I like to drop down boxes for ease of use when searching for clients.

This  software is very easy to maneuver through. It allows access to various case files at your fingertips.

It was very easy to integrate Casebook into our organization.

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.

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.

The software is very disjointed. They do not allow you to look around in the demo.

The limited customization options and features.

Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.

We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

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

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.

The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.

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.

This was a horrible experience and a waste of thousands of dollars.

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.

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.

The people at Casebook are great to assist, also the use of the system is great.

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.

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.

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.

Great but needs more flexibility for customization.

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

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.

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

Casebook is user friendly and simple to navigate.

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.

We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.

Sales pushed us to choose the DIY onboarding which was horrible.

Set up the product that firvus was very frustrating and wish it came with more consultation.

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.

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.

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

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

The entire Donor engine team is remarkable to work with. The ability to create and customize and eliminate any barriers to succeed.

The software is very user friendly, we ran into some issues with pulling in our legacy data because it was in a very old desktop versioned program.

Best Donor Management/Fundraising Software On The Market.

We have successfully pulled together 2  of the 3 programs thanks to Donor Engine with one more to go in the future.

It has been a very good tool and any issues are resolved quickly.

The information we now have available is incredible. Driven is easy to use and works for our team and organization.

All features are in this one product, which has made it cost effective as well as efficient. Customer service is amazing with very fast response time.

They definitely went above and beyond with excellent customer service and knowledgeable input.

Ease of use and that it is fairly intuitive. We are a work in progress but the Team at Donor Driven has been great to work with.

They are all outstanding in their professionalism, customer service, and teamwork not only within their company but with the clientele as well.

The staff at Donor Engine, were super helpful, very patient, they went above and beyond to help us pull and view our data the way we wanted it to into their software.

Working with Donor Engine, Lifeline Designs has been an amazing experience.

The customer service has been wonderful and they have been very responsive. We are still learning and working out how best to utilize certain features but overall it has been a great experience.

There are small inconsistencies and issues that make it slightly annoying, but overall they are a minor problem.

We found everything we needed to solve not only our DB issues, but also an all in one hub for almost everything that we do. Loved the customization that we could have with this product.

I have never worked with a software team that was so interested in creating a product that met all our needs even if they required custom work.

The software works seamlessly with our website. The ease of use for our participants is a welcome change from the system we used before.

If something happens to come up we contact our rep immediately and he gets things sorted out and we no longer have an issue.

More than anything else, we appreciate the exceptional support and service provided by the Lifeline Design team.

I like all the features and that it is both very user friendly and efficient.

US Dollar

Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can manage cases, clients, and services from any device on a HIPAA compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook helps you manage your clients' cases and track their progress, collaborate with your team, and effectively manage data securely. 

You can easily analyze data and track outcomes to improve service delivery. The platform provides a wealth of information that allows you to generate custom reports and share data with stakeholders. You can monitor your clients' progress and outcomes, identify trends, and make data-driven decisions to improve service delivery and outcomes.

With Casebook, you can transform your human service organization's service delivery and improve the lives of your clients.

If you're ready to take your organization's service delivery to the next level, contact us today to learn more about how Casebook can help you achieve your mission. 


LongDescription

Real-Time Analytics

Document Templates

Employee Management

Case Management

Email Alerts

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Progress Tracking

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

For Nonprofits

Customer Database

Calendar Management

Customizable Fields

Scheduling

Data Import/Export

Assessment Management

Multi-Location

Certification & Licensing

Self Service Portal

Contact Management

Mobile Access

Dashboard Creation

Training Management

Role-Based Permissions

Client Portal

Real-Time Notifications

Forms Management

Workflow Management

Website Integration

Child Welfare Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Reminders

Administrative Reporting

Volunteer Management

Program Management

Interaction Tracking

Alerts/Escalation

Real Time Reporting

Referral Management

Goal Setting/Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Customizable Forms

Appointment Management

Records Management

Summary Reports

Client Management

Drag & Drop

Third-Party Integrations

Task Management

Document Management

Communication Management

Collaboration Tools

Member Database

Event Scheduling

Web Forms

Attendance Management

Email Reminders

Email Tracking

Email Management

Casebook is available across four pricing plans, outlined below. 


Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Casebook

In Person

Live Online

Webinars

Documentation

Videos

Driven, formerly Donor Engine, is a comprehensive nonprofit software platform that can be configured to meet a wide variety of nonprofit organizational needs with the goal of creating a single database for all data and providing a 360-degree view of donors, volunteers and members from a single page.


Driven offers features such as donation and purchase tracking, automated donor communication, donor relationship management, campaign management, fundraising, event management, volunteer management, membership management and more. Actions and actives are automated where possible, and manual processes are regularly adjusted based on actual customer feedback.


The solution’s configuration and pricing are based on organizational needs, with support for everything from donor management and online fundraising to association and volunteer management. Organizations only pay for the features that they need.



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