--- description: Review of Casebook Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Casebook | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Social Work Case Management Software](/directory/4089/social-work-management/software) > [Casebook](/software/216199/casebook) # Casebook Canonical: https://www.softwareadvice.co.uk/software/216199/casebook Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.uk/software/216199/casebook?page=2) > Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can 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 helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely. You can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes. With Casebook, you can transform your human service organization's service delivery and improve the lives of your clients. If you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission. > > Verdict: Rated **4.2/5** by 86 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 86 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Casebook - **Location**: New York, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User - **Pricing Details**: Casebook is available across four pricing plans, outlined below. Starter: $29/ per user Growth: $69 / per user Professional: $99/ per user Enterprise: Starting at $2,199 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - CRM - Calendar Management - Case Management - Case Notes - Certification & Licensing - Child Welfare Management - Client Management - Client Portal - Collaboration Tools ## Integrations (7 total) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software) ## Related Categories - [Social Work Case Management Software](https://www.softwareadvice.co.uk/directory/4089/social-work-management/software) - [Nonprofit CRM Software](https://www.softwareadvice.co.uk/directory/4788/nonprofit-crm-software/software) - [Human Services Software](https://www.softwareadvice.co.uk/directory/4556/human-services/software) - [Charity Software](https://www.softwareadvice.co.uk/directory/4280/nonprofit/software) ## Alternatives 1. 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But learning Casebook was not an issue at all. > > **Cons**: I am not thrilled with each staff member having to create their own intake profile for the same person. Also if the person discontinues services, then we must create a new intake profile if they return. It would be nice to be able to reopen the one and that's it. > > As far as Casebook as a whole, I couldn't be happier. I have used plenty of different services online when it comes to data input \& case management. But I can honestly say that as nervous as I was about switching to Casebook in the beginning, it has been the best one I have used, by far\! ----- ### "A Catch-All Solution for Client and Program Data" — 4.0/5 > **Verified Reviewer** | *13 August 2025* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **Pros**: Casebook offers strong value for nonprofits managing multiple programs and contracts, centralizing over 4,000 client records and partner resources to streamline work and improve compliance. It is user-friendly, even for staff stronger at direct service than technical tasks, though administrators face an initial learning curve. Integration was straightforward but works best with a dedicated data staff member. While donor management is not our primary use, the platform could support it if needed. Reporting works well for standard needs, but more detailed analysis often requires exporting data. As a true catch-all for client and partner data, it keeps information secure with role-based access while allowing staff to work efficiently and stay connected. > > **Cons**: Casebook requires a dedicated data administrator to get the most out of its features, and without that role, some setup and workflow updates can be challenging. While the reporting tools handle standard needs, pulling more complex or specialized data often means exporting for additional analysis. Navigation can feel click-heavy, especially when looking up older records, and advanced customization may take extra time to configure. > > Casebook has become an essential tool for our agency. We use it daily to manage over 4,000 client records, track partner resources, and keep all program data in one place. It has improved compliance, made audits and monitoring visits smoother, and helped us see the true cost of service per client. This has allowed us to start making data-driven decisions, which is critical for sustainability in today’s nonprofit landscape. The platform is easy for staff to use, even those who are more focused on direct service, and the support from our Customer Success Manager \[sensitive content hidden\] has been invaluable in helping us organize and build our data processes. While there are areas for improvement in reporting flexibility, the overall impact on efficiency, compliance, and data management has been overwhelmingly positive. ----- ### "User friendly and efficient" — 5.0/5 > **Vicki** | *3 February 2026* | Individual & Family Services | Recommendation rating: 10.0/10 > > **Pros**: The ease of use is one of CASEBOOK’s strongest qualities. The interface is clean, intuitive, and thoughtfully organized, making it simple for both new and experienced users to navigate. The learning curve is surprisingly gentle. the platform’s logical layout helps reinforce confidence from day one. CASEBOOK’s reporting capabilities are another major advantage. Reports are flexible and easy to generate. When it comes to data management information is easy to store, retrieve, and organize, ensuring that nothing gets lost and everything stays consistent. The data entry experience is equally smooth—fields are clear, workflows make sense, and the system helps reduce duplication and errors. > > **Cons**: I’ve noticed that, on occasion, certain items within the platform may be added, changed, or adjusted without the user being immediately aware. Even with these occasional updates, CASEBOOK continues to be very easy to use and navigate. The overall experience remains smooth, intuitive, and reliable. > > CASEBOOK offers a well-rounded, user-friendly solution that supports efficient work with a friendly and supportive team. ----- ### "Housing Case Manager Casebook Review" — 3.0/5 > **Brittnay** | *6 March 2023* | Nonprofit Organization Management | Recommendation rating: 7.0/10 > > **Pros**: I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes. I like that it is customizable and that my colleagues can easily access the information that I want them to see easily or I can restrict it. > > **Cons**: That there is no android app that I can access Casebook from my phone from, and that there is not much for filing, holding onto, and organizing paperwork, documents, etc. I also do not care for how it appears so much and the lack of explanation in some way for the applications. I also wish there were areas that were more generalized and not specific just to clients but that the software could be more customizable to our company and how we run, rather than us having to conform to the software. > > It is way better than using the traditional paper filing case management system, however there are still some ways to go to perfecting it. Overall, I am happy to be able to have the software over not and I still think it is a great tool. ----- ### "Casebook is the next great case management platform" — 5.0/5 > **Allie** | *14 January 2026* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Casebook is one of the only platforms I have worked with that actually listens to their clients. They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process. Any troubleshooting I have needed in the last year has been addressed quickly and with continual updates. I adore the customer service team and how friendly they are. The platform is so easy to use and integrate with other platforms as needed through Zapier. I am looking forward to being a long term user\! > > **Cons**: I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times. Heidi was so helpful and patient, but i still found it to be difficult at times. Now I feel sometimes I'm too nervous to switch things up in fear of messing with something unintentionally. > > Casebook has been incredible for our team. 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. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.uk/software/216199/casebook?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/216199/casebook) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data