App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
Casebook
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Configurable Human & Social Services Software
Table of Contents
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: January 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.
Key benefits of using Casebook
1. Manage your clients' cases and track their progress
2. Collaborate with your team and other professionals
3. Engage with your clients and provide personalized services
4. Analyze data and track outcomes to improve service delivery
5. Generate custom reports and share data with stakeholders
Casebook is more than just software. It's a solution that can help you transform your organization's service delivery and improve the lives of your clients. With Casebook, you can provide high-quality services that meet the needs of your clients, while also reducing administrative burden and costs.
Starting price
per month
Pros & Cons
Reporting
Data Capture
Customer Support
Intake Flow
Casebook’s user interface
Casebook pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.1
Features
4.0
Ease of use
3.9
Customer support
4.4
Reviews sentiment
What do users say about Casebook?
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.
Select to learn more
Who uses Casebook?
Based on 86 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Casebook's key features
Most critical features, based on insights from Casebook users:
All Casebook features
Features rating:
Casebook alternatives
Casebook
Starting from
29
/user
Per month
Givebutter
Starting from
No pricing info
Donorbox
Starting from
No pricing info
DonorPerfect
Starting from
No pricing info
Casebook pricing
Pricing plans
Pricing details:
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:
To see what individual users think of Casebook's price and value, check out the review snippets below.
Shelby B.
Director of Family and Community Engagement
Crystal E.
Executive Director
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.
Integration rating: 3.0 (1)
“I am neutral about Zapier because we have not yet been able to fully set it up and running for our agency. New features were recently added, and we aim to have them in place by Q3 to help streamline automation and integrations.”
Anonymous R.
Director of Data Systems and Compliance
Integration rating: 5.0 (2)
Integration rating: 5.0 (1)
Integration rating: 2.0 (1)
Other top integrations
Casebook customer support
What do users say about Casebook customer support?
Customer support rating:
We analyzed 22 verified user reviews to identify positive and negative aspects of Casebook customer support.
Multiple users highlight quick, attentive, and helpful customer support throughout onboarding and ongoing use.
A fair number of users report difficulty reaching live support, limited implementation help, and frustrating onboarding experiences.
Support options
Training options
To see what individual users say about Casebook's customer support, check out the review snippets below.
“Customer service and response is very good. When expressing privacy concerns they offered a work around and worked to resolve the problem in their software programming”
Korinne K.
Development
“Very quick and attentive customer support has made getting help so easy.”
Kristy B.
Housing Program Director
“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.”
Rochelle H.
Program Manager
Casebook FAQs
Casebook has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business
Q. What languages does Casebook support?
Casebook supports the following languages:
English
Q. Does Casebook offer an API?
Yes, Casebook has an API available for use.
Q. What level of support does Casebook offer?
Casebook offers the following support options:
Knowledge Base, Email/Help Desk, Chat, Phone Support, FAQs/Forum, 24/7 (Live rep)
