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Casebook

Configurable Human & Social Services Software

Table of Contents

Is this product right for your business?

Find out with a

Casebook - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: September 2026

Casebook overview

What is Casebook?

Casebook is a comprehensive human services software that empowers social workers, case managers, and other human services professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, get on-demand reports easily, and deliver better outcomes.

Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely.

You can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes.

With Casebook, you can transform your human service organization's service delivery and improve the lives of your clients.

If you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission.

Starting price

29per user /
per month

Alternatives

with better value for money

Pros & Cons

Client Information

Setup

Reporting

Intake Flow

User Expectations

Do you work for Casebook? Manage this product listing

Casebook’s user interface

Ease of use rating:

4.2

(86)

Casebook reviews

Overall rating

4.2

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.64/10

Rating distribution

Pros

“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.”

Adri M.

Peer Mentor

“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.”

Allie A.

Community Care Manager

“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.”

Andria S.

Human Services Project Manager

Cons

“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.”

Monique S.

Coordinator of School Services

“I am not thrilled with each staff member having to create their own intake profile for the same person.”

Stephanie H.

Residential Manager at Passage DV Shelter

“Now I feel sometimes I'm too nervous to switch things up in fear of messing with something unintentionally.”

Allie A.

Community Care Manager

Who uses Casebook?

Based on 86 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Non-Profit Organization Management

Individual & Family Services

Government Administration

Education Management

Others

Use cases

Nonprofit

Social Work Case Management

Human Services

Nonprofit CRM

Casebook's key features

Most critical features, based on insights from Casebook users:

Case notes

4.2

(34)

Client management

4.2

(38)

Document management

3.8

(30)

Reporting/Analytics

3.5

(25)

Scheduling

3.7

(19)

Goal setting/tracking

3.0

(2)

All Casebook features

Features rating:

4.0

(86)

Access controls/permissions

(0)

Activity dashboard

(0)

Activity tracking

3.0

(1)

Ad hoc reporting

(0)

Administrative Reporting

(0)

Alerts/Escalation

(0)

Alerts/Notifications

(0)

API

(0)

Appointment management

2.0

(1)

Assessment management

4.6

(9)

Attendance management

(0)

Calendar management

(0)

Case management

4.1

(8)

Case notes

4.2

(34)

Certification & licensing

(0)

Child Welfare Management

(0)

Client management

4.2

(38)

Client portal

(0)

Collaboration tools

(0)

Communication management

3.5

(4)

Contact database

3.2

(6)

Contact management

4.1

(16)

CRM

3.8

(4)

Customer database

4.0

(2)

Customizable fields

3.7

(16)

Customizable forms

3.4

(9)

Customizable reports

4.0

(6)

Dashboard creation

(0)

Data import/export

4.0

(13)

Document management

3.8

(30)

Document storage

(0)

Document templates

(0)

Electronic signature

(0)

Email alerts

(0)

Email management

(0)

Email tracking

(0)

Employee management

(0)

Event scheduling

5.0

(1)

Forms management

3.9

(26)

For nonprofits

4.2

(34)

Goal setting/tracking

3.0

(2)

HIPAA compliant

4.3

(6)

Interaction tracking

(0)

Member database

3.4

(12)

Mobile access

(0)

Multi-Location

(0)

Program management

3.8

(25)

Progress reports

(0)

Progress tracking

(0)

Real-Time analytics

(0)

Real-Time notifications

(0)

Real-Time reporting

4.2

(10)

Records management

(0)

Referral management

2.8

(4)

Referral tracking

(0)

Reminders

(0)

Reporting/Analytics

3.5

(25)

Reporting & statistics

3.8

(19)

Role-Based permissions

(0)

Scheduling

3.7

(19)

Self service portal

3.3

(6)

Summary Reports

(0)

Task management

(0)

Task scheduling

(0)

Third-Party integrations

(0)

Training management

(0)

Volunteer management

2.5

(2)

Web forms

(0)

Website integration

(0)

Workflow management

4.0

(1)

Casebook alternatives

Casebook

4.2

(86)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

3.9

Features

4.0

Value for Money

4.1

Customer Support

4.4

NewOrg

4.8

(76)

visit website

Starting from

250

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.7

Value for Money

4.9

Customer Support

5.0

CharityTracker

4.5

(1K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.4

Value for Money

4.6

Customer Support

4.6

DonorPerfect

4.5

(1.4K)

visit website

Starting from

119

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.3

Value for Money

4.5

Customer Support

4.8

Casebook pricing

Value for money rating:

4.1

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Starter: The Essentials

/user

Per month

Features included:

Optional Forms
SSO
Changemakers Available Onboarding

Growth: Advanced Capabilities

/user

Per month

Features included:

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

/user

Per month

Features included:

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

No pricing info

Features included:

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

User opinions about Casebook price and value

Value for money rating:

4.1

(86)

To see what individual users think of Casebook's price and value, check out the review snippets below.

Adri M.

Peer Mentor

Allie A.

Community Care Manager

Casebook integrations (7)

Integrations rated by users

We looked at 86 user reviews to identify which products are mentioned as Casebook integrations and how users feel about them.

Microsoft Outlook

Integration rating: 5.0 (2)

Google Forms

Integration rating: 5.0 (1)

“We use google forms for internal surveys.”

Mat B.

Senior Engineer

Formsite

Integration rating: 5.0 (1)

“Anytime I need a form or survey, building it in Formsite has been much better than trying to build it in Constant Contact.”

Ashley H.

Marketing Coordinator

Zapier

Integration rating: 3.0 (1)

Jotform

Integration rating: 2.0 (1)

Other top integrations

Casebook customer support

What do users say about Casebook customer support?

Customer support rating:

4.4

We analyzed verified user reviews to identify positive and negative aspects of Casebook customer support.

A fair number of users highlight responsive, friendly, and attentive customer support throughout onboarding and ongoing use.

A subset of reviewers mention difficulty reaching support staff directly, with chat systems down and reliance on video help.

Support options

Knowledge base

Email/help desk

Chat

Phone support

Faqs/forum

24/7 (live rep)

Training options

Videos

Live online

Webinars

In person

Documentation

To see what individual users say about Casebook's customer support, check out the review snippets below.

Allie A.

Community Care Manager

“From our initial engagement with the sales team, through implementation, and now with ongoing customer support, the Casebook team has been an outstanding partner.”