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.

Learn more

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.

Learn more

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.

Learn more

Sumac vs Casebook Comparison (2026)

Add to Compare

Compare similar apps

My Junna

4.8

CharityTracker

4.5

Good recommendations?

Sumac

Casebook

Overview

Simplify Human Service Case Management. Streamline Client Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant. Incudes Free Top-rated Support.

Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

179

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.4

132

Value for money

Ease of use

Features

Customer support

73%

would recommend this app

4.2

Value for money

Ease of use

Features

Customer support

64%

would recommend this app

Pros

“We started using Sumac to manage our youth programs that work with youth involved in the criminal justice system, and we’ve found it to be extremely helpful, reliable, and secure. When our funders required us to use a secure database for confidential client information, we researched Sumac and have never looked back.”

Rodrigo M.

Pograms Manager

“The platform makes it easy to keep all information organized, confidential, and accessible only to authorized staff. Whenever we’ve encountered an issue, Sumac Support has been outstanding; one email away, and their response time is often within minutes.”

Rodrigo M.

Pograms Manager

“It has improved how we document client interactions, manage referrals, and collect data across multiple programs.”

Maryam J.

Youth Outreach Worker

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

“At times, the system can be a bit slow when multiple users are logged in, and some customization features (like form templates) require admin access or additional setup support.”

Maryam J.

Youth Outreach Worker

“The only issue we’ve encountered (easily resolved by an administrator) is that client files sometimes become locked, and staff cannot unlock them independently.”

Rodrigo M.

Pograms Manager

“Actually, my one complaint is they changed the gift entry form and it is not nearly as flexible as the older form had been.”

Nancy M.

Director

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.”