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4.2 out of 5 stars
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Casebook Reviews & Product Details - Page 4

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Casebook Overview

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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
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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
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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. 🚀 🔄
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Official Interactive Demo

Casebook demo available

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

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Video Reviews

Review by Daphine J.
Casebook review by Daphine J.
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Casebook is the Best
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52 Casebook Reviews

4.2 out of 5
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52 Casebook Reviews
4.2 out of 5
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4.2 out of 5
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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)
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YE
Bilingual Community Impact Coordinator
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?

Helps a lot in keeping our cases organized and not having to use excel sheets to keep up with client information. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

At the moment, everything has been great Review collected by and hosted on G2.com.

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

Right now, nothing. But all the new updates are great Review collected by and hosted on G2.com.

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Response from Nicole Reece of Casebook
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We're thrilled to hear that Casebook is helping you keep your cases organized and making it easier to manage client information. Thank you for the positive feedback!

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Verified User in Non-Profit Organization Management
EN
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

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

Casebook has allowed us to log travel, case management, and class hours. This has solved the problem of providing information for our granting organizations. Review collected by and hosted on G2.com.

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Verified User in Government Administration
UG
Mid-Market(51-1000 emp.)
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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.

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Response from Nicole Reece of Casebook
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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!

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Verified User in Civic & Social Organization
UC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Casebook?

The help team is extremely reliable. They're always responsive and take our feedback seriously. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook is not as built out as other software is. From the outside it looks a bit like they're developing the software as it's being released. Review collected by and hosted on G2.com.

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

Casebook is the only software that our small organization could afford, and having any software has changed our capacity and organization significantly. Review collected by and hosted on G2.com.

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Response from Nicole Reece of Casebook
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We're thrilled to hear that you find our help team reliable and responsive. We hope that you've been able to see some useful improvements in our iterative expansion of the platform, which is our intention to listen to our customers and have them guide our roadmap. Your feedback is important to us and we're constantly working to improve our software based on customer input.

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Samantha T.
ST
Director
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Casebook?

That it is extremely customizable and affordable. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Not easy to navigate and setup can be complicated. Review collected by and hosted on G2.com.

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

We have a secure database where we can keep all client files. Review collected by and hosted on G2.com.

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Response from Nicole Reece of Casebook
Editedit

We appreciate your positive feedback about Casebook's customization and affordability. We are working to improve the ease of setup, and we're dedicated to enhancing the user experience. Thank you for sharing your experience with us.

Helpful?
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MS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Casebook?

The simple launch process was helpful for staff. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Lack of ability to customize the user interfaces and client profiles or data fields. Review collected by and hosted on G2.com.

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

Managing the human services client profiles, with services and general personal data. Review collected by and hosted on G2.com.

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Response from Isabella Carroll of Casebook
Editedit

Hello Mel - Thank you for your thoughtful feedback - we're always looking for ways to make Casebook more efficient and seamless for organizations. If you would like to discuss your thought in more depth, please feel free to reach out to customerengagement@casebook.net. We'd love to learn more!

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Jenny C.
JC
Victims of Crime Advocate
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 the recent notes feature very helpful. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The add people function is not very accomodating. Review collected by and hosted on G2.com.

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

It benefits me a lot because they are taking care of the problems. Review collected by and hosted on G2.com.

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

able to pull reports and upload documents Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It is just time-consuming and we are finding ways we can make it more user friendly for our needs. Review collected by and hosted on G2.com.

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

The reporting seems to be quicker Review collected by and hosted on G2.com.

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Response from Nicole Reece of Casebook
Editedit

We're glad to hear that our reporting feature is benefiting you. We are committed to improving the overall user experience and will take your feedback into account as we make enhancements!

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SO
Family Support Specialist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

Casebook is user-friendly, it can keep great records, and key components needed for documentation Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It has a lot of lags, you can't delete it from the email section, also it is not great at being able to put in provider data and have it be streamlined with other cases Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

I feel that Casebook can be an amazing program but that there are a lot of bugs that need to be worked out. Review collected by and hosted on G2.com.

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

Not used for resolving business problems, it is for electronic records and data tracking. don't measure productivity Review collected by and hosted on G2.com.

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Helpful?
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KG
Family and Community Support Coordinator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

Their staff has been so helpful. Casebook wants to know what we think of their product and listen to our suggestions. And have implemented most of them in under six months. If we have had a concern or an outage they work very quickly to address it. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

At this time, I haven't found anything I dislike. Casebook has always been so helpful. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

Their onboarding took time, but they were helpful and met with me several times to work out our issues. They were super helpful in getting our old data in their system as best as possible. Review collected by and hosted on G2.com.

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

We work with families, and we needed a system to store people and notes. We can pull great reports much more quickly and easily than our last program. My employees love the ease of use of Casebook as well. Review collected by and hosted on G2.com.

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Casebook Categories on G2
Human Services
Human Services

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