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.

Trying to connect a bunch of different tools, upgrading from spreadsheets or an outdated system?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. 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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12 Reviews of Casebook

Average User Ratings

Overall

4.58 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(7)

7

4 stars

(5)

5

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

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.

Response from Casebook

Replied June 2021

Justin - thanks for keeping us on our toes and helping us out with great feedback. We're lucky to have customers like you!

June 2021

Richard from LifeAnew

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

5.0

Customer support

5.0

Functionality

5.0

June 2021

Perfect software

Pros

Customizable, most applications aren't excited about change. Casebook actually looks to meet your needs

Cons

I just found it, it would have been a great asset years ago

Response from Casebook

Replied June 2021

We're glad you're happy with Casebook. Our job is to help the helpers and the only way to do that is to keep up with the times and do the right thing! We're glad you're our customer.

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.

June 2021

Taylor from For The Silent

Company Size: 2-10 employees

Industry: Individual & Family Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

June 2021

Simple and effective

Pros

Casebook is user friendly and simple to navigate

Cons

We currently use the "forms" section for casenotes in order to be able to track services accurately for our clients.

Response from Casebook

Replied June 2021

Thanks for taking the time to review Casebook. We appreciate your feedback!