# Page 3 | Casebook Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is Casebook the right Social Work Case Management solution for you? Explore 86 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200357/Casebook-Platform/reviews --- Casebook 4.2 (86) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 3 - Reviews of Casebook ## Showing most helpful reviews Showing 51-75 of 86 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MV Michelle V. Executive Director Religious Institutions Used the software for: 6-12 months ### "Casebook for Non-profit Client Tracking" November 4, 2022 3.0 Very difficult to use and implement. Customer Service was attentive at first--now they will not respond to to requests for a meeting to implement reporting. Pros The forms are customizable. We can add and remove items. Cons It is not intuitive to use. It is too complicated for volunteer use. Also, there when contacting a repeat client, the data collected from the first contact, disappears so one cannot compare where a person was at a year ago. One should be able to track progress rather than just the short history of outcomes.Also, creating the case first, then the person is just confusing. Review Source SW Shannon W. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "Casebook Review " February 22, 2023 4.0 Great customer service Pros CB Engage is a great place to see the entire case Cons A lot of time to input information and create individualized platform Alternatives considered [TherapyNotes, LLC](https://www.capterra.com/p/118981/TherapyNotes-com/)[TheraNest](https://www.capterra.com/p/130400/TheraNest-Mental-Health/) Reason for choosing Casebook Geared more toward what we needed to document Switched from [Empathic](https://www.capterra.com/p/138792/Empathic/) Needed less therapeutic platform Review Source SAK Siri Anand K. Resource Specialist Civic & Social Organization Used the software for: 1-2 years ### "Siri Anand Review " February 22, 2023 3.0 I do case Managment for a nonprofit. Pros I like the overall layout of . It is nice to have a data base for the students that I work with. Cons Creating and closing cases is much more complicated than it needs to be. There needs to be a more intuitive and simple way to open and close cases. Also when I close a case it still shows up with all of my other cases. When I close a case it would be nice if it did not show up with all of my other cases. It would be nice to have a cleaner set up Review Source GE Gisele E. Program Support Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "Amigos for Kids " October 4, 2022 5.0 Keeping track of our management and social work files in one database. Pros The numerous features from creating the form from the bottom up to storing files for a long time and saving files. Cons Some pdf files cannot be uploaded or certain parts of creating a form cannot be manage to include. Reason for choosing Casebook To begin creating and storing files on a digital platform Review Source TM Taylor M. Program Director Facilities Services Used the software for: 1-2 years ### "review" February 17, 2023 1.0 Pros You could upload your own forms and make them. Cons It seems something is always not working or changing. Very hard to navigate. Got charged before approving it. Tried to get money back and very rude staff. We had to pay for a whole year when we don't use it because we do not like the services it offers. Never again will we use or recommend. Reason for choosing Casebook Thought it would give us better features. Review Source MB Michelle B. Family Engagement Director Mental Health Care Used the software for: 6-12 months ### "Family Engagement " November 22, 2022 4.0 Customer support \[SENSITIVE CONTENT\] has been the reason we have stayed on! Pros Ease of use for collecting data/case managment Cons Reporting is not intuitive; Setting this up (11 months in) has NOT been easy. Reason for choosing Casebook it seemed customizable at that poinkt. Switched from [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) Need for reporting; it didn't capture what we needed Review Source KM Kathie M. Ecexutive Director Non-Profit Organization Management Used the software for: 6-12 months ### "We were never able to use the platform." June 5, 2023 2.0 Misleading and high sales pressure. Pros We were never able to implement it. It was a total waste of our nonprofit funds. Cons Sales pushed us to choose the DIY onboarding which was horrible. Several months in of us trying to set it up for out organization, I was told that most organizations that are successful implementing it on their own with just a few hours or training, usually have an “IT Team” to be successful. They knew we have 2.5 employees. Requested assistance from July of 2022 - April 2023. Finally we were provided additional self-help options in April 2023.Request for a partial refund since we were never able to use it for a single client, was denied. Review Source Response from Casebook June 5, 2024 Kathie, We are very sorry to hear that this was your experience. We are constantly working to improve our expectations setting and description of what is needed to successfully onboard the system. We have started offering a new service to pair organizations like yours with Casebook vetted consultants who can configure the system when there isn't capacity in-house to do so. KG Katelin G. Patient Advocate Individual & Family Services Used the software for: Less than 6 months ### "Casebook" October 7, 2022 2.0 We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system. Pros It is allowing us to compile our information from google drive into another space that makes sharing more accessible between colleagues. Cons It is not very user friendly and the time it takes to input information has not reduced at this point - we are still hopeful. Reason for choosing Casebook Unknown, not a part of that process Review Source CR Corey R. Program Director Non-Profit Organization Management Used the software for: 1-2 years ### "Case Management for Community Clients" February 27, 2023 4.0 Pros I like that it looks updated and modern. Cons It can be difficult to change your views to see more information at once. I feel like I have to click through a bunch of screens to get information on one client. Review Source KT Kiwanya T. Programs and Services Coordinator Non-Profit Organization Management Used the software for: 1-2 years ### "My Casebook Thoughts" February 17, 2023 5.0 Pros Easy to navigate as well as uploading documents that are needed for each client. Cons Non, really! Do not have any complaints at this time. Review Source NP Niki P. Program Director Judiciary Used the software for: Less than 6 months ### "Casebook assitance " October 4, 2022 5.0 The people at are great to assist, also the use of the system is great Pros I have learned over the past few weeks that is not hard to navigate and it makes my work environment more fluid Cons learning how to use it has been the most challenging for me Reason for choosing Casebook I did not choose it was in use when I gained my position Review Source vS vanessa S. Counselor Individual & Family Services Used the software for: Less than 6 months ### "Easy to use" January 14, 2022 5.0 I can manage clients files and documents much easier. Pros I like to drop down boxes for ease of use when searching for clients. Cons I haven't found any issues thus far with . Review Source Response from Casebook June 24, 2022 Thanks for review! We're happy to have you as a Casebook user, please don't hesitate to reach out if we can support you or your team. BR Brianna R. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Good product for small nonprofit " November 29, 2022 4.0 This software has taken my unorganized paper files and turned them into organized online files. Everything is in one place, it is easy to find, and I know it is safe. Pros I like how organized I am with this software. Cons There is a lot to figure out, and I simply have not had the time to learn everything. Reason for choosing Casebook I was able to talk to someone from at a conference and they sold me on it Review Source LK Leah K. CEO Non-Profit Organization Management Used the software for: Less than 6 months ### "Very difficult to implement! " April 24, 2022 1.0 This was a horrible experience and a waste of thousands of dollars. Don't be fooled by their great sales pitch! Pros We didn't like much about the software. It was very customizable but also extremely confusing! Cons I didn't like that we basically had to build it from scratch with very little help from the implementation team. Review Source Response from Casebook April 28, 2022 We aim to please and it looks like we let you down. Feedback like this helps us improve Casebook for organizations like yours. Thanks for the work you do. TF Toneisha F. Career Counselor Individual & Family Services Used the software for: 6-12 months ### "My Review" October 25, 2022 5.0 Pros This software is very easy to maneuver through. It allows access to various case files at your fingertips. Cons At this moment I have not found any issues with this software. Review Source JR John R. Intake Coordinator Civic & Social Organization Used the software for: 6-12 months ### "Great for our use" February 22, 2023 5.0 It is great for our needs Pros Great case management software between myself, our recovery coach and our counselors. Cons Moderately difficult learning curve..... Review Source AG Ana G. Domestic Violence Counselor Individual & Family Services Used the software for: Less than 6 months ### "Great but needs more flexibility for customization " August 17, 2022 4.0 Pros It looks great and is relatively user-friendly once onboarding is finalized. Cons The limited customization options and features. Some features that are missing include multiple choice fields, easier blend between intake and engage, and a way to easily integrate hotline calls. Review Source Response from Casebook September 1, 2022 Thanks for the feedback, Ana. We use feedback like yours to continuously improve Casebook. One of the challenges we face is to keep Casebook user-friendly while still providing the configuration options each organization would like. Two of the three things you mention are on our short-term roadmap, so we'll be in touch once these improvements are released. RR Rebecca R. Director of Programs Non-Profit Organization Management Used the software for: Less than 6 months ### "We love Casebook!" September 21, 2020 5.0 We have had a wonderful experience from our first interaction with the team at . 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 is working closely with our team to customize it to best meet our needs. Reason for choosing Casebook We were sold from the beginning. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) Ease of use and cost were the main factors. Review Source Response from Casebook June 29, 2021 We're so glad to hear the experience has been a good one so far. If there are ever issues, we're ready to help. And keep the feedback coming, we want Casebook to continue to meet your needs as they evolve. Thanks for being a Casebook customer! CE Crystal E. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "Brave Step comes onboard with Casebook" February 21, 2023 4.0 Pros The opportunity to bring numerous case management tasks into one place with was so appealing. The easy-to-create forms, the customization and excellent customer service (thanks, \[sensitive content hidden\]) has made our integration into Casebook a more positive one. Cons Despite the amazing support from \[sensitive content hidden\], we've struggled a bit with the onboarding and set up process. It's taken quite a bit longer than anticipated to structure the system to meet our needs. Review Source NR Natalie R. Director of Operations Non-Profit Organization Management Used the software for: Less than 6 months ### "Casebook for Case Managment " February 17, 2023 4.0 Pros I like how detailed it is. it captures all the necessary and important information needed from each client. Cons I would like to see cb intake and cb engage merge into one, as I think both go hand in hand and it often tedious to out the information twice. Review Source CS Casey S. Client Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Great Case Management" February 23, 2023 5.0 I enjoy using daily. Pros I like casebooks ease of use. The controls are self explanatory usually. Cons More training up front of the track portion. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/)[BestNotes](https://www.capterra.com/p/73807/BestNotes/) Different employer. Review Source JO Jacqueline O. Resiliency Navigator Civic & Social Organization Used the software for: Less than 6 months ### "Casebook Review" October 4, 2022 3.0 somewhat disappointed - Pros easy to capture information - tabs are identifiable Cons I would like to see the case move over to engage and be removed from the intake list - very confusing to find a case and determine if an engage case has been created- Review Source DG Dylan G. Development Director Non-Profit Organization Management Used the software for: 6-12 months ### "Great Platform with Even Better People" February 28, 2023 4.0 The customer service has been excellent. Everyone from pre-purchase to 1on1 tech support has been very helpful. Pros The software is relatively easy to use and they are regularly adding new features that make it more efficient. Cons Not being able to have group service notes or a roster was an issue that has been address by them! Review Source JK Jolie K. Director Mental Health Care Used the software for: Less than 6 months ### "Love casebook " February 26, 2023 5.0 It was frustrating at first, but we have the hang of it now Pros Everything . Mostly easy to navigate through the steps of Cons Set up the product that firvus was very frustrating and wish it came with more consultation. Review Source SB Shelby B. Director of Family and Community Engagement Individual & Family Services Used the software for: Less than 6 months ### "Great customer service " July 16, 2020 4.0 staff have been great! They respond promptly to my many questions as well as welcome feedback to improve the product! Pros I liked the ability to login and see tasks that were due each day at a glance! Cons They are still working out and customizing to meet our organizations needs but having to input the same tasks under each provider was time consuming. Review Source Response from Casebook September 14, 2020 We appreciate your review. Thanks to feedback from users like you, Casebook's features are constantly evolving and being improved upon. Our upcoming release of Workflows will eliminate the need to manually create the same tasks for each provider. Thanks for being a customer! ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.