Pricing · 2026
Casebook pricing
4 plans on the record
Every plan
Starter
$29 a month, billed yearly
annual payment
up to 3 users · Optional Forms · SSO · Changemakers Onboarding
Read 28 Sep 2026 · casebook.net
Growth
$69 a month, billed yearly
annual payment
1 automated workflow · 1 report writer · 3 configurable forms · custom reports · intake application · optional SMS/MMS · calendar/email integration · Zapier
Read 28 Sep 2026 · casebook.net
Team
$99 a month, billed yearly
annual payment
5-user minimum · 10 automated workflows · 10 report writers · 10 configurable forms · 500 SMS/MMS messages included · webhooks · HIPAA BAA · audit logs
Read 28 Sep 2026 · casebook.net
Enterprise
Priced on request
base package includes 25 users · 100 automated workflows · 100 report writers · 100 configurable forms · external data interoperability API · 10 included volunteer users
Read 28 Sep 2026 · casebook.net