Casebook Pricing, Features, Reviews & Comparison of Alternatives

Casebook

Human services management software

4.5/5 (10 reviews)

Casebook overview

What is Casebook?

Casebook is a cloud-based human services management software that helps adoption, domestic violence, youth services, and other welfare organizations handle inspections, documentation, tasks, and more on a centralized platform. It allows public service employees to track applicant licensing for programs such as foster care, adoption, child care, and rehabilitation treatment.

Casebook enables staff members to view assigned tasks, prioritize applications based on geographical location, optimize routes, add notes and use eSigning capability to validate and attest forms and licenses. The intake module lets supervisors onboard new human service providers, receive incident reports, and send notifications, among other operations. It also offers search and filter functionalities, which allow users to track tasks based on provider details, license status, priority, and due dates.

Casebook provides an API, which lets organizations integrate the system with several third-party solutions. Administrators can configure user roles and permissions, restricting specific employees from viewing, editing, or deleting information. It also allows facilities to maintain a human services provider database with information such as name, date of birth, race, ethnicity, contact information, and employment details.
www.casebook.net

Pricing

Starting from
$29/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Casebook screenshot: Casebook dashboardAbout Casebook PBCCasebook screenshot: Casebook eSignatureCasebook screenshot: Casebook activity trackingCasebook screenshot: Casebook analyticsCasebook screenshot: Casebook main dashboard

Casebook user reviews

Excellent
5

Very good
5

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.3
  4.3
  5.0
Dania Carter

Great Package! AWESOME CUSTOMER SUPPORT!!!

Used occasionally for free trial
Reviewed 2020-05-08
Review Source: Capterra

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.

Response from Casebook


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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Justin Reese

Great platform, even better partner

Used monthly for less than 6 months
Reviewed 2020-09-18
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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elisabeth montero

Casebook is great

Used weekly for less than 6 months
Reviewed 2020-05-28
Review Source: Capterra

Pros
Providers have access to this platform and they are able to fill out forms.

Cons
I am not able to delete the provider's profiles that I had created. now that providers are able to access the forms on their own it would be useful to close out the old profiles.

Response from Casebook


Thanks for your review, we're lucky to have you as a customer! I've heard our Customer Success team was able to help out with deleting the provider profiles. If you continue to have concerns please let us know right away.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Annette Duncan

Moving to a Digital Format

Used daily for 6-12 months
Reviewed 2020-09-18
Review Source: Capterra

The team is awesome, its been a great experience for us!

Pros
The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

Cons
It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need.

Response from Casebook


Thanks for your review!

Real users are who we aim to please, so we'll continue to use feedback from you and your colleagues to keep Casebook's functionality aligned with your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Rebecca Renfrow

We love Casebook!

Used daily for less than 6 months
Reviewed 2020-09-21
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Casebook pricing

Starting from
$29/month
Pricing options
Subscription
View Pricing Plans

Casebook is available across three pricing plans, outlined below.

Prime: $29/ per user
Premium: $39 / per user
Pro: $49/ per user

Casebook features

API
Activity Dashboard
Case Management
Document Management
Inspection Management
Reporting & Statistics
Task Management

Activity Tracking (17 other apps)
Automatic Notifications (17 other apps)
Compliance Management (16 other apps)
Customizable Reporting (21 other apps)
Document Storage (16 other apps)
Equipment Tracking (15 other apps)
Geographic Maps (20 other apps)
Inventory Management (19 other apps)
Records Management (16 other apps)
Self Service Portal (19 other apps)
Third Party Integration (16 other apps)
Work Order Management (18 other apps)
Workflow Management (21 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Casebook

Key features of Casebook

  • Certification & Licensing
  • Child Welfare Management
View All Features