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Casebook Pricing, Features, Reviews and Alternatives

Casebook product overview

Price starts from

25

/user

Per month

What is Casebook?

Casebook is a SaaS platform created for human and social services that is browser-based, providing secure remote access and flexible per-user pricing. Casebook is highly configurable allowing organizations to create and manage their own forms, tasks, and workflows and includes components for intake and referral management, case management, reporting, and more.

Key benefits of using Casebook

Casebook is built hand-in-hand with human services professionals, we understand the information you need to track and access on a daily basis, and we’ve based our entire platform around it.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

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

Casebook pricing information

Value for money

4.3

/5

16

Starting from

25

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Casebook features

Functionality

4.1

/5

16

Total features

64

4 categories

Most valued features by users

Reporting & Statistics
Scheduling
Activity Dashboard
Document Management
Activity Tracking
Customizable Reports
Workflow Management
Document Storage

Functionality contenders

Casebook users reviews

Overall Rating

4.2

/5

16

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.14/10
Rating distribution

5

4

3

2

1

9

5

0

0

2

Pros
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.

WR

Warren R.

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

RR

Rebecca R.

Casebook staff have been great. They respond promptly to my many questions as well as welcome feedback to improve the product.

SB

Shelby B.

Cons
This was a horrible experience and a waste of thousands of dollars.

LK

Leah K.

We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

JR

Justin R.

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.

JR

Justin R.

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Package! AWESOME CUSTOMER SUPPORT!!!

Reviewed 2 years ago

Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!

Pros

Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.

Cons

Minimal con is I wish we could rename certain sections.

Vendor response

Thank you for your review and thank you for the work that you do. We'll continue to evolve Casebook with feedback from customers like you.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Great platform, even better partner

Reviewed 2 years ago

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.

Pros

Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!

Cons

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

Vendor response

Justin - thanks for keeping us on our toes and helping us out with great feedback. We're lucky to have customers like you!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Very Disjointed Software

Reviewed 4 months ago

We decided to use another software to track cases.

Pros

The automation processes with client and providers.

Cons

The software is very disjointed. They do not allow you to look around in the demo. Features are in some modules but not in others like filling in forms. The system is not easy to use to track client and others connected to case. Documentation is sparse and they will onboard you over 6 weeks while charging you the monthly fees.

Vendor response

Hi Jeff, thanks for sharing your feedback. We're sorry your experience didn't match your expectations. Our team uses feedback like yours to constantly improve the platform and customer experience. Please contact us directly if we can provide additional assistance.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Using Casebook for small non-profit

Reviewed 7 months ago

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.

Pros

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.

Cons

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

We love Casebook!

Reviewed 2 years ago

We have had a wonderful experience from our first interaction with the team at Casebook. 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 Casebook is working closely with our team to customize it to best meet our needs.

Vendor response

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!

Casebook FAQs and common questions

Q. What type of pricing plans does Casebook offer?

Casebook has the following pricing plans:
Starting from: $25.00/month
Pricing model: Subscription


Q. Who are the typical users of Casebook?

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 support mobile devices?

Casebook supports the following devices:
Android, iPad, iPhone


Q. Does Casebook offer an API?

Yes, Casebook has an API available for use.


Q. What other apps does Casebook integrate with?

Casebook integrates with the following applications:
Google Forms, Microsoft Outlook, Zapier, Jotform, Google Calendar


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)

Common Casebook comparisons

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