It was a mental adjustment moving from our former platform to Casebook, but I have found that I really appreciated that it is people-centric. This will be super beneficial as we continue to serve more clients. The customer service is superb from the initial interest to getting onboarding. They also offer ongoing support and training with free and paid options. We appreciate having forms accessible to complete within the platform that we can customize as well.

Initially there were so many options to customize that is a bit of a learning curve to adjust to.

The customer service has been great. It feels like a small, really engaged team.

I like that I can bring in my clients in a way that feels very human. I helps be build holistic supports around them and capture all the ways I've helped them.

I basically using it like a CRM, but a more humanistic one. It can be challenging because I need to be really creative with how I use the different features. There are capabilities I wish it had, as a solopreneur, especially when it comes to marketing, but I understand that was not was Casebook was built to do.

We have not found anything what we like most thus far.

This system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything.

*Customer Service is excellent *User-friendly *Affordable *Transparent company (Staff has been very honest about things that they are improving)

*Fairly new company so still working out some kinks with some system features.

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.

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!

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.

Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself!

The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming.

Great customer service

CB Engage is a great place to see the entire case

A lot of time to input information and create individualized platform

We have and are having a good experience with Casebook even though we are learning more about the software daily.

It has given us a place to store and track our clients.

We understand that Casebooks is implementing new things over time, so we are here for the new implementations!

We are new to using Casebook and still in the Onboarding process, but it will hopefully eliminate the need for our program to utilize spreadsheets and word documents to collect client information and contact notes.

The ease of use in capturing client data and referral information.

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there. It makes the most sense for us to eliminate that step and keep all documents housed in the database exclusively.

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!!!!

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

Minimal con is I wish we could rename certain sections.

It is fantastic to have all information captured electronically. The flexibility of the set-up enables us to capture additional fields on an ongoing basis. Reporting so far seems to produce what we need, and the help desk is very responsive. It has just been an unexpectedly cumbersome experience which we are still sorting out. We are not finished with our implementation but do hope and expect to achieve what we need to streamline our process.

The software is flexible allowing organizations to customize for specific needs. The help desk is extremely responsive.

The implementation process was not what we expected. We started with someone who left the company after we had received two sessions. We were asked for our own internal reports up front which we assumed would be used to frame the training. It seemed we just jumped right into entering data without being asked how we use it or report on it. This led to much re-doing of set-up. There were a number of "quick tips" that would have been helpful to know about up front. Much of the implementation is left up to the customer to read and learn on their own. It is confusing from an operational workflow perspective to enter intakes, people and cases all separately. It would be easier to enter them in one flow of work. It would also have been ideal to completely customize the order in which fields are listed as well as the fields itself. Ultimately, the software enables us to capture data needed but the workflow is not simple from an operational perspective.In short, having Casebook truly understand our organization up front both operationally and as it pertains to reporting would have enabled the implementation process to be more productive.

The problems that I can solve with Casebook are excellent. From tracking participants' employment history, career coaching sessions, graduation dates, etc.

What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment history to the medications that they are on. With Casebook, we can track each cohort so that we can follow our participant's successes. One of the essential features of the Community Culinary School of Charlotte is the ability to query information to provide detailed information to our funders. The advantage of using Casebook is that you will capture data on all of your clients smoothly and effectively. Thanks, Casebook, for such amazing software. It was very easy to integrate Casebook into our organization.

There isn't anything that I can think of that I don't like about Casebook. [SENSITIVE CONTENT] has been the best at ensuring that I understand everything about Casebook that I need to succeed.

We decided to use another software to track cases.

The automation processes with client and providers.

The software is very disjointed. They do not allow you to look around in the demo. Features are in some modules but not in others like filling in forms. The system is not easy to use to track client and others connected to case. Documentation is sparse and they will onboard you over 6 weeks while charging you the monthly fees.

I'm still learning, so I will admit that my experience is limited. I hope that it can continue to grow and become more user-friendly.

I can tell that a lot of thought went into this program. It tries to cover every area that you could possibly need to keep an organized database for social work and medical work. There's a lot of potential to use this platform to keep everything organized and kept together.

Sometimes, things aren't very intuitive. It doesn't flow super easy and those who have just started working in social work may not understand the terminology/where to go to complete their company's specified tasks. Also, the support chat system always seems to be down and it's hard to get in contact with anyone to ask simple questions.

Overall we have had a less than thrilling experience with the product and have run into many difficulties as we try to record people data as best as we can. We had to completely change the way that we used the system about 6 months into using it. It has resolved a lot of issues for us, however was a time consuming and difficult process.

What I appreciate most about this software is how it growing with our organization. Casebook is listening to what we need and adapting the platform to meet those needs.

What I like least about this platform is it's lack of customization. Not only was it hard for our organization to completely grasp new verbiage instead of implementing our own, but we are also limited to the capabilities only that the system already has, which was not the impression we had at the beginning.

It very overwhelming how many tools and capabilities this software has however after approximately 3 months of using it every single day we are learning what we need and what isn't so important after all.

Ability to customize to our organization Single contact person helping us step up our platformAll of our contact notes in one place and knowing who wrote them

There were a lot of glitches when we first started using Casebook. For instance if you are logged in on your laptop and switch back to your desktop, one will overwrite the other and not save your work. We learned this the hard way a few months in. Other con was the lag/load time. We had to work on our backend IT and get everything up to speed before we could use casebook in real time.

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.

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

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.

Customer support [SENSITIVE CONTENT] has been the reason we have stayed on!

Ease of use for collecting data/case managment

Reporting is not intuitive; Setting this up (11 months in) has NOT been easy.

Having easy access to the Resource Parents information contact information. Being able to search easily, upload documents and update resource parents information.

When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change it only as if is a new client, which then the past documents attached to the client is no longer on the new corrected page.

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

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.

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.

I do case Managment for a nonprofit.

I like the overall layout of Casebook. It is nice to have a data base for the students that I work with.

Creating and closing cases is much more complicated than it needs to be. There needs to be a more intuitive and simple way to open and close cases. Also when I close a case it still shows up with all of my other cases. When I close a case it would be nice if it did not show up with all of my other cases. It would be nice to have a cleaner set up

It is way better than using the traditional paper filing case management system, however there are still some ways to go to perfecting it. Overall, I am happy to be able to have the software over not and I still think it is a great tool.

I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes. I like that it is customizable and that my colleagues can easily access the information that I want them to see easily or I can restrict it.

That there is no android app that I can access Casebook from my phone from, and that there is not much for filing, holding onto, and organizing paperwork, documents, etc. I also do not care for how it appears so much and the lack of explanation in some way for the applications. I also wish there were areas that were more generalized and not specific just to clients but that the software could be more customizable to our company and how we run, rather than us having to conform to the software.

Client/case file management

The system has simple form and user interface creation. Adding users is simple.

Lack of ability to customize data fields, remove or delete fields we do not use. Lack of implementation support, You must install and implement the software yourself, alot of client data must be entered manually. Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but it was not even an option.

We can use this product on our laptops, smart phones and hand held devises. The ability to put in notes and upload attachments into a case is very important to what we do.

1. I wish you could do tasks from the Engagement page instead of needing to go to Intake page. 2. The ability to start and stop time you spend on a client under the Case Email addresses/Communications. This helps with time spent on working with a client. Needing to add time under "Recent Notes" along with any conversation or work done helping a clients seems double work.