Casebook Overview

Casebook

By Casebook

4.7★★★★★(32 Ratings)Write review

What is Casebook?

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.

Who is Casebook best for?

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 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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