About Casebook

Casebook is a cloud-based human services management software that helps adoption, domestic violence, youth services, and other welfare organizations handle inspections, documentation, tasks, and more on a centralized platform. It allows public service employees to track applicant licensing for programs such as foster care, adoption, child care, and rehabilitation treatment.

Casebook enables staff members to view assigned tasks, prioritize applications based on geographical location, optimize routes, add notes and use eSigning capability to validate and attest forms and licenses. The intake module lets supervisors onboard new human service providers, receive incident reports, and send notifications, among other operations. It also offers search and filter functionalities, which allow users to track tasks based on provider details, license status, priority, and due dates.

Casebook provides an API, which lets organizations integrate the system with several third-party solutions. Administrators can configure user roles and permissions, restricting specific employees from viewing, editing, or deleting information. It also allows facilities to maintain a human services provider database with information such as name, date of birth, race, ethnicity, contact information, and employment details.

Key benefits of Casebook

Casebook is built hand-in-hand with human services professionals, we understand the information you need to track and access on a daily basis, and we’ve based our entire platform around it.

Devices

Business size

S M L

Images

Casebook eSignature
Casebook main dashboard
Reporting
Case Management
View 5 more
Casebook video Casebook screenshot: Casebook eSignature Casebook screenshot: Casebook main dashboard Casebook screenshot: Reporting Casebook screenshot: Case Management

Features

Total features of Casebook: 50

  • API
  • Activity Dashboard
  • Alerts / Escalation
  • Applicant Tracking
  • Applications Management
  • Assessment Management
  • Assignment Management
  • Calendar Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Certification Tracking
  • Child Welfare Management
  • Client Management
  • Contact Database
  • Customizable Forms
  • Digital Signature
  • Document Management
  • Document Templates
  • Electronic Signature
  • Employee Onboarding
  • Forms Management
  • Goal Setting / Tracking
  • Historical Reporting
  • Incident Management
  • Inspection Management
  • Location Tracking
  • Mobile Access
  • Mobile Signature Capture
  • Multimedia Support
  • On-Demand Recording
  • Prioritization
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Referral Management
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Requirements Management
  • Requirements Review
  • SOAP notes
  • Scheduling
  • Search/Filter
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Volunteer Management

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Reviews

Overall rating

4,5 /5
(10)
Value for Money
4,9/5
Features
4,3/5
Ease of Use
4,3/5
Customer Support
5/5

Already have Casebook?

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Showing 5 reviews of 10
Dania C.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: Self Employed
  • Used Other for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Package! AWESOME CUSTOMER SUPPORT!!!

Reviewed on 2020/05/08

Great experience from the very beginning. It’s almost like you become a family throughout the...

Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!

Pros

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

Cons

Minimal con is I wish we could rename certain sections.

Response from Casebook

Thank you for your review and thank you for the work that you do. We'll continue to evolve Casebook with feedback from customers like you.

Justin R.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great platform, even better partner

Reviewed on 2020/09/18

Casebook has been unbelievably helpful as an organization in getting us started. Their customer...

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.

Pros

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!

Cons

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.

Elisabeth M.
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 51-200 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Casebook is great

Reviewed on 2020/05/28

Pros

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

Cons

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.

Response from Casebook

Thanks for your review, we're lucky to have you as a customer! I've heard our Customer Success team was able to help out with deleting the provider profiles. If you continue to have concerns please let us know right away.

Annette D.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Moving to a Digital Format

Reviewed on 2020/09/18

The team is awesome, its been a great experience for us!

The team is awesome, its been a great experience for us!

Pros

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.

Cons

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.

Response from Casebook

Thanks for your review!

Real users are who we aim to please, so we'll continue to use feedback from you and your colleagues to keep Casebook's functionality aligned with your needs.

Rebecca R.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

We love Casebook!

Reviewed on 2020/09/21

We have had a wonderful experience from our first interaction with the team at Casebook. We highly...

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

Pros

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

Cons

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.

Showing 5 reviews of 10 Read all reviews

Casebook FAQs

Below are some frequently asked questions for Casebook.

Casebook offers the following pricing plans:

  • Starting from: US$29,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Casebook is available across three pricing plans, outlined below. Prime: $29/ per user Premium: $39 / per user Pro: $49/ per user

We do not have any information about Casebook features

Casebook has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Casebook supports

Casebook supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

We do not have any information about what integrations Casebook has

Casebook offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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