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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.

About

eAdopt is a cloud-based case management and notification system for adoption professionals. eAdopt’s hosted software provides a secure way for adoption professionals to manage their caseloads. Training, consulting and education organizations, home study, foster care and adoption agencies and attorneys use eAdopt to present their adoptive parents a secure login to access their fully customizable tasks and submit their documents. Here, parents can see the progress and status of their adoptions, and agencies leverage the system’s communication tools to send automated notifications, group announcements and individual messages to families and staff. Additionally, agencies manage birth parents, embryo donors and waiting children in eAdopt’s portal. eAdopt's mission is to streamline the adoption process, so that agencies can more efficiently connect children with their forever families. Our cloud-based software helps agencies empower their staff and clients as they navigate adoption.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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

Audience

Human & Social Services organizations

Audience

Training, consulting and education organizations, home study, foster care and adoption agencies and attorneys

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user per month
Book a demo and get a custom quote.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 3.7 / 5
ease 4.2 / 5
features 3.7 / 5
design 3.7 / 5
support 4.5 / 5

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

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Casebook
Founded: 2007
United States
www.casebook.net

Company Information

eAdopt
Founded: 2010
United States
www.eadopt.com

Alternatives

FAMCare Human Services

FAMCare Human Services

Global Vision Technologies

Alternatives

Childconnect

Childconnect

CAIRS Adoption Software
NewOrg

NewOrg

NewOrg Management System
SAM

SAM

InReach Solutions
CharityTracker

CharityTracker

Simon Solutions
Parentfinder

Parentfinder

CAIRS Adoption Software

Categories

Adoption Agency Supported
Church Management Supported
Foster Care Supported
Fundraising Supported
Human Services Supported
Nonprofit Supported

Categories

Adoption Agency Supported
Foster Care Supported

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

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

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

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

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

Adoption Agency Features

Accreditation / Compliance Management Supported
Automated Notifications Supported
Case Management Supported
Communications Management Supported
Family Portal Supported
Fundraising / Donations Management Supported
Home Studies Management Supported
Mobile Access Supported
Online Checklists Supported
Volunteer Management Supported

Foster Care Features

Adoption Management Supported
Automated Reminders Not Supported
Available Families Database Not Supported
Case Management Not Supported
Checklists Not Supported
Child Intake Not Supported
Education Requirements Tracking Not Supported
Family Portal Not Supported
Foster to Adopt Supported
Online Applications Not Supported
Online Licensing Forms Not Supported
Payments Tracking Not Supported
Placement Management Not Supported
Reporting Not Supported
Respite Credits Tracking Not Supported
Treatment Management Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Jotform Supported
QuickBooks Online Supported
Zapier Supported

Integrations

Gmail Not Supported
Google Calendar Not Supported
Jotform Not Supported
QuickBooks Online Not Supported
Zapier Not Supported
Claim Casebook and update features and information
Claim Casebook and update features and information
Claim eAdopt and update features and information
Claim eAdopt and update features and information