Casebook
Editedit
Play Video
Casebook
By Casebook PBC
Show rating breakdown
4.2 out of 5 stars
See all 52 Casebook reviews
Save to My Lists
Paid
Claimed
This profile has been claimed and optimized by Casebook.
Optimized profiles are more likely to have the most up-to-date content, fast response times, current pricing, and more.
Contact Casebook
Optimized for quick response

Casebook Reviews & Product Details

Editadmin
Verified User in Government Administration
UG
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

the cost is affordable and the support team clearly takes our feedback into consdieration Review collected by and hosted on G2.com.

What do you dislike about Casebook?

training/hand holding for forms creation, changing terms to match our lingo, and optimizing the intake based on our department has been a struggle Review collected by and hosted on G2.com.

What problems is Casebook solving and how is that benefiting you?

client intake, case management, report generation, workflows Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

We understand your concerns about training and customization. We're committed to helping you with these challenges and will work to improve the onboarding process and customization options. We are constantly working to enhance training and self support materials, as we know this is a key difference about the Casebook platform. We're devoted to making form development and configuration advice more helpful!

Helpful?
Share
Admin Approval Link

Casebook Overview

Editedit
What is Casebook?

Casebook PBC is the innovator of human services software that improves outcomes for organizations and the people they serve. With its configurable, simple-to-use SaaS solution, Casebook PBC empowers government agencies and nonprofits of all sizes by providing them with the tools to control everything from intake to case management, while delivering reliable data about the effectiveness of their programs. By centralizing tracking, communication, and faster reporting, Casebook PBC reduces operational costs, fosters internal collaboration, and ultimately, helps the helpers accelerate an end to poverty.

Casebook Details
Product Website
Discussions
Languages Supported
English
Show LessShow More
Product Description

Casebook was created by the Annie E. Casey Foundation to help the helpers. Built for 21st-century human services workers, the cloud-based platform is secure, works from any location and any device with a browser. Mobile applications provide functionality, with or without internet connectivity. Attach documents, configure custom forms that look like your required forms, direct applicants to a web portal to complete their application. -A 2019/2020 GovTech 100 Company-

How do you position yourself against your competitors?

Casebook is the affordable and purpose-built platform for human services.

Rather than repurposing software made for other industries, or offering watered-down software at lower prices, Casebook brings enterprise-grade features and functionality to organizations of any size with affordable, per-user pricing.

Powerful and intuitive rather than complex and complicated.

Seller Details
Seller
Casebook PBC
Company Website
Year Founded
2017
HQ Location
New York, NY
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Description

Casebook PBC is a technology company that specializes in providing cloud-based software solutions for social services organizations. Their platform is designed to streamline case management processes, enhance data collection, and improve service delivery for nonprofits and government agencies. By offering tools for tracking client interactions, managing workflows, and analyzing outcomes, Casebook PBC aims to empower organizations to better serve their communities. For more information, visit their website at [casebook.net](https://www.casebook.net).

Brian J.
BJ
Overview Provided by:
Brian Johnson
Helping the helpers in human services with proven, cutting-edge software built with experts from the Annie E. Casey Foundation

Recent Casebook Reviews

Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Casebook, Review"
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...
Read more
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Simple and Welcoming."
The way things are linked within a person.
Read more
Tayler M.
TM
Tayler M.Small-Business (50 or fewer emp.)
4.0 out of 5
"Casebook is user friendly and fairly easy to navagate."
I like that each case is seperate and it is hard to get the clients mixed around.
Read more

Casebook Pricing

Starter
Starting at $29.00
Per Month
Growth
Starting at $59.00
1 User Per Month
Team
$75.00
5 User Per Month
Enterprise
Contact Us
25 Users
See all 4 Casebook pricing levels
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

Casebook Media

Casebook Demo - Casebook Dashboards
Casebook software for human services makes it easy and intuitive to track cases and clients on your dashboard.
Casebook Demo - Case Tracking with Casebook
Casebook software for human services makes it easy and intuitive to track cases and clients on a platform configurable to meet your needs.
Casebook Demo - Configurable Reporting for Human Services
Say goodbye to manual reporting headaches. With Casebook’s built-in and custom reports
Casebook Demo - Casebook Provider Management
Track your provider information including persons and services with Casebook.
Casebook Demo - Person Profile
Easily manage clients, cases or providers from a centralized location.
Casebook Demo - Casebook is Responsive
Casebook works on any device with a supported browser.
🔍 Discover Casebook's Features: We'll take you through the key features of Casebook, showcasing how it can transform your nonprofit or government human and social services agency , from intake through reporting on one system. 🚀 🔄
Play Casebook Video
🔍 Discover Casebook's Features: We'll take you through the key features of Casebook, showcasing how it can transform your nonprofit or government human and social services agency , from intake through reporting on one system. 🚀 🔄
Editedit

Official Interactive Demo

Casebook demo available

Try an interactive demo created by the software seller (right here on G2).
Editedit

Official Downloads

Answer a few questions to help the Casebook community
Have you used Casebook before?
Yes

Video Reviews

Review by Daphine J.
Casebook review by Daphine J.
Play Casebook review by Daphine J.
Casebook is the Best
See all video reviews

51 out of 52 Total Reviews for Casebook

4.2 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
51 out of 52 Total Reviews for Casebook
4.2 out of 5
  • Sort By:
    G2 Sort
51 out of 52 Total Reviews for Casebook
4.2 out of 5
  • Sort By:
    G2 Sort

Overall Review Sentiment for CasebookQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
Log In
Want to see more insights from verified reviewers?
Log in to view review sentiment.
G2 reviews are authentic and verified.
Here's how.
Verified User in Human Resources
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

I think Casebook is constantly trying to update their software with new features and it allows for my organization to be able to store more data in one software as opposed to having multiple databases. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

Thank you for your thoughtful review and for giving Casebook a 4 out of 5! We’re so happy to hear that you find the navigation easy and appreciate the customization options. We are designing our platform to be as intuitive as possible, so your feedback means a lot. Your insights are very helpful to our team.

Helpful?
Share
Admin Approval Link
Tayler M.
TM
Direct Support Professional
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

We benefit by having a place to keep all of our client information securely. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

Thank you for your review and for rating Casebook 4 out of 5! We’re glad to hear that you find the platform user-friendly and that it helps keep cases well-organized. Keeping client information distinct and secure is one of our top priorities.

Helpful?
Share
Admin Approval Link
Verified User in Human Resources
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

The way things are linked within a person. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

That everyone has to make their own case and you cant see anyone elses cases. Review collected by and hosted on G2.com.

What problems is Casebook solving and how is that benefiting you?

Our old system always shut down on us and casebook does not. I always have access. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

Thank you so much for your fantastic 5 out of 5 review! We’re thrilled that you find Casebook simple and welcoming, and that the linked information within each person's record works well for you. It’s also great to hear that you’re enjoying reliable access compared to your old system. Thank you again for your support and for being part of the Casebook community!

Helpful?
Share
Admin Approval Link
Verified User in Civic & Social Organization
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

There were some issues with the document upload, and the casebook fixed it within a couple of hours. Casebook makes documentation more centralized and has increased productivity and timeliness. Still need to be able to seperate documents under heading like bills, court, personal Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit
(Original )

Thank you for taking the time and sharing your feedback with us! We are thrilled to hear that Casebook has helped you centralize your data to empower you to do more with your time and optimize your client outcomes! Thanks for being a great customer!

Helpful?
Share
Admin Approval Link
Verified User in Human Resources
AH
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

I appreciate the home page and it's simplicity Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook doesn't track the way we need it Review collected by and hosted on G2.com.

What problems is Casebook solving and how is that benefiting you?

Generally, Casebook is able to hold the information that we need it to. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

Thank you for taking the time to share your thoughts and for recognizing the progress we’ve made. We’re glad to hear that you appreciate the simplicity of the homepage and that Casebook is able to store the information you need. Your feedback is incredibly valuable, and we’re committed to growing and evolving the product to better serve you and others.

Helpful?
Share
Admin Approval Link
BC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

it does not generate an ID number on its own for us to use on our clients. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit
(Original )

Bianca, Thank you for taking the time to share your feedback with us! We are happy that our email integration feature is helping you to find efficiencies by automatically flagging emails as notes into your cases! Thanks again for being a customer!

Helpful?
Share
Admin Approval Link
DR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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 problems is Casebook solving and how is that benefiting you?

So far, we have had no problems. Any questions I do have are resolved and answered within minutes! I cannot say how much Casebook has made case management of clients so easy and user-friendly! Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit

Darcy, We can't thank you enough for the positive response! Customers like you are why we do what we do.

Helpful?
Share
Admin Approval Link
Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

Casebook solves all our reporting problems and challenges. Having a system that computes the data in multiple ways is an awesome tool that assists our organization with the advantage of obtaining more funding because we can produce the data needed to show who we are serving. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Zowie P.
ZP
Data Reporter/ Office Assistant
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

Casebook is solving the horrendous filing system of complex paper files. I greatly enjoy the wide range of information I am to put on an individual virtually. I can do this from a computer and mobile device. It is great! Review collected by and hosted on G2.com.

Show More
Show Less
Response from Isabella Carroll of Casebook
Editedit

Hi Zowie - Thank you for sharing your thoughts about Casebook! We love to hear that reporting is going well for you. Keep up the great stuff!

Helpful?
Share
Admin Approval Link
AK
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

What problems is Casebook solving and how is that benefiting you?

It is allowing me to better collect data for the residents that I serve within my community and jurisdiction. It also allows for me to be more organized and focused on having all the details under one system for all of the individuals and families I serve. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Nicole Reece of Casebook
Editedit
(Original )

All of us at Casebook truly appreciate it when a customer takes time to write a great review like this. We're listening to customers like you to make features like this happen and improve our product for all of our customers.

Helpful?
Share
Admin Approval Link
Casebook Categories on G2
Human Services
Human Services

Casebook Comparisons

Compare CharityTracker vs. Casebook
Compare CharityTracker vs. Casebook
CasebookVSCharityTracker
Compare Bonterra Case Management (formerly Apricot) vs. Casebook
Compare Bonterra Case Management (formerly Apricot) vs. Casebook
CasebookVSBonterra Case Management (formerly Apricot)
Compare Salesforce Nonprofit Cloud vs. Casebook
Compare Salesforce Nonprofit Cloud vs. Casebook
CasebookVSSalesforce Nonprofit Cloud
Compare Casebook ratings to similar products

Top Rated Casebook Alternatives

CharityTracker
(337)
4.6 out of 5
Bonterra Case Management (formerly Apricot)
(226)
4.3 out of 5
Salesforce Nonprofit Cloud
(83)
4.1 out of 5
See all Casebook Alternatives

Explore More

RFP Templates
Writeup
Trading Platforms
Google Compute Engine reviews
Best CRM Software I Found After Testing 30+ CRMs
Best 3D Modeling Software
AI Regulations in the EU
Intent Data
Code Climate Velocity
Casebook
Contact Casebook