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Casebook
Casebook · New York, NY, United States · founded 2009
What it is
Casebook is a configurable, cloud-based case-management platform for human-service providers. It centralizes client, case, program, and provider information, with profiles connected across programs. Organizations can configure forms, workflows, reports, service plans, schedules, notifications, messages, referrals, case notes, audit logs, and outcome dashboards. Staff can complete intake, write notes, and log encounters from a phone or tablet while offline; records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked through completion, with stalled or unconfirmed items flagged. Built-in and custom reports provide current data and analytics. Listed integrations include SMS/MMS, calendar and email, Zapier, webhooks, and an API. Plans use annual US-dollar billing and per-user pricing: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.
For and against
For
- Centralizes client and case information
- Offline mobile data entry
- Configurable forms and workflows
- Referral tracking through completion
- Built-in and custom reporting
Against
- Annual payment pricing
- Starter limited to three users
- Team requires five users
The verdict
Casebook offers configurable case management with mobile field work, referrals, integrations, and reporting. Its per-user plans and user minimums should be matched to the organization’s size and needs.
Who it suits
Casebook is intended for nonprofits, NGOs, community organizations, and government agencies in human services. It suits teams needing configurable casework, field access, referrals, and reporting.
Plans and prices
Starter
up to 3 users · Optional Forms · SSO · Changemakers Onboarding
Read 28 Sep 2026 · casebook.net
Growth
1 automated workflow · 1 report writer · 3 configurable forms · custom reports
Read 28 Sep 2026 · casebook.net
Team
5-user minimum · 10 automated workflows · 10 report writers · 10 configurable forms
Read 28 Sep 2026 · casebook.net
Enterprise
base package includes 25 users · 100 automated workflows · 100 report writers · 100 configurable forms
Read 28 Sep 2026 · casebook.net
On the record
- Additional Forms
- Additional forms cost $35 per month for 5 forms.casebook.net · read 28 Sep 2026
- Additional Workflows
- Additional workflows cost $50 per month for 5 workflows.casebook.net · read 28 Sep 2026
- Annual USD Billing
- Prices are in US dollars and based on annual payment.casebook.net · read 28 Sep 2026
- Audit limit
- The audit-log search has a 90-day window per search.casebook.net · read 28 Sep 2026
- Audit trail
- Yescasebook.net · read 21 Sep 2026
- Client Portal Pricing
- Client Portal costs $99 on Growth and $149 on Pro, plus $29 per 50 client users; unavailable on Starter.casebook.net · read 28 Sep 2026
- Client records
- Casebook centralizes client, case, program, and provider details and connects a client profile across programs.casebook.net · read 28 Sep 2026
- Company Contact
- Casebook lists an address in New York, a phone number, and an email address.casebook.net · read 28 Sep 2026
- Company history
- Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017.casebook.net · read 28 Sep 2026
- Compliance
- Casebook describes the platform as HIPAA compliant and SOC 2 audited, and says it operates under a CJIS shared-responsibility framework for criminal-justice information.casebook.net · read 28 Sep 2026
- Configurable Platform
- Casebook supports configurable programs, workflows, and reporting requirements.casebook.net · read 28 Sep 2026
- Core features
- The platform lists built-in and custom reports, form building, service planning, scheduling and notifications, messaging and tagging, workflows, case notes, audit logs, relationship types, provider referrals, and outcome dashboards.casebook.net · read 28 Sep 2026
- Custom case fields
- Yescasebook.net · read 21 Sep 2026
- Customer contact
- Casebook says a real person will reply to contact-form submissions within one business day.casebook.net · read 28 Sep 2026
- Centralized Client Data
- Casebook stores client data, case management, and reporting in one unified platform.casebook.net · read 28 Sep 2026
- Deployment
- cloudcasebook.net · read 21 Sep 2026
- Enterprise Users
- Enterprise includes 25 users.casebook.net · read 28 Sep 2026
- Field work
- Users can complete structured intake, capture case notes, and log encounters from a phone or tablet offline, with automatic synchronization after reconnecting.casebook.net · read 28 Sep 2026
