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Casebook

Casebook empowers social service teams to consolidate client information, monitor results, and produce instant reports using tailored workflows. Although settin...

0.00 | 0 Reviews

Casebook empowers social service teams to consolidate client information, monitor results, and produce instant reports using tailored workflows. Although settin...

Product Overview

Casebook empowers social service teams to consolidate client information, monitor results, and produce instant reports using tailored workflows. Although setting up forms may take additional effort for certain users, its flexible platform caters to various human services teams aiming for effective, data-informed case management.

Product Snapshot

Product Details

What Is Casebook?

Casebook is a versatile software solution tailored for human services, catering to government entities, non-profits, and social service organizations. It facilitates effective case management across various sectors, including child and family services, school social work, and public safety. The platform is equipped with customizable workflows, comprehensive reporting options—both built-in and custom—and a pricing model based on individual users. With Casebook, organizations can efficiently handle client records, monitor outcomes, and utilize real-time data to enhance operational efficiency and promote community-oriented services.

Casebook Pricing

The starting price for Casebook is $29 per user each month when billed annually. This introductory plan, referred to as Starter, encompasses optional forms, single sign-on (SSO), and onboarding for changemakers. The additional pricing tiers are outlined below:

  • Growth: $69/user/month (billed annually)

  • Team: $99/user/month (billed annually)

  • Enterprise: $2,199 for 25 users (billed annually)

Nonprofits using Casebook may also face extra expenses for optional modules and feature enhancements. These costs include:

  • Additional workflows: $50/month for 5 workflows

  • Additional forms: $35/month for 5 forms

  • Volunteer seats: $29/month for 5 volunteers

  • Report writers: $29/month per writer

  • Funding sources tracking: $49/month

If you're interested, request a customized pricing quote for your organization today!

Please note that the pricing may vary over time.

Casebook Integrations

This software seamlessly integrates with Zapier. To discover more about its integration capabilities, be sure to watch the demo of Casebook.

Who Is Casebook For?

Casebook is intended for entities that provide social and human services, including:

  • Government agencies

  • Nonprofit organizations

  • Child welfare services

  • Community social services

Is Casebook Right For You?

This platform is perfect for organizations seeking scalable and configurable case management solutions alongside comprehensive reporting features that centralize client information. Hosted on AWS with advanced encryption measures, it complies with HIPAA and SOC 2 security standards while offering detailed access controls. Trusted by clients such as Bristol Bay Native Association and City of Highland Park, its adaptable cloud infrastructure allows teams to expand both user access and workflows while centralizing client data to enhance collaboration.

If you still have questions about whether Casebook is suitable for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for more assistance.

Nonprofit Software Features

e signature
audit trails
time tracking
tax management
budgeting tools
case management
crm integration
email marketing
donor management
event management
expense tracking
grant management
trust accounting
billing invoicing
donation tracking
fundraising tools
vendor management
financial tracking
invoice management
payment processing
payroll processing
advocacy management
bank reconciliation
campaign management
document management
financial reporting
reporting analytics
workflow automation
fundraising software
volunteer management
client management crm
membership management
multi currency support
registration management
reporting and analytics
communication management
social media integration
budgeting and forecasting
document automationassembly
compliance security features
court calendaring scheduling
online fundraising platforms
volunteer management software

Pros

  • Easy transition from paper-based case tracking
  • Highly customizable forms and workflows
  • Centralized client records and case notes

Cons

  • Initial system setup requires significant time
  • Some reporting outputs require manual adjustments

Price

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Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Casebook features are used by nonprofit organizations, child welfare services, government agencies, and community social services.

The vendor offers four Casebook price plans, including Starter at $29/user/month, Growth at $69/user/month, Team at $99/user/month, and Enterprise at $2,199. Get a detailed Casebook cost breakdown tailored to your specific requirements.

Casebook primarily supports integration with Zapier software.

Casebook offers support through a contact form, phone, email, and a newsletter

Casebook primarily supports English.

Yes, Casebook offers a dedicated mobile app.

Yes, Casebook offers an API.