About Casebook

Casebook is a SaaS platform created for human and social services that is browser-based, providing secure remote access and flexible per-user pricing. Casebook is highly configurable allowing organizations to create and manage their own forms, tasks, and workflows and includes components for intake and referral management, case management, reporting, and more.

Trying to connect a bunch of different tools, upgrading from spreadsheets, or an outdated system?

The Casebook Platform includes a suite of software that works together seamlessly, but API connectivity allows for you to work with tools you already use and integrate in order to form a single source of data on a HIPAA compliant platform.


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10 Reviews of Casebook

Average User Ratings

Overall

4.5 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(5)

5

4 stars

(5)

5

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 10 of 10 results

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May 2020

Dania from Heart of Courage

Company Size: 1 employee

Industry: Non-Profit Organization Management

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2020

Great Package! AWESOME CUSTOMER SUPPORT!!!

Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!

Pros

Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.

Cons

Minimal con is I wish we could rename certain sections.

Reasons for Choosing Casebook

The free trial, it was affiliated with the Casey foundation and it was geared for social service organizations.

Response from Casebook

Replied June 2020

Thank you for your review and thank you for the work that you do. We'll continue to evolve Casebook with feedback from customers like you.

September 2020

Justin from For The Silent

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2020

Great platform, even better partner

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.

Pros

Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!

Cons

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

Reasons for Switching to Casebook

Apricot's reporting system was too rigid for our needs. While Casebook's currently isn't a perfect fit either, the approach Apricot took was to try and up-sell us to expensive and ill-fitting custom development subscriptions and products, while Casebook guided us to a workflow and solutions that would work for us, while taking our needs as feedback for future product development. This gave us more confidence in Casebook as a long-term partner.

May 2020

elisabeth from Latin American Youth Center

Company Size: 51-200 employees

Industry: Civic & Social Organization

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

3.0

May 2020

Casebook is great

Pros

Providers have access to this platform and they are able to fill out forms.

Cons

I am not able to delete the provider's profiles that I had created. now that providers are able to access the forms on their own it would be useful to close out the old profiles.

Response from Casebook

Replied June 2020

Thanks for your review, we're lucky to have you as a customer! I've heard our Customer Success team was able to help out with deleting the provider profiles. If you continue to have concerns please let us know right away.

September 2020

Annette from UWSC/ Exchange Club Center for Family Unity

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

September 2020

Moving to a Digital Format

The team is awesome, its been a great experience for us!

Pros

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

Cons

It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need.

Reasons for Choosing Casebook

Price, willing to work with us, and product was more inline with what we needed for a nonprofit working in a family setting.

Response from Casebook

Replied September 2020

Thanks for your review! Real users are who we aim to please, so we'll continue to use feedback from you and your colleagues to keep Casebook's functionality aligned with your needs.

September 2020

Rebecca from For The Silent

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

We love Casebook!

We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.

Pros

We love the ease of the program and the wonderful customer service!

Cons

There are some features that we aren't able to use to their fullest capacity just yet but Casebook is working closely with our team to customize it to best meet our needs.

Reasons for Choosing Casebook

We were sold from the beginning.

Reasons for Switching to Casebook

Ease of use and cost were the main factors.

July 2020

Shelby from Croasroads Nola

Company Size: 2-10 employees

Industry: Individual & Family Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

Great customer service

Casebook staff have been great! They respond promptly to my many questions as well as welcome feedback to improve the product!

Pros

I liked the ability to login and see tasks that were due each day at a glance!

Cons

They are still working out and customizing casebook to meet our organizations needs but having to input the same tasks under each provider was time consuming.

Response from Casebook

Replied September 2020

We appreciate your review. Thanks to feedback from users like you, Casebook's features are constantly evolving and being improved upon. Our upcoming release of Workflows will eliminate the need to manually create the same tasks for each provider. Thanks for being a customer!

May 2020

Mandi from Crossroads NOLA

Company Size: 2-10 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2020

Great product for a growing organization

Pros

The biggest thing we were looking for in implementing this software for our org was the ability to track applicants to our program as they moved through various stages of the certification process, and Casebook has definitely been helpful with that. I think it will grow with us well as we work to expand to other areas of the state, allowing our staff to work remotely and still have the info they need as we recruit and support foster families.

Cons

Because we got in early, which was a plus, there are some features that are not fully up and running yet, especially related to applicants. We also ran into some bumps when importing our current contacts - I think that process could have been more streamlined.

Response from Casebook

Replied June 2020

Thanks for your review and for being an early adopter. Your feedback is how we improve.

May 2020

Matilda from Concilio

Company Size: 11-50 employees

Industry: Individual & Family Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

May 2020

Casebook is the way to go if you are looking to maintain your case files electronically!

Casebook is helping us to maintain family and children case files electronically. In the past we were utilizing paper files. It is a great benefit to have when enduring situations such as the current pandemic, where staff have to work remotely from home.

Pros

The fact that reports can be immediately generated from the data that has been input into the system. I also like the fact that forms can be generated and signed remotely by service recipients. Casebook can also be used to secure directions to a clients home and will provide pictures of the neighborhood and the clients home.

Cons

We have only been using the software for less than 6 months. Too soon to tell.

Reasons for Choosing Casebook

Casebook pricing was very reasonable. In addition, we were provided with a trial period encompassing a few months.

Response from Casebook

Replied June 2020

We're excited to be working with you. Thank you for your review.

May 2020

Adonis from Concilio

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

May 2020

Great tool for tracking program

Pros

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Cons

Still working through the kinks but thus far any issues we have encountered have been resolved by the team.

Response from Casebook

Replied June 2020

Thanks for your review! We're thrilled to be your partner.

July 2020

Lissa from El Concolio

Company Size: 11-50 employees

Industry: Civic & Social Organization

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Casebook

So far it good

Pros

Can be use in app Accessibility makes a great to use

Cons

Nothing still learn how to use it We just started with Case bookt therefore I have no problems with it yet

Response from Casebook

Replied July 2020

We're excited to have you on board! Thanks for sharing your experience.