The customer service is great! They are very quick to answer emails and help at the help desk. We also love that they met with us to find out what other features would be helpful for our organization. Review collected by and hosted on G2.com.
We still do not know how to use all of the options, reports, and other features. We needed to do a more extensive training when we signed on, but I believe that was our company's fault as we were in the middle of a huge staffing transition. Review collected by and hosted on G2.com.
Video Reviews
Casebook is the Best
51 out of 52 Total Reviews for Casebook
Overall Review Sentiment for Casebook
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What I like best about Casebook is how easy it is to navigate everything. I like that each section can allow you to customize based on your preference. Review collected by and hosted on G2.com.
I dislike that although I am able to cusotmize a lot of what I do to my needs, there are still certain restrictions and modifications that I can't change. I also think the reporting section is a bit confusing and hard to manage. I have to constantly reach out to the help desk to see if they can help me figure my reporting out. Review collected by and hosted on G2.com.
I like that each case is seperate and it is hard to get the clients mixed around. Review collected by and hosted on G2.com.
I think it would be good to have the unread notes avaliable for staff to sign off on so each person has to go through each days activies. Review collected by and hosted on G2.com.
I llike how easy it is to upload documents and that you can go back and edit notes without changing the original date on the notes. It is more user-friendly than other programs I have used. Review collected by and hosted on G2.com.
I don't likle that anyone can edit your notes. I don't like that you cannot seperate notes into different files like court notes coordination notes ETC>>> same problem with uploaded documents which often makes them hard to find as you have to go throu hundreds to find 1. Review collected by and hosted on G2.com.
how it links to my email and i am able to get updates on whatever i need Review collected by and hosted on G2.com.
how it does not back date and shows when the note was created versus when it happened. Review collected by and hosted on G2.com.
The reporting is so wonderful! Also, being able to see organizations we have referred to and how often, what has worked for our clients and not, and how to see how many individuals we are actually serving at a time. Review collected by and hosted on G2.com.
I have not found a downside with Casebook. It is user-friendly, everyone assists me within minutes, and all my questions are answered! The team at Casebook is so friendly and helpful. I love this platform! Review collected by and hosted on G2.com.
What I find to be the most helpful is being able to connect and communicate easily with other organizations that are supporting the same individuals as we are. Review collected by and hosted on G2.com.
There are a few features that I dislike, and those are: If you and another organization(Casebook User) are supporting the same person, you both have to create a case for that person instead of that person being searchable in the system. When adding a provider, once you send the link, they must register themselves as a provider. I think that most organizations are too busy to have to stop to register for the system. Review collected by and hosted on G2.com.
I enjoy the reports I can extract from casebook. Our process has slimed and becomes more organized with Casebook's help. If the case managers put in the correct information, I pull that and run a report. It is fantastic. Review collected by and hosted on G2.com.
I do not dislike anything. Casebook is easy to use as well as new user friendly. Their informational articles and zoom training really help me learn all I can about Casebook. Review collected by and hosted on G2.com.
The ability to customize the templates in order to best collect data for individual agencies with multiple clients. Review collected by and hosted on G2.com.
The only thing I do not like at the moment is the fact that you can not have a list of contacts without them being attached to a report... for example, an address book with all info of each individual client. Review collected by and hosted on G2.com.
