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Casebook Reviews & Product Details - Page 5

Casebook Overview

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
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
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:
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...
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.
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.
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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. 🚀 🔄

Official Interactive Demo

Casebook demo available

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

Official Downloads

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Video Reviews

52 Casebook Reviews

4.2 out of 5
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52 Casebook Reviews
4.2 out of 5
52 Casebook Reviews
4.2 out of 5

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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G2 reviews are authentic and verified.
Shannon W.
SW
Executive Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

Not only is customer service incredible from beginning to end but the ability to run clear and concise data reports for grant writing has been so helpful! Review collected by and hosted on G2.com.

What do you dislike about Casebook?

A lot of drop-down menus can make it a little more time-consuming but for the sake of report running is worth the added time. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

Take your time and utilize all the incredible features offered. Review collected by and hosted on G2.com.

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

We are able to store all client data, emails are linked to our cases and we are easily able to access information for 3rd party requests. Review collected by and hosted on G2.com.

VS
Counselor
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

It's easy to use and set up clients in the system. I figured out how to delete clients myself. I like that I don't have to type case notes. You can set up your the program for your agency's needs. There is a section for each service area I need Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I say nothing honestly at this moment. Everything seems to meet my needs. But I can contact Casebook via the help section or email or phone. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

Research how your organization can benefit most from Casebook. Eliminate paper files and move over to digital case files. Review collected by and hosted on G2.com.

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

I can quickly write general notes, service delivery, and progress notes for clients. Make appointments and upload documents for other professionals to view. It makes me more efficient in documenting. Review collected by and hosted on G2.com.

Mandi W.
MW
Director of Operations
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Casebook?

Team has been easy to work with and is constantly adding new things, looking for feedback from users to improve their product. Implementing this system is going to streamline our processes with potential and new foster families, which will be a big improvement for us in the long run. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

There's been some growing pains in being an early adopter of Casebook, but overall it's been a good experience. The team has been very responsive and has worked to get to know us and figure out how they can address the issues we're having and add features that would be helpful for our organization. Review collected by and hosted on G2.com.

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

We needed a way to easily track where families are in the foster parent certification process. We're not a licensed child placing agency, but this product would definitely work in that capacity as well. It's helping us get a better idea about where families are in the process, how long it's taking them to complete each step, and how we can support them as they move forward. Review collected by and hosted on G2.com.

Response from Brian Johnson of Casebook

Thanks for the review, Mandi! We appreciate your team's participation in the early adopter program and look forward to supporting your team as you streamline your foster family recruiting and onboarding process.

Warren C. R.
WR
RPS Counselor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on. With Casebook, we can track each cohort so that we can follow our participant's successes. One of the essential features of the Community Culinary School of Charlotte is the ability to query information to provide detailed information to our funders. The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

There isn't anything that I can think of that I don't like about Casebook. Ashley McCullough has been the best at ensuring that I understand everything about Casebook that I need to succeed. Review collected by and hosted on G2.com.

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

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc. Review collected by and hosted on G2.com.

MT
Recovery Coach
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

I use CB Engage most often, which allows me to keep track of my client's progress and communicate with other caregivers. Casebook is the only product of it's kind that I have used. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Because I am only using one facet of the casebook, I have not encountered any functions that have been troublesome. I am not sure how to make this product better. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

IT is a very user-friendly program, which requires only minimal training. Review collected by and hosted on G2.com.

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

Casebook is allowing me to input client's needs into an easily accessible format while allowing me to make progress notes, as well as general notes of my client's particular needs. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

I love how I can compile client information into Casebook. It's very user-friendly. The search function for client names, ability to compile case notes, and store information about people. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

There's a few dislikes that I have communicated with the Casebook team and they are in the process of making Casebook better with the information I shared. There's just a few bugs and different ways to do things. Review collected by and hosted on G2.com.

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

My organization moved from physical files to using Casebook. We have digitized information and made it more accessible for our staff and volunteers. It's more convenient to use Casebook. Review collected by and hosted on G2.com.

Lori M.
LM
Education Program Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Casebook?

They pay attention to my overall goals with the software and helped me customize to suit my organization's needs. They are amazing at customer service too. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Anything I have suggested they listen to. I'm happy with everything. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

Use it! Review collected by and hosted on G2.com.

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

Data tracking and keeping notes on participants in our program. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
(Original )Information
What do you like best about Casebook?

I like how customizable the platform is. The fact that Casebook staff is patient in teaching you how to navigate the platform and customizing the fields to best suit what your organization needs. The fact that Casebook actively takes notes from their interactions with their customers and takes that feedback to the development team to grow and create a system that meets all possible needs of those who utilize it. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

So far, nothing. Honestly. My experience has been exceptional. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

Communicate openly with your team. Mine is amazing and I value their expertise. Review collected by and hosted on G2.com.

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

I'm a startup nonprofit and was looking for a case management software that would help me better manage my clients and their information in a structuredand organized manner Review collected by and hosted on G2.com.

Response from Brian Johnson of Casebook

Thanks for being a customer! We're happy to have partners like you that help us continue to make Casebook better through honest feedback.

Rhonda V.
RV
Senior Director of Donations Distribution
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Casebook?

I like that I am able to have all our agency information in one place and can track all different types of information. We need to keep track of information such as how many beds are offered at a location and all of the different locations that an agency has. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I wish we were able to integrate it into our inventory system. I also wish that we could utilize the application, but the account creation is focused on questions for an individual, and we only track organization information so it causes a little confusion for our clients. Review collected by and hosted on G2.com.

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

Casebook allows me to track all of our organization's programs and locations that we serve through our program. We have never had a system that allowed us to track this information efficiently. Review collected by and hosted on G2.com.

Melissa F.
MF
Director of Senior Adult Counseling
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Casebook?

Casebook can do a lot of things (more than I need) but I particularly like the many options for doing reports and the help I've received customizing them. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I don't like having to create both a "case" and a "person" to add a client into the system. I can see how this would fit some programs, but it is just more work for how I use the system. Review collected by and hosted on G2.com.

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

I can track more detailed data and get more reliable output of data. Review collected by and hosted on G2.com.