Casebook Overview
Casebook helps Human Service organizations get data out of their file cabinets and into a digital database. Create custom fields, edit forms, and track data that matters to your team, your funders, and your community. Bring it all together and manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook was originally developed by the Annie E. Casey Foundation.
Nonprofits, state & local government agencies, and private providers seeking to upgrade from spreadsheets or disjointed systems. Per-User Pricing starts at $29 monthly (includes Reporting)
Casebook Details
Casebook Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Casebook Support options
24/7 Live Rep
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Casebook Training options
Documentation
In-Person
Live Online
Videos
Webinars
Casebook Related Categories
Casebook Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Casebook Pricing
Casebook is available across four pricing plans, outlined below.
Starter: $25/ per user
Growth: $49 / per user
Professional: $69/ per user
Enterprise: Packages available for 25, 50, and 100+ users
Casebook Features
Most valued Casebook features by users
Volunteer Management
Document Management
Donor Management
Membership Management
Scheduling
Event Management
Fundraising Management
Committee Management
Case Management
Goal Setting / Tracking
Contact Management
Forms Management
Case Notes
Grant Management
Training Management
Client Management
Social Media Integration
Program Management
Referral Management
Time Tracking
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