Casebook Reviews

We were never able to implement it. It was a total waste of our nonprofit funds.

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.

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.

data entry and it serves its purpose of allowing me to record information.

nonthing it serves its purpose of allowing me to record information.

I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes. I like that it is customizable and that my colleagues can easily access the information that I want them to see easily or I can restrict it.

That there is no android app that I can access Casebook from my phone from, and that there is not much for filing, holding onto, and organizing paperwork, documents, etc. I also do not care for how it appears so much and the lack of explanation in some way for the applications. I also wish there were areas that were more generalized and not specific just to clients but that the software could be more customizable to our company and how we run, rather than us having to conform to the software.

It seemed like a good optio at the time of purchase

Cost, over communication from sales team,

I like how we can add notes. The last software we had did not have that option.

I would like for easier ways to document instead of a 5 step thing.

Ability to customize to our organization Single contact person helping us step up our platformAll of our contact notes in one place and knowing who wrote them

There were a lot of glitches when we first started using Casebook. For instance if you are logged in on your laptop and switch back to your desktop, one will overwrite the other and not save your work. We learned this the hard way a few months in. Other con was the lag/load time. We had to work on our backend IT and get everything up to speed before we could use casebook in real time.

I like that it looks updated and modern.

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.

I like casebooks ease of use. The controls are self explanatory usually.

More training up front of the track portion.

I like the overall layout of Casebook. It is nice to have a data base for the students that I work with.

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

The system has simple form and user interface creation. Adding users is simple.

Lack of ability to customize data fields, remove or delete fields we do not use. Lack of implementation support, You must install and implement the software yourself, alot of client data must be entered manually. Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but it was not even an option.

This software is exactly what I needed for tracking candidate test results.

There is nothing that I like least about this software! It's very easy to use.

The software makes it easy to create a case, manage it and create reports to understand trends.

For our purpose, we do not use the intake tab. It was a unnecessary step

I can tell that a lot of thought went into this program. It tries to cover every area that you could possibly need to keep an organized database for social work and medical work. There's a lot of potential to use this platform to keep everything organized and kept together.

Sometimes, things aren't very intuitive. It doesn't flow super easy and those who have just started working in social work may not understand the terminology/where to go to complete their company's specified tasks. Also, the support chat system always seems to be down and it's hard to get in contact with anyone to ask simple questions.

I like how organized I am with this software.

There is a lot to figure out, and I simply have not had the time to learn everything.

This software is very easy to maneuver through. It allows access to various case files at your fingertips.

At this moment I have not found any issues with this software.

easy to capture information - tabs are identifiable

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-

I have learned over the past few weeks that casebook is not hard to navigate and it makes my work environment more fluid

learning how to use it has been the most challenging for me

We can use this product on our laptops, smart phones and hand held devises. The ability to put in notes and upload attachments into a case is very important to what we do.

1. I wish you could do tasks from the Engagement page instead of needing to go to Intake page. 2. The ability to start and stop time you spend on a client under the Case Email addresses/Communications. This helps with time spent on working with a client. Needing to add time under "Recent Notes" along with any conversation or work done helping a clients seems double work.

How EASY IT WAS TO USE, VERY VERY SIMPLE

Everything worked well for me. i am very pleased with casebook

We're so glad to have you as a customer and love hearing about how easy it is to use. Thanks for taking time our of your day to review Casebook!

Having easy access to the Resource Parents information contact information. Being able to search easily, upload documents and update resource parents information.

When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change it only as if is a new client, which then the past documents attached to the client is no longer on the new corrected page.

Thanks for being one of our valued customers, Albanerys. Your organization is one of our longest-running customers and we're proud to be your technology partner. Thanks for the work you do!

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on. With Casebook, we can track each cohort so that we can follow our participant's successes. One of the essential features of the Community Culinary School of Charlotte is the ability to query information to provide detailed information to our funders. The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software. It was very easy to integrate Casebook into our organization.

There isn't anything that I can think of that I don't like about Casebook. [SENSITIVE CONTENT] has been the best at ensuring that I understand everything about Casebook that I need to succeed.

Thanks for the great review, Warren! We're proud to be your partner and look forward to doing great things together!

Customizable, most applications aren't excited about change. Casebook actually looks to meet your needs

I just found it, it would have been a great asset years ago

We're glad you're happy with Casebook. Our job is to help the helpers and the only way to do that is to keep up with the times and do the right thing! We're glad you're our customer.

We love the ease of the program and the wonderful customer service!

There are some features that we aren't able to use to their fullest capacity just yet but Casebook is working closely with our team to customize it to best meet our needs.

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!

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Still working through the kinks but thus far any issues we have encountered have been resolved by the team.

Thanks for your review! We're thrilled to be your partner.

The biggest thing we were looking for in implementing this software for our org was the ability to track applicants to our program as they moved through various stages of the certification process, and Casebook has definitely been helpful with that. I think it will grow with us well as we work to expand to other areas of the state, allowing our staff to work remotely and still have the info they need as we recruit and support foster families.

Because we got in early, which was a plus, there are some features that are not fully up and running yet, especially related to applicants. We also ran into some bumps when importing our current contacts - I think that process could have been more streamlined.

Thanks for your review and for being an early adopter. Your feedback is how we improve.