros: This product has been very helpful in streamlining our process for tracking where a family is in the certification process. We partner with DCFS, so we're not the licensing agency for families, but being able to better monitor where they are in the process has been a big win for us. It's also great that the Casebook team is adding new features and has met with us regularly to talk through ways to improve the product.

    Cons: The process for adding new applicants/having them complete online forms and registration needs work.

    Overall: Overall, using Casebook has been a great experience, and it's met a number of needs for us in an economical way.

    Read More...
    1 user found this review helpful.
    Review Source: SourceForge