Casebook Reviews

The biggest thing we were looking for in implementing this software for our org was the ability to track applicants to our program as they moved through various stages of the certification process, and Casebook has definitely been helpful with that. I think it will grow with us well as we work to expand to other areas of the state, allowing our staff to work remotely and still have the info they need as we recruit and support foster families.

Because we got in early, which was a plus, there are some features that are not fully up and running yet, especially related to applicants. We also ran into some bumps when importing our current contacts - I think that process could have been more streamlined.

Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.

Minimal con is I wish we could rename certain sections.

Providers have access to this platform and they are able to fill out forms.

I am not able to delete the provider's profiles that I had created. now that providers are able to access the forms on their own it would be useful to close out the old profiles.

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need.

We love the ease of the program and the wonderful customer service!

There are some features that we aren't able to use to their fullest capacity just yet but Casebook is working closely with our team to customize it to best meet our needs.

I liked the ability to login and see tasks that were due each day at a glance!

They are still working out and customizing casebook to meet our organizations needs but having to input the same tasks under each provider was time consuming.

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Still working through the kinks but thus far any issues we have encountered have been resolved by the team.

Can be use in app Accessibility makes a great to use

Nothing still learn how to use it We just started with Case bookt therefore I have no problems with it yet

The fact that reports can be immediately generated from the data that has been input into the system. I also like the fact that forms can be generated and signed remotely by service recipients. Casebook can also be used to secure directions to a clients home and will provide pictures of the neighborhood and the clients home.

We have only been using the software for less than 6 months. Too soon to tell.

Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.