Casebook

Human services management software

4,5 /5 (10 reviews) Write a Review!

Casebook Overview

What is 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.

Casebook Overview

Pricing

Starting from
US$29,00/month

Pricing options

Free Trial
Subscription
Value for money

Casebook is available across three pricing plans, outlined below.

Prime: $29/ per user
Premium: $39 / per user
Pro: $49/ per user


Casebook Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Casebook dashboard
Casebook eSignature
Casebook activity tracking
Casebook analytics
Casebook main dashboard
Casebook screenshot: Casebook dashboard Casebook screenshot: Casebook eSignature Casebook screenshot: Casebook activity tracking Casebook screenshot: Casebook analytics Casebook screenshot: Casebook main dashboard

Casebook Reviews

Casebook Reviews

Overall rating
4,5
/
5
Excellent
5

Very good
5

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,3
Ease of Use
4,3
Customer Support
5
100% recommended this app
Dania C.

Great Package! AWESOME CUSTOMER SUPPORT!!!

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!!!!


Justin R.

Great platform, even better partner

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.


Elisabeth M.

Casebook is great


Annette D.

Moving to a Digital Format

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


Rebecca R.

We love Casebook!

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.


Dania C.
Industry: Nonprofit Organization Management
Company size: Self Employed

Great Package! AWESOME CUSTOMER SUPPORT!!!

Used Other for Free Trial
Reviewed on 2020/05/08
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Justin R.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Great platform, even better partner

Used Monthly for 1-5 months
Reviewed on 2020/09/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Elisabeth M.
Industry: Civic & Social Organization
Company size: 51-200 Employees

Casebook is great

Used Weekly for 1-5 months
Reviewed on 2020/05/28
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Annette D.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Moving to a Digital Format

Used Daily for 6-12 months
Reviewed on 2020/09/18
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Rebecca R.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

We love Casebook!

Used Daily for 1-5 months
Reviewed on 2020/09/21
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,1/10
Based on 10 user ratings
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Casebook Pricing

Casebook Pricing

Starting from
US$29,00/month
Free Trial
Subscription
Value for money

Casebook is available across three pricing plans, outlined below.

Prime: $29/ per user
Premium: $39 / per user
Pro: $49/ per user

Casebook is available across three pricing plans, outlined below.

Prime: $29/ per user
Premium: $39 / per user
Pro: $49/ per user

Value for Money
4,9/5
Based on 10 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Casebook Features

Casebook Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Compliance Management
Custom Forms
Customizable Reporting
Document Management
Geographic Maps
Inventory Management
Records Management
Reporting & Statistics
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Workflow Management
Features
4,3/5
Based on 10 user ratings
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Categories

Additional information for Casebook

Additional information for Casebook

Key features of Casebook

  • Case Management
  • Client Management
  • Document Management
  • Reporting & Statistics
  • Scheduling

Casebook FAQs

Casebook FAQs

Below are some frequently asked questions for Casebook.

Q. What type of pricing plans does Casebook offer?

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

Q. What are the main features of Casebook?

Casebook offers the following features:

  • Case Management
  • Client Management
  • Document Management
  • Reporting & Statistics
  • Scheduling

Q. Who are the typical users of Casebook?

Casebook has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does Casebook support?

Casebook supports the following languages:

English

Q. What type of pricing plans does Casebook offer?

Casebook has the following pricing plans:

Subscription

Q. Does Casebook support mobile devices?

Casebook supports the following devices:

iPhone, iPad

Q. What other apps does Casebook integrate with?

We do not have any information about what integrations Casebook has

Q. What level of support does Casebook offer?

Casebook offers the following support options:

Online Support, FAQs, Knowledge Base, Video Tutorials, Phone Support