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Sumac vs Casebook

Updated February 5, 2026

Sumac vs Casebook: Which is best for you?

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1 million+ businesses helped
2 million+ verified software reviews
Starting Price
$109.00

per month

$29.00

per month

Free Trial
Free Version
Screenshots
and Demo
Product Screenshot
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Product Screenshot
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Top Rated
  Features
Case Notes
5.0
Client Management
4.89
Volunteer Management
4.71
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Assessment Management
4.56
HIPAA Compliant
4.33
Case Notes
4.24
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Integrations
QuickBooks Online
QuickBooks Online
Constant Contact
Constant Contact
Mailchimp
Mailchimp
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Jotform
Jotform
Zapier
Zapier
Google Forms
Google Forms
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Pros / Cons
  • After an initial year of success, we expanded its use to include our Young Adults Guns, Gangs, and Human Trafficking program and our Mental Health program.
  • Like when they added an option for "other," it conflicted with how we added our own section to collect that data.
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  • The casebook has awesome features that allows you to store a wealth of information on clients in a short period of time almost instantaneously.
  • I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job.
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Ease-of-Use
Highest performing feature
in the comparison
4.2/ 5
3.9/ 5
Value for Money
Highest performing feature
in the comparison
4.2/ 5
4.1/ 5
Customer Support
Highest performing feature
in the comparison
4.7/ 5
4.4/ 5
Functionality
4/ 5
4/ 5
Support Options
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training Options
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
FrontRunners
N/A
N/A
Advisor
  Recommendations
N/A
N/A
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployment Options
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad