--- title: "Casebook Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Casebook Software - reviews, pricing plans, popular comparisons to other Social Work Case Management products and more." source_url: "https://www.capterra.com/p/200357/Casebook-Platform/" page_type: "product" language: "en" --- # Casebook Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Casebook ## What is Casebook? Casebook Empowers Social Workers with Configurable Software Streamline your workflows, collaborate seamlessly, and access reports instantly with Casebook. Manage cases, clients, and services from any device on a secure platform tailored to your needs. Track progress, analyze results, and make data-driven decisions with pre-built and customizable reports. Save time, ensure compliance, and focus on delivering exceptional service and better outcomes. See how Casebook can transform your work. Contact us today for a custom demo and experience streamlined case management firsthand. ## What is Casebook used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/) Overall rating Based on 86 user reviews Reviews sentiment Positive 84% Neutral 8% Negative 8% Starting price $29 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Casebook alternatives Highest Rated [4.8 (494)](https://www.capterra.com/p/220131/Zeffy/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.5 (1,475)](https://www.capterra.com/p/2698/DonorPerfect-Fundraising-Software/reviews/) Starting price $119.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,062)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/200357/Casebook-Platform/alternatives/) ## FAQs about Casebook Overview ### Which roles and teams benefit most from Casebook? Casebook is most used by nonprofit executives, program directors, operations leaders, and frontline service teams such as social workers, case managers, and community advocates. These roles rely on it to track client services, manage program delivery, document outcomes, streamline intake and reporting, and maintain visibility across organizational and community support workflows. Answer based on 86 reviews Overview ### What company size and industries is Casebook built for? Casebook serves small human services organizations, with 98% of reviewers from small businesses and 50% from nonprofit organization management. It also fits government agencies, programs, and private providers, with 22% in individual and family services and 9% in civic and social organizations, often for nonprofit use. Answer based on 86 reviews Features and Usability ### What are the key features of Casebook? Casebook includes core case management features like client management, case notes, document management, and referral tracking. Reviewers also highlight differentiators such as customizable forms for data capture, reporting and analytics, calendar-based reminders, and role-based permissions that support shared, real-time access for distributed teams. Answer based on 31 reviews Pricing ### How much does it cost and what fees or limitations are included? Casebook starts at $29 per user/month for the Starter: The Essentials plan, designed for small teams with up to 3 users. Growth: Advanced Capabilities costs $69 per user/month, and Team: Pro Features Made Affordable costs $99 per user/month. No free version or free trial is listed. Answer based on 4 reviews Integrations ### Which third-party tools and platforms does Casebook integrate with? Casebook integrates with 7 third-party tools, including communication and productivity platforms such as Gmail, Google Calendar, Google Forms, Microsoft 365, and Microsoft Outlook, plus form tools Jotform and Zapier for connecting additional apps. Answer based on 4 reviews Getting Started and Support ### How hard is Casebook to set up? Casebook takes some upfront effort to configure, but many teams find the setup manageable with responsive support. Nonprofits, advocacy groups, and small organizations often mention a learning curve during implementation, while also noting that daily use becomes easier once forms, workflows, and reporting are fully configured. Answer based on 25 reviews Getting Started and Support ### How easy is it to onboard and train a team on Casebook? Casebook offers in-person training, live online sessions, webinars, documentation, and videos. Most staff learn day-to-day tasks quickly because the layout feels intuitive, including some nontechnical users. Admins and teams handling customization, setup, or tracking features usually need more time, and some reviewers wanted more upfront training. Answer based on 20 reviews Getting Started and Support ### What customer support options does Casebook offer, and how do users rate the experience? Casebook offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representatives, and chat. Many users describe support as responsive, attentive, and helpful during onboarding and troubleshooting. Some, however, report limited availability, difficulty reaching a representative, chat downtime, and a demanding self-setup process. Answer based on 31 reviews Features and Usability ### How customizable are Casebook forms? Casebook offers flexible form customization for case management, letting teams add, remove, and tailor fields to fit workflows. Many nonprofits and service providers value the live collaboration and shared access, though some organizations find setup time long, field controls limited, and deeper customization harder than expected. Answer based on 26 reviews ## Features AI summary Based on 398 Social Work Case Management reviews Capterra reviewers point to the following as the top priorities when choosing social work case management software: - **HIPAA Compliant** (**77%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**60%**) Casebook supports all three features buyers rate most highly: **HIPAA Compliant**, **Case Notes**, and **Client Management**. Together, these capabilities help organizations protect sensitive client data, maintain accurate documentation, and manage client relationships in one system, allowing teams to deliver more consistent care and keep casework organized. Case Management 4.1 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process HIPAA Compliant 4.3 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Case Notes 4.2 (34) 64.71% of 34 reviewers that rated this feature as important or highly important Access and track notes regarding case activities and updates within case files Client Management 4.2 (38) 76.32% of 38 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Reporting & Statistics 3.8 (19) 84.21% of 19 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Nonprofits 4.2 (34) 64.71% of 34 reviewers that rated this feature as important or highly important Software specialized for non-profit organizations Casebook 67 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Assessment Management: Creation, administration, and evaluation of assessments or tests - Attendance Management: Manage attendance for classes, shifts, meetings, or events - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Case Notes: Access and track notes regarding case activities and updates within case files - Certification & Licensing: Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Electronic Signature: Digitally sign online documents - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Tracking: Track delivered, received, and opened emails - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Event Scheduling: Plan an event's time and location - For Nonprofits: Software specialized for non-profit organizations - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Member Database: Add, store and access information pertaining to members - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Program Management: Process of managing several related projects or business activities to achieve organizational goals - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Records Management: Ability to record, store, update, and retrieve information - Referral Management: Log and store the source of contacts/leads - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Scheduling: Plan availability and assign specific time slots for tasks and resources - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Volunteer Management: Manage volunteer information and direct volunteer resources - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Website Integration: Seamlessly integrates with 3rd party websites - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (86) 4.0 Based on 86 reviews ## Pricing Value for money 4.1 (70) [View pricing plan details](https://www.capterra.com/p/200357/Casebook-Platform/pricing/) Starter: The Essentials $29.00 Per User,Per Month It includes: - Optional Forms - SSO - Changemakers Available Onboarding Growth: Advanced Capabilities $69.00 Per User,Per Month It includes: - 1 Automated Workflow - 1 Report Writer - 3 Configurable Forms - Custom Reports - SSO - Standard Intake Application - Optional SMS/MMS Integration - Calendar/Email Integration Option - Zapier - Changemakers or Lightspeed Onboarding Available Team: Pro Features Made Affordable $99.00 Per User,Per Month It includes: - 10 Automated Workflows - 10 Report Writers - 10 Configurable Forms - Standard Intake Application - 500 SMS/MMS Integration - SSO - Calendar/Email Integration Option - Webhooks - Zapier - Secure Data, HIPAA BAA - Lightspeed or Guided Support Available Onboarding - Custom Reports Enterprise: Predictable Pricing Maximum Value Contact us It includes: - 100 Automated Workflows - 100 Report Writers - 100 Configurable Forms - Standard Intake Application - 500 SMS/MMS Integration - Calendar/Email Integration Option - Webhooks - Zapier - Secure Data, HIPAA BAA - External Data Interoperability (API) Support - 10 Volunteer Users Included - Guided Support or Custom Available Onboarding Value for money 4.1 (70) 4.1 Based on 70 reviews ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Forms](https://www.capterra.com/p/176571/Google-Forms/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Jotform](https://www.capterra.com/p/158456/JotForm-4-0/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (72) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (72) 4.4 Based on 72 reviews ## User reviews Overall rating 4.2 Based on 86 reviews Filter by rating 5(42) 4(30) 3(7) 2(4) 1(3) Mentioned topic Sorted by most recent VH Vicki H. Intake and Screening Coordinator Individual & Family Services ### "User friendly and efficient" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2026 CASEBOOK offers a well-rounded, user-friendly solution that supports efficient work with a friendly and supportive team. Pros The ease of use is one of CASEBOOK’s strongest qualities. The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to navigate. The learning curve is surprisingly gentle. the platform’s logical layout helps reinforce confidence from day one. CASEBOOK’s reporting capabilities are another major advantage. Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and organize, ensuring that nothing gets lost and everything stays consistent. The data entry experience is equally smooth—fields are clear, workflows make sense, and the system helps reduce duplication and errors. Cons I’ve noticed that, on occasion, certain items within the platform may be added, changed, or adjusted without the user being immediately aware. Even with these occasional updates, CASEBOOK continues to be very easy to use and navigate. The overall experience remains smooth, intuitive, and reliable. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LG Lindsay G. Reflective Supervisor Non-Profit Organization Management ### "Helped us be able to accurately record and collect data on all the different aspects of our work." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 16, 2026 Overall it has made transitioning from our old database very smooth. It is user friendly and we appreciate having support to answer our questions when needed. I love how clean and easy to read everything is, and reporting possibilities are endless. Pros Casebook has been very easy to learn how to use. It has made it easy to enter information and also find information. Our agency has been able to pull data very easily for a variety of reporting needs. Cons Sometimes it takes several clicks before you can get to the section you want to make notes in. But considering how much time it saves us in other areas, this is minor. Switched from [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) The previous database was not meant to hold as much data as we were needing. It began to freeze and have problems with reporting. A lot of manual entry needed etc. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AA Allie A. Community Care Manager Non-Profit Organization Management ### "Casebook is the next great case management platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 14, 2026 Casebook has been incredible for our team. From onboarding to troubleshooting to running through hypothetical situations with the CSM team, they have always made themselves available when needed and have a clear understanding of what caseworkers need from a case management platform. Pros Casebook is one of the only platforms I have worked with that actually listens to their clients. They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process. Any troubleshooting I have needed in the last year has been addressed quickly and with continual updates. I adore the customer service team and how friendly they are. The platform is so easy to use and integrate with other platforms as needed through Zapier. I am looking forward to being a long term user! Cons I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times. Heidi was so helpful and patient, but i still found it to be difficult at times. Now I feel sometimes I'm too nervous to switch things up in fear of messing with something unintentionally. Switched from [Little Green Light](https://www.capterra.com/p/123954/Little-Green-Light/) We were stretching LGL further than it really should be used, its not built as a case management platform. As our needs increased, i made the decision to begin looking for a new platform. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Reasons for choosing Casebook The customer service, the features, the ability to customize, and the Zapier integration options. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MS Monique S. Coordinator of School Services Education Management ### "Easier Organization " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 January 14, 2026 My team and I have had an overall smooth experience with Casbook. It made managing our over 1600 cases easier. Pros What I liked most about Casebook is how easy and intuitive it is to use. The layout feels familiar and well-organized, which makes documentation straightforward rather than time-consuming. I appreciate that it’s user-friendly and doesn’t require a steep learning curve, allowing me to focus more on the work itself instead of navigating the system. Cons I did not like the building-out process; it was cumbersome. Setting up the initial configuration felt less intuitive than the daily navigation, and it took more time and effort than I originally anticipated to get everything aligned with our specific needs. It also took longer than I expected. Alternatives considered [CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Reasons for choosing Casebook I like the flow of casebook and the features Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Director of Data Systems and Compliance Non-Profit Organization Management ### "A Catch-All Solution for Client and Program Data" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 13, 2025 Casebook has become an essential tool for our agency. We use it daily to manage over 4,000 client records, track partner resources, and keep all program data in one place. It has improved compliance, made audits and monitoring visits smoother, and helped us see the true cost of service per client. This has allowed us to start making data-driven decisions, which is critical for sustainability in today’s nonprofit landscape. The platform is easy for staff to use, even those who are more focused on direct service, and the support from our Customer Success Manager \[sensitive content hidden\] has been invaluable in helping us organize and build our data processes. While there are areas for improvement in reporting flexibility, the overall impact on efficiency, compliance, and data management has been overwhelmingly positive. Pros Casebook offers strong value for nonprofits managing multiple programs and contracts, centralizing over 4,000 client records and partner resources to streamline work and improve compliance. It is user-friendly, even for staff stronger at direct service than technical tasks, though administrators face an initial learning curve. Integration was straightforward but works best with a dedicated data staff member. While donor management is not our primary use, the platform could support it if needed. Reporting works well for standard needs, but more detailed analysis often requires exporting data. As a true catch-all for client and partner data, it keeps information secure with role-based access while allowing staff to work efficiently and stay connected. Cons Casebook requires a dedicated data administrator to get the most out of its features, and without that role, some setup and workflow updates can be challenging. While the reporting tools handle standard needs, pulling more complex or specialized data often means exporting for additional analysis. Navigation can feel click-heavy, especially when looking up older records, and advanced customization may take extra time to configure. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) We switched from Salesforce because Casebook better fits our agency’s cost, usability, and nonprofit-specific compliance needs. While Salesforce is powerful, it requires more customization and technical support than we could maintain in-house. Casebook gave us a more user-friendly platform for staff who are stronger in direct service than data administration, while still meeting our reporting, tracking, and compliance requirements. It also allowed us to manage both client information and partner resource data in one place without relying on multiple add-ons. Alternatives considered [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) [Microsoft SQL Server](https://www.capterra.com/p/1417/SQL-Server/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing Casebook We chose Casebook because it met our usability, affordability, and compliance needs while giving us room to grow. It is user-friendly for staff stronger at direct service than technical tasks, can handle large-scale data (we currently host over 4,000 client records), and supports the customization our contracts require. It also allows us to track client information and partner resource activity in one place, which many alternatives do not offer without add-ons. Compared to other options, Casebook provided the best balance of cost, features, scalability, and nonprofit-specific support. Our Customer Success Manager, \[sensitive content hidden\] has also been an essential part of the experience, helping us design how we store, organize, and use our data for the most significant impact. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Stephanie H. Residential Manager at Passage DV Shelter Individual & Family Services ### "Casebook = my #1 contender in the unforgiving world of technology & data entry" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 7, 2025 As far as Casebook as a whole, I couldn't be happier. I have used plenty of different services online when it comes to data input & case management. But I can honestly say that as nervous as I was about switching to Casebook in the beginning, it has been the best one I have used, by far! Pros The ease that comes with using Casebook & integrating it into my everyday use for data management is for sure my favorite thing about Casebook. I am not tech savvy, so computer & technology does not come easy to me. But learning Casebook was not an issue at all. Cons I am not thrilled with each staff member having to create their own intake profile for the same person. Also if the person discontinues services, then we must create a new intake profile if they return. It would be nice to be able to reopen the one and that's it. Switched from [Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/) I Bridge was giving us all kinds of issues. Most of all it was constantly shutting down on us. That would cause us not to be able to input data or access data. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Kristen C. Community Advocate Government Administration ### "Improving my efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 6, 2025 Casebook has played a key role in the development of our Community Advocate Program. From our initial engagement with the sales team, through implementation, and now with ongoing customer support, the Casebook team has been an outstanding partner. The platform enhances my work by simplifying caseload management—ensuring accurate documentation, timely task reminders, effective data tracking, and reliable compliance. Pros Casebook's offerings are expansive making it difficult to narrow down, but the ease of implementation, responsive customer support, and transparent, competitive pricing. Cons It’s both a blessing and a challenge—Casebook offers so much customization that it can be overwhelming to make all the small decisions required to fully build out the program. Reasons for choosing Casebook Casebook’s features and offerings—combined with its competitive price point—ultimately set it apart from the competition. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Andria S. Human Services Project Manager Government Administration ### "The Many Benefits of Casebook" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2025 I like that it is modernized with features that allow us to see our clients with their personal photos, upload information to see immediately, and process their information quickly. Pros My Casebook was user friendly and easy to maneuver from page to page. The casebook has awesome features that allows you to store a wealth of information on clients in a short period of time almost instantaneously. Cons My favorite feature is that multiple people can work on the casebook at the same time. I like that it is live. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Adri M. Peer Mentor Non-Profit Organization Management ### "An amazing platform for organization" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2025 Our overall experience with Casebook has been very positive. It’s proven to be a valuable investment for our organization—well worth the cost for the range of tools it offers. The platform helps us stay organized and effectively support the youth in our community by centralizing case notes, tracking meetings, and managing incentives and rewards. Casebook is fairly easy to use once you're familiar with the system, though there is a bit of a learning curve in the beginning. Fortunately, the support team is responsive and open to feedback, which has helped our staff adjust quickly. The calendar and reminder features have been especially useful for keeping up with check-ins and deadlines, and the reporting tools make it easy to track progress and share updates with donors and stakeholders. Managing donor data and organizing services has also been much smoother thanks to the platform’s structured layout and data management capabilities. Casebook keeps everything in one place, helping us stay aligned as a team while giving each staff member the information they need to best serve our young adults. Pros Casebook helps our organization stay on top of all meetings, incentives, and rewards our young adults have received or are eligible for. It keeps our staff organized when working with each individual while also helping us operate more efficiently as a team. Cons The interface can occasionally be slow or a bit tricky to navigate, but the Casebook team is responsive and genuinely values our feedback. They take our suggestions and concerns seriously and are committed to improving the platform. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RH Rochelle H. Program Manager Civic & Social Organization ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 6/10 June 10, 2025 Casebook has been easy to learn and navigate. I have had some difficulties as a manager utilizing certain aspects (like gerting an overall view of employees use) that have not been set up for ease of use. Pros I like that Casebook is easy to use and navigate through the next category. It is easy to teach staff how to use it. Cons I don't like how my casenotes aren't chronological by date I don't like that it is difficult to get a customer service rep, instead you are recirected to a video for help, which doesnt always help. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 13, 2025 We're so glad to hear that you find Casebook easy to use and train staff on—that's one of our top priorities, especially for busy frontline teams. We also appreciate your honest feedback about areas for improvement. We understand how important it is for managers like you to get a clear view of staff activity. Your comments help us. 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