Casebook
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Casebook
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4.2 out of 5 stars
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Casebook Reviews & Product Details - Page 6

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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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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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Small-Business(50 or fewer emp.)
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Review source: Organic
Incentivized Review
What do you like best about Casebook?

Easy access to caseload and stats that are needed for record keeping. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

My least favorite thing is sometimes signing in gets a little confusing. Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

I find it easy to use and well worth the effort. Review collected by and hosted on G2.com.

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

We have started using casebooks to track clients and stats better. The real benefit for us is remote access with multiple users. Review collected by and hosted on G2.com.

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

The number one reason we chose to switch to Casebook was the excellent technical and customer service support. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The only downside to Casebook is that they aren't able to meet all of our grant reporting needs at this time. However, they are striving to remedy that in the months to come! Review collected by and hosted on G2.com.

Recommendations to others considering Casebook:

I recommend that you utilize the customer service aspect of Casebook to get the most out of your experience. Review collected by and hosted on G2.com.

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

Using Casebook as our case management tool is freeing up a ton of time for our victim advocates. They are able to spend more time in contact with clients due to their time being freed up. Review collected by and hosted on G2.com.

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Casebook Categories on G2
Human Services
Human Services

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