Audience

Human & Social Services organizations

About Casebook

Casebook is a leading provider of highly configurable human services software. We understand that every human services organization, social services agency, or community services nonprofit has unique needs and requirements.

Our comprehensive cloud-based solution is designed to streamline operations from intake to reporting. Unlike generic information management software, Casebook is tailored specifically for the distinct needs of human services professionals. We have collaborated closely with industry experts to ensure that our platform effectively addresses your essential data management and reporting tasks on a daily basis.

Select Casebook as your trusted human services software solution and discover the power of a platform meticulously designed to enhance service delivery and reporting, while optimizing your organization's overall efficiency.

Contact Us to learn more about our purpose-built platform for human & social services and our scalable per-user pricing options.

Pricing

Starting Price:
$29 per user per month
Pricing Details:
Book a demo and get a custom quote.

Integrations

API:
Yes, Casebook offers API access

Ratings/Reviews - 6 User Reviews

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

Company Information

Casebook
Founded: 2007
United States

Videos and Screen Captures

Interactive Demo

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Product Details

Platforms Supported
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Casebook Frequently Asked Questions

Q: What kinds of users and organization types does Casebook work with?
Q: What languages does Casebook support in their product?
Q: What kind of support options does Casebook offer?
Q: What other applications or services does Casebook integrate with?
Q: Does Casebook have an API?
Q: Does Casebook have a mobile app?
Q: What type of training does Casebook provide?
Q: How much does Casebook cost?
Q: What pricing for support is available for Casebook?
Q: What pricing for training is available for Casebook?

Casebook Product Features

Adoption Agency

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

Church Management

Attendance Tracking
Email / SMS
Multi-Site Management
Small Group Management
Volunteer Management
Accounting Integration
Child Check-In
Event Management
Member Directory
Member Portal
Online Giving
Pledge Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Treatment Management
Respite Credits Tracking

Fundraising

Contribution Tracking
Event Management
Grant Management
Prospect Management
Volunteer Management
Alumni Management
Auction Management
CRM
Campaign Management
Donor Management
Gift Matching Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Raffles / Lotteries
Recurring Giving

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Donor Management
Member Database
Membership Management
Volunteer Management
Accounting
Committee Management
Dues Management
Event Management
Fundraising Management
Social Media Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Casebook Reviews

Write a Review
  • Derek J.
    Client Services Project Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "From a rescue mission perspective "

    Posted 2023-06-16

    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.

    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.

    Overall: Casebook has is working diligently to accommodate the needs of our organization. It is pleasant to work with the team, they care about making sure we have what we need to both serve our clients and report accurately to the parties that need information on the impact we are making. It was the right choice to move forward with Casebook; we just aren’t where we need to be yet with the software. I do not see us seeking another solution so long as they continue to work with us to optimize the software as they have until this point.

    Further, the sale team was very transparent with us about what the software can and cannot do, we knew what we were walking into when we signed on for the software and the work that was ahead of us for both our team and theirs.

    Read More...
  • Vanessa S.
    Counselor
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to Tailor your needs"

    Edited 2022-01-14

    Pros: 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.

    Cons: As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone.

    Overall: Casebook makes it easier to document each client's file instead of handwriting every detail. Plus you can upload any paper documents to your clients file.

    Read More...
  • Kristen G.
    Family and Community Support Coordinator
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very Happy, Easy to Use. "

    Edited 2021-12-17

    Pros: 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.

    Cons: 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.

    Overall: Overall, I am very impressed with Casebook. Their employees are responsive, helpful and pleasant to work with. They have been very helpful anytime we had an issue come up or we were confused about something.

    Read More...
  • A Casebook User
    Executive Director
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Not a Good Fit"

    Posted 2021-11-18

    Pros: Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform.

    Cons: 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.

    Overall: It was not a good fit for us. Perhaps others have found it useful. We on boarded early in their development and were promised features that simply did not happen.

    Read More...
    Reply from Casebook
    Posted 2022-03-15
    Thanks for sharing your feedback. We’re sorry your experience didn’t match your expectations. It was an uncommon instance as you can see in other reviews. Thank you for letting us know about this. Your feedback helps us do better. We are looking into this issue and hope to resolve it promptly and accurately.
  • Taylor B.
    Director of Programs
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Simple and Effective"

    Posted 2021-06-18

    Pros: 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: 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

    Overall: Our overall experience has been positive...Casebook has been helpful in finding the best ways to make the software work for our team!

    Read More...
    1 user found this review helpful.
  • Mandi W.
    Director of Operations
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Product and Great Customer Service!"

    Posted 2021-02-10

    Pros: This product has been very helpful in streamlining our process for tracking where a family is in the certification process. We partner with DCFS, so we're not the licensing agency for families, but being able to better monitor where they are in the process has been a big win for us. It's also great that the Casebook team is adding new features and has met with us regularly to talk through ways to improve the product.

    Cons: The process for adding new applicants/having them complete online forms and registration needs work.

    Overall: Overall, using Casebook has been a great experience, and it's met a number of needs for us in an economical way.

    Read More...
    1 user found this review helpful.
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