Who Uses This Software?

Guidance counselors, social workers, HR reps, entrepreneurs, consultants, coaches, lawyers, psychologists, and everyone who has sustained relationships with humans.


Average Ratings

20 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $5.00/month/user
    See pricing details
  • Pricing Details
    Per user per month and annual team pricing available.
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Webinars
  • Support
    24/7 (Live Rep)

Vendor Details

  • Notehouse
  • www.getnotehouse.com
  • Founded 2018
  • United States

About Notehouse

Whether you're a social worker, guidance counselor, lawyer, or HR manager, Notehouse allows you to keep track of the people you work with. Developed by an experienced lawyer, Executive Director, and entrepreneur, Notehouse offers time stamped notes, trackable tags to sort your cases and clients, and, best of all, it takes less than five minutes to understand the entire system. No matter your profession, if you want to better support the people you work for or with, Notehouse is for you!


Notehouse Features

  • Case Notes
  • Client Management
  • Document Management
  • Forms Management
  • Goal Setting / Tracking
  • Program Management
  • Referral Management
  • Reporting & Statistics
  • Scheduling
  • Volunteer Management
  • Case Management
  • Certification & Licensing
  • Child Welfare Management
  • Document Management
  • Reporting & Statistics
  • Scheduling
  • Time Tracking
  • Training Management
  • Appointment Reminders
  • Appointment Scheduling
  • Assessment & Treatment Plans
  • Billing & Invoicing
  • Claims Management
  • E-Prescribing
  • EDI
  • EMR / EHR
  • HIPAA Compliant
  • Inpatient / Residential
  • Multi-Provider Practice
  • Patient Portal
  • Personnel Management
  • Progress Notes
  • Single Provider Practice
  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management

Notehouse Reviews Recently Reviewed!


Exactly what I needed after many years as a psychotherapist in private practice!

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Notehouse's simplicity is it's best feature. I have tried other products which have forced templates that have taken more time and require me to write more than I need to. I've had lapses because time is my most precious commodity. The other GREAT feature is that I can dictate my notes straight into my phone- essential when I only have 15 minutes in between clients to document our sessions. As soon as I sign in I can go straight to the case I want to enter notes on, dictate key information and be done so efficiently. When I am going to see the client again, a quick glance reminds me of exactly where we left off. I've been waiting for exactly this efficient dictation and filing system!

Cons: I haven't found a single problem yet with Notehouse. I am even adapting the notes I was taught to take as part of an EMDR protocol to complete efficiently in Notehouse. The beauty of this program is that it allows me to take notes on exactly what I consider necessary-no more, no less.

Overall: I am required by both my professional standards as a psychotherapist and by the various insurance companies my clients subscribe to, to keep notes on my sessions with every client. I typically see clients for 45-50 minute sessions throughout the day with only 10-15 minutes in between. The ability to dictate notes into my phone and have them filed immediately has freed me up from completing tedious and often excessive templates, after hours, on my computer with previous note keeping systems. It also allows me to quickly retrieve the whole history and a succession of notes immediately before seeing a client, reminding me of key information before my next session. I'm also using it to keep track of my own medical information, like prescribed PT exercises after my knee replacement surgery. It is a terrific program for a very busy person.

Vendor Response

by Notehouse on February 11, 2019

We are so thrilled that you are loving Notehouse for both your professional and personal needs! Thank you thank you thank you!

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Pete Martin's review

Feb 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: I love the interface! It's fun, clear, and well laid out.

It's pretty easy and quick to add new notes, dates, etc.

Cons: Cmnd+Enter (on Macs) or Ctrl+Enter (on PCs) should work as a hotkey to enter a record (e.g. that should select "Add Note" or "Save" a new date/"At A Glance" entry), the way it sends emails in Gmail and serves to create/send entries in other web applications.

In general the software should have lots of hotkeys (or should give users the ability to create their own hotkeys), so users don't have to click everything.

It would be great to be able to edit note metadata, or at least the display of note metadata (as Evernote does). Sometimes the time you create a note isn't the time you want the note to display in your records.

Users should be able to create new tags within the Tags menu on a client's page.

And a MAJOR YIKES: I went to edit a client's info in General Information. I saw "Close this client" at the bottom and thought that meant "Close this window," so I clicked it-and I lost all records of that client without intending to delete the whole client record! I can't find any way to get the client record back. If that button is meant to permanently delete a client's record, it should very clearly say that, and clicking it should give a pop-up asking, "Are you sure you want to permanently delete this client's record? This will affect all users, and it cannot be undone." (If the button just hides the client's record, and I can actually retrieve it somewhere, that should be made clear too!)

Overall: I like it and would *love* it with the changes I suggested/requested in the last question!

Vendor Response

by Notehouse on February 15, 2019

Thank you so much for your review of Notehouse Peter! We are so glad that you love our fun and easy interface! We also appreciate your notes about how we can do better and will be exploring the key shortcuts you suggest. Our biggest aim is to keep the software as simple and cost effective for everyone who needs and wants it but will definitely take on some of these suggestions (such as editing the notes metadate which is in our rollout plan!)

Also, to allay your concerns, when you "close" a client it doesn't delete a client's file, it simply marks that client as "closed" or "archived" in our system. To find that client again just go to the search bar and click to search "all clients' and the closed ones will show up and you can reopen! We will make sure we make that more clear moving forward!

Thank you so much again for all you do!

Great tool for documentation

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use- Notehouse's simplicity is ideal for documenting conversations, program updates, investigations and outcomes. It is great for categorizing notes by employee, client, project, what ever it is that you need active and historical info on. It has all the functionality needed with the distraction of 'extra' and never used modules offered by other systems.

Cons: I really like the software as is, one suggestion for future releases would be to add a 'save' button in addition to 'add note'. Certainly not a major issue since all your info is saved by adding the note, but it would be an welcomed extra.

Overall: As an HR professional, timely, accurate documentation is required. Using Notehouse has completely automated this process for me, from basic inquiries from employees to documenting investigations, to keeping notes on vendors and other partners. Also, the system conveniently archives your notes, so they are always handy and not back in the office in a paper notebook, which also means your data is kept confidential and secure.

Vendor Response

by Notehouse on February 11, 2019

We are so glad you are loving Notehouse and that our user friendly interface is helping you better support your employees! We are looking into making an automatic save feature or including a save button and thank you for this great idea!

FINALLY! Software I'm excited to use!

Feb 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It's intuitive and super easy to use, even for a technophobe like me! It helps me keep organized by tracking of all the important information I need for a client without having to wade through different documents and databases. The platform is also visually beautifully designed!

Cons: I'd like a way to display more than the next two upcoming dates on each case. I can enter as many as I like, but only the next two show when I open an individual case file, and it would be helpful to see more at once.

Overall: I really feel like Notehouse was designed with me in mind! Juggling a huge case load as a non-profit lawyer is stressful enough as it is, and having to create my own system of staying organized with so much information added a lawyer of anxiety. Notehouse figured out a way to take that load off my shoulders, and it has been a real joy to use!

Vendor Response

by Notehouse on February 11, 2019

Thank you so much Dahsong! We are honored to be able to support amazing work like yours and to help you focus on your clients! We will look into ways to add more dates and let you know when that feature is added! Thank you so much for taking the time to give us this review and for all the work you do in the world!

Capterra loader

A total timesaver for founders!

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I'm a social impact video game designer, so I've got a whole lot of people in my gaming and user communities to keep track of. I love the simplicity of Notehouse. In a quick second, I can search with tags to find one of my people-whether they're a tester, parent, or investor. I also like that I can include the little things that I'm often at risk of forgetting about my users, and being able to bring up those little details with our game testers and parents has made all the difference in building a strong community surrounding our game.

Cons: Honestly, describing how useful it is to the rest of my team! They're starting to network at various events in their areas, and I'm so excited for them to try it first hand and see how much of a game changer it is.

Vendor Response

by Notehouse on February 11, 2019

Your work sounds amazing Vanessa! We are thrilled that Notehouse is able to support you in your incredible work!

Capterra loader

An easy solution to a gaping need

Feb 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's user friendly. The other options that I found online were all clunky and totally confusing to navigate. I love how Notehouse keeps things as simple as possible, while still providing the function that is necessary to get my job done. It's been a lifesaver organizing client information in a way that I can actually find again. I've signed up for so many online software platforms where I just never returned to them because I couldn't figure out how to fully incorporate them into my already established work flow. Notehouse didn't require me to do a complete overhaul of my current processes, it's only streamlined and enhanced them. I love it!

Cons: It's still fairly new, so there is room to create more customization for different types of users.

Overall: I've pretty much already covered it, but just want to reiterate that it's so simple to use. As a small business owner, it makes my admin life a great deal easier.

Vendor Response

by Notehouse on February 11, 2019

Wow! Thank you Boyuan!!! We are so glad you are loving Notehouse!!!!

Great way to organize notes!

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I am an attorney at a small firm and before Notehouse, I had no central way to organize and share client notes with my team. Notehouse solved the problem with a really easy to use system to store and tag notes and important dates/events for my cases. It's also really affordable-much less than other case management systems and simpler to use.

Cons: It's brand new so I think a mobile app is coming soon which will be great for accessing notes anywhere.

Overall: Central notekeeping platform for case management.

Vendor Response

by Notehouse on February 11, 2019

We are so glad this has been useful for your firm!!! And yes, a mobile app is coming!!!!

Clean and easy to use case management solution

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Notehouse fills an important need for nonprofits like mine to be able to effectively manage case files for our students. Other platforms that we've considered were either too expensive or built on 10-year-old tech that was not designed for today's user experience.

Cons: Notehouse is still rolling out features. I would love the option to bulk upload records from CSV to import my existing records. The team has however been welcoming to feedback and suggestions so I am hopeful this feature will be included eventually.

Overall: We are waiting to complete our program cycle before uploading new student data to the platform but I have been blown away by the user experience on Notehouse along with the customer service and responsiveness of the team.

Vendor Response

by Notehouse on February 11, 2019

We are so glad you are loving our interface and that it is a great fit for your needs! We are rolling out new features soon and will absolutely take all of these into consideration!

Notehouse is the best

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is so easy to use. I love the ease with which I can add notes about clients, create pins so that I can easily track for funders and for internal info use. It's super easy to search and input data.

Cons: I really have nothing to say. It's wonderful.

Overall: Love. I wish my entire office used it. I hope we convert to a Notehouse-office soon!!

Vendor Response

by Notehouse on February 11, 2019

Hurrah hurrah! We are so thrilled you are loving Notehouse! Please feel free to contact us at Lauren@getnotehouse.com if you would like us to talk to your team about getting your whole office switched :)

Perfect solution for keeping track of clients & conversations

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The interface is really user friendly and intuitive. I have my own system of taking notes - usually via Google Docs but other times on my phone or on paper if I'm in a rush. NoteHouse basically intuits my process and makes it easy to not just take notes but to organize them and share them if needed.

Cons: Would love to see more features as the product grows. The first iteration is great for what it is - hopefully there will be tools built out around greater real-time collaboration.

Vendor Response

by Notehouse on February 11, 2019

Thank you so much for your review! We are absolutely working on adding new features down the line and are so excited that we are what you are looking for right now!

Great software for hippa compliant notes

Feb 05, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is intuitive and easy to use. It is hippa compliant and can be used on the go.

Cons: I was looking for something that allowed for uploading my own form for record keeping. That was not available. The beauty of this product is it's ease of use and simplicity and so I understand their reasoning for not including that feature.

Vendor Response

by Notehouse on February 11, 2019

Thank you so much for this review Susan! Down the line we are looking for ways to keep our beautiful simplicity AND having more customizable features and look forward to sharing with you what we come up with :)

Made with the user in mind

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - The team clearly did their research on what features and functionality would be useful to their users

- The app is simple and easy to use

- Replaces paper and makes the whole process of keeping track of things easily organized

Cons: - As with any new product, there's lots of room for growth in terms of functionality

Vendor Response

by Notehouse on February 11, 2019

Thank you so much Ben! We are thrilled you like Notehouse and see how much time and effort we put into creating this product for the every day user. Can't wait for you to see the features that are coming soon!

Capterra loader

Excellent, intuitive product with beautiful UI

Feb 01, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Notehouse makes it so easy to hit the ground running! Of all the many CRM / ATS systems I've used, it's probably the most simple and quick to pick up.

Cons: I've only tried the beta. In future versions, I'd love to see G Suite integration and the ability to create custom fields (table editing).

Vendor Response

by Notehouse on February 11, 2019

Thank you Yiyi! We are so glad Notehouse helped you get a running start :) More features are coming as we expand and we thank you for these ideas and suggestions!

My Ideas

Jan 29, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: easy to integrate into my work flow. using it was easy. i am not too tech savvy I did not have any problems

Cons: I do not have a least favorite aspect of this product just yet.

Overall: I am more organized having all my notes in one place. I can access information much more quickly.

Vendor Response

by Notehouse on February 11, 2019

We are so glad that Notehouse is helping you out Andrea, your work sounds wonderful and so needed in this world! Thank you for being a part of the Notehouse family!

review

Jan 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: seamless and very well organized software

Cons: can we upload documents? it wasn't clear if i could..

Vendor Response

by Notehouse on February 11, 2019

We are glad you love the seamlessness of our system! As of right now you do not have the ability to upload documents as our number one priority is security and we are following all necessary HIPAA guidelines and adding third party information to a server adds additional technical issues. We are considering adding this feature in the future, however, and thank you so much for your feedback and support!

Perfect for keeping our family organized!

Feb 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: We are a family of two kids and two working parents, and there is a lot to keep organized at home! We need our system to be simple and flexible, so that we can keep track of everything we have going on without having to overthink it or worry about not being able to find things later. Notehouse is perfect for our needs - especially love the "important dates" and "at a glance" features, as well as how easy it is to customize.

Cons: I will need to use it a bit more to see if I would use the tags as much as other features.

Capterra loader

Simple and perfect!

Jan 30, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Really intuitive to learn and use. Makes it easy to keep track of people and notes, and really focused on that - very little clutter or unnecessary features, which I love!

Cons: While the mobile web experience is solid, I'd prefer to access via mobile within an app rather than web browser. Can't wait for the app!

Overall: It's made my scattered notes organized, easy to create, and easy to track.

Vendor Response

by Notehouse on February 11, 2019

So glad you are liking Notehouse Gabriel! Everything you're saying is exactly what we are aiming for - you've made our hearts sing! Working on a mobile app to hopefully come before the end of the year! Thank you!

Great for detail management; clean and clear

Jan 23, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The design is clear and straightforward - I didn't need a tutorial to start.

Cons: Would like to see more around the calendar function

Overall: I'm using this to track my own family needs. While I can see the benefit of monitoring a lot more people at once, it's also very helpful for remembering things in the past and not forgetting about what we have to do in the future.

Vendor Response

by Notehouse on February 11, 2019

So glad you found this to be useful! We are definitely thinking about adding a calendar integration as we progress! As a new software company we want to be as responsive as possible to our customer's needs and thank you for your feedback and support!

Great software

Jan 23, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Makes it easy to organize lots of info. Super applicable to many fields

Cons: A light but very manageable learning curve

Vendor Response

by Notehouse on February 11, 2019

Thank you so much Noam! We are so glad you liked Notehouse!!

Capterra loader

Amazing tool

Feb 03, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love it's ease of use and accessibility. This is a great, intuitive product! I really love it's simplicity!

Cons: It's still rolling out features so not everything is there yet, but it's a new product and I'm excited to see where they go.

Vendor Response

by Notehouse on February 11, 2019

Thank you Nicole!!! More features are coming and we are so thrilled you are loving us now!!!