AidHound vs. Casebook Comparison


AidHound I AM - CONSULTORIA	Casebook	+	+
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About Control your data, organize your work, manage your organization, make better decisions and share your knowledge. AidHound increases your productivity by 20%. AidHound is a software as a service (SaaS) designed to empower organizations with collection, analysis and visualization of data on their beneficiaries and activities in a secure and efficient way. Think about your goals, what data would you need to know if you're on the right track. Design forms and profile areas to collect data on your participants and the activities of your staff. AidHound collects all the data you need and translates it into usable information, this allows you to carefully analyze your progress and the impact your organization is having. Review your progress, derive concrete conclusions and recommendations that you can apply in your organization, make informed decisions, carry out adjustments and go back to step 1.	About At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported
Audience Foundations, public sector, nonprofits, SMEs seeking a solution to manage and organize their work	Audience Human & Social Services organizations
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $19.99 per user per month Free Version Not Supported Free Trial Supported	Pricing $29 per user per month Book a demo and get a custom quote. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 3.7 / 5 ease 4.2 / 5 features 3.7 / 5 design 3.7 / 5 support 4.5 / 5 Read all reviews
	Pros & Cons from Real Users Pros Reporting is our favorite feature of Casebook. With the support of their team, we have been able to create a report to pull any information we need that has been put into the data database. We can look at data in multiple different views, combine datasets and easily look at both duplicated and unduplicated data. There is one report that is more clunky to run which I will detail in the cons. Overall, for our program, outreach and family shelter side of services, Casebook works great. We can track and report on class attendance, number of bed nights, days of sobriety, and incorporate information that aids us with HMIS (Homeless Management Information System) data entry. We are easily able to add our own fields that our mission tracks specifically. Case notes and group notes are very quick and easy to complete, which is great for case management and reporting. We have a mobile outreach team that has been using service notes to track interaction with clients living in the streets and it has been a seamless transition to implement and makes reporting on these interactions nearly effortless. Our staff in these 3 departments have shared positive remarks about Casebook. The Casebook team itself has worked diligently to help us solve problems, has been response to issues with the software and has been a joy to work with. It is easy to recommend Casebook for the purpose of tracking outreach interactions or clients with a more consistent pattern of staying overnight in a recovery program or family shelter. The Pros for me are the ease of set up, deciding how to structure for our Agency needs, entering and deleting client information, and making case notes accessible to other disciplinary departments. They can view and/or add to client's file. Casebook sends you emails about support and products. They listen when I make suggestions to improve their product to make my and my coworker's lives easier. The reporting system is built in and easy to navigate as well. They worked with us every step of the way until we were truly comfortable working on our own. But if something comes up I know I can send and email and get help quickly. Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform. Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze. Cons Using Casebook effectively with our Adult Shelter has been the most challenging. We have a few options to track bed nights, but each solution comes with it’s own challenges. Adult Shelter is very dynamic with who will be staying each night and therefore takes a lot more data entry and auditing than Outreach, Family Shelter, and Program. One of the largest challenges we have is being able to view how many bed nights we had in a given month with the number of individuals served on a given night or month. The Casebook team helped to develop a formula to track this, but to adjust the date range we need to see, it requires admin level editing access to reports, which we can’t give to every individual who needs this information because of how much technical knowledge of reporting is required and how easy it is to break a report in editing mode. A possible trade off would be tracking this information using daily “notes” rather than service enrollments over time, but we lose the functionality of viewing a “reason for ending service” regarding the bed night. In either case, we are losing the ability to easily track bed nights in a readily viewable way, or the vital need to know why a client isn’t currently staying with us in the Adult Shelter from a data perspective. Casebook is currently working with us on this, but it is hard to recommend the software for night-by-night shelter until there is a solution the more readily meets our needs for night-by-night shelter. The challenges in this section of the review are what brings down the score I gave to ease and features. As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone. All of these cons are for right now. I know when I make suggestions they listen and actively work to make them happen. They need to add a way to follow up on a case if it is active but has not been updated in a specific time frame. Cannot add old employees that had been on cases from before using the product because of user limits even though they are not users. We pursued this product because we were looking for a platform with easy client upload and the ability to organize client files. This did not happen. We actually felt like we duplicated our workload- by having to organize documents in a manner worse than simple google doc approach. We wasted thousands on a product we don't use. For their monthly fee, (after their setup) you can easily sign up with a larger more competent program such as CLIO or other legal or social work options. While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information I AM - CONSULTORIA Founded: 2015 Portugal aidhound.com	Company Information Casebook Founded: 2007 United States www.casebook.net
Alternatives countbubble CountBubble	Alternatives FAMCare Human Services Global Vision Technologies
CaseWorthy	NewOrg NewOrg Management System
Collaborate Network Ninja	CharityTracker Simon Solutions
Casebook	KaleidaCare
Notehouse View All	CaseFlow View All
Categories Association Management Supported Human Services Supported Nonprofit Supported Social Work Case Management Supported	Categories Adoption Agency Supported Church Management Supported Foster Care Supported Fundraising Supported Human Services Supported Nonprofit Supported Social Work Case Management Supported
Human Services Features Case Management Supported Certification & Licensing Not Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Supported Nonprofit Features Accounting Not Supported Committee Management Not Supported Donor Management Supported Dues Management Supported Event Management Not Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Not Supported Volunteer Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Association Management Features Chapter Management Not Supported Committee Management Not Supported Dues Management Not Supported Election Management Not Supported Email Marketing Not Supported Event Management Not Supported Financial Management Not Supported Fundraising Management Supported Jobs Board Not Supported Member Communities Supported Member Directory Supported Member Portal Supported Membership Management Supported Website Management Not Supported	Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Not Supported Nonprofit Features Accounting Not Supported Committee Management Not Supported Donor Management Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Supported Membership Management Supported Social Media Management Not Supported Volunteer Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Adoption Agency Features Accreditation / Compliance Management Supported Automated Notifications Supported Case Management Supported Communications Management Supported Family Portal Supported Fundraising / Donations Management Not Supported Home Studies Management Supported Mobile Access Supported Online Checklists Supported Volunteer Management Supported Church Management Features Accounting Integration Not Supported Attendance Tracking Supported Child Check-In Not Supported Email / SMS Supported Event Management Not Supported Member Directory Not Supported Member Portal Not Supported Multi-Site Management Supported Online Giving Not Supported Pledge Management Not Supported Small Group Management Supported Volunteer Management Supported Foster Care Features Adoption Management Supported Automated Reminders Supported Available Families Database Supported Case Management Supported Checklists Supported Child Intake Supported Education Requirements Tracking Supported Family Portal Supported Foster to Adopt Supported Online Applications Supported Online Licensing Forms Supported Payments Tracking Supported Placement Management Supported Reporting Supported Respite Credits Tracking Not Supported Treatment Management Supported Fundraising Features Alumni Management Not Supported Auction Management Not Supported Campaign Management Not Supported Contribution Tracking Supported CRM Not Supported Donor Management Not Supported Event Management Supported Gift Matching Management Not Supported Grant Management Supported Membership Management Not Supported Mobile Giving Not Supported Payment Processing Not Supported Pledge Management Not Supported Prospect Management Supported Raffles / Lotteries Not Supported Recurring Giving Not Supported Volunteer Management Supported
Integrations Gmail Not Supported Google Calendar Not Supported Jotform Not Supported Microsoft Excel Supported QuickBooks Online Not Supported Zapier Not Supported View All 1 Integration	Integrations Gmail Supported Google Calendar Supported Jotform Supported Microsoft Excel Not Supported QuickBooks Online Supported Zapier Supported View All 5 Integrations
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