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Overview
Casebook helps social service teams centralize client records, track outcomes, and generate real-time reports through customizable workflows. While form creation can require extra setup for some users, its adaptable platform supports diverse human services teams seeking efficient, data-driven case management.
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Starting Price
Custom
Casebook Specifications
- Reporting And Analytics
- Volunteer Management Software
- Communication management
- Grant Management
What Is Casebook?
Casebook is a configurable human services software for government agencies, non-profits, and social service providers. It supports case management in areas such as child and family services, school social work, and public safety. The platform offers customizable workflows, built-in and custom reporting, and per-user pricing. Casebook helps organizations manage client records, track outcomes, and access real-time data to improve efficiency and support community-focused services.
Casebook Pricing
The pricing for Casebook starts at $29/user/month, billed annually. This basic plan, known as Starter, includes Optional forms, SSO, and changemakers onboarding. Further pricing tiers of the software are as follows:
- Growth: $69/user/month (billed annually)
- Team: $99/user/month (billed annually)
- Enterprise: $2,199 for 25 users (billed annually)
In addition to the subscription fee, nonprofits using Casebook can incur additional costs for optional modules and feature expansions. These include additional workflows at $50/month for 5 workflows, additional forms at $35/month for 5 forms, volunteer seats at $29/month for 5 volunteers, report writers at $29/month per writer, and funding sources tracking at $49/month.
Disclaimer: The pricing is subject to change.
Casebook Integrations
Who Is Casebook For?
Casebook is designed for organizations delivering social and human services, including:
- Government agencies
- Nonprofit organizations
- Child welfare services
- Community social services
Is Casebook Right For You?
Casebook is ideal for organizations that need scalable, configurable case management and reporting with centralized client data. Hosted on AWS with robust encryption, it supports HIPAA and SOC 2 security frameworks and detailed access controls. Trusted by clients such as Bristol Bay Native Association and City of Highland Park, its configurable cloud platform allows teams to scale up users and workflows while centralizing client data and improving collaboration.
Still doubtful if Casebook is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Casebook Features
Built-In And Custom Reports
The platform provides built-in and custom reporting tools that help nonprofit and human service teams access detailed program data. These reporting capabilities allow organizations to generate standardized or tailored reports without manually compiling information. Teams can evaluate service outcomes, track program performance, and present data-backed insights that demonstrate the impact of their work.
Form Building
Casebook software includes form-building that simplifies how nonprofits collect and manage information. Organizations can design customized forms aligned with their workflows and reporting requirements. By replacing manual paperwork with digital forms, staff members can reduce administrative effort and dedicate more time to supporting clients and delivering community services.
Scheduling And Notifications
The system offers scheduling and notification tools that help human service teams coordinate tasks and program activities. Staff can manage timelines while ensuring relevant updates and reminders are shared with team members or stakeholders. This functionality improves communication, keeps service delivery organized, and helps organizations maintain consistent engagement with clients.
Workflows And Messaging
This feature supports structured workflows and integrated messaging to streamline internal collaboration within nonprofit teams. Staff members can share updates, assign responsibilities, and manage processes in a coordinated environment. Users can reduce fragmented information and maintain better continuity across programs and services.
Service Planning
The platform includes service planning tools that allow organizations to develop and manage individualized service plans effectively. Teams can collaborate on creating and monitoring plans within a centralized system. This structured approach helps nonprofits track progress, adjust services when needs change, and coordinate support activities to improve client outcomes.
Pros And Cons of Casebook
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
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Frequently Asked Questions
Who are the typical users of Casebook?
Casebook features are used by nonprofit organizations, child welfare services, government agencies, and community social services.
What types of pricing plans does Casebook offer?
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.
What other apps does Casebook integrate with?
Casebook primarily supports integration with Zapier software.
What level of support does Casebook offer?
Casebook offers support through a contact form, phone, email, and a newsletter
What language does Casebook support?
Casebook primarily supports English.
Does Casebook have a mobile app?
Yes, Casebook offers a dedicated mobile app.
Does Casebook offer an API?
Yes, Casebook offers an API.