Casebook 2026: Benefits, Features & Pricing

As far as Casebook as a whole, I couldn't be happier. I have used plenty of different services online when it comes to data input & case management. But I can honestly say that as nervous as I was about switching to Casebook in the beginning, it has been the best one I have used, by far!

Casebook has been incredible for our team. From onboarding to troubleshooting to running through hypothetical situations with the CSM team, they have always made themselves available when needed and have a clear understanding of what caseworkers need from a case management platform.

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.

Overall it has made transitioning from our old database very smooth. It is user friendly and we appreciate having support to answer our questions when needed. I love how clean and easy to read everything is, and reporting possibilities are endless.

Casebook has become an essential tool for our agency. We use it daily to manage over 4,000 client records, track partner resources, and keep all program data in one place. It has improved compliance, made audits and monitoring visits smoother, and helped us see the true cost of service per client. This has allowed us to start making data-driven decisions, which is critical for sustainability in today’s nonprofit landscape. The platform is easy for staff to use, even those who are more focused on direct service, and the support from our Customer Success Manager [sensitive content hidden] has been invaluable in helping us organize and build our data processes. While there are areas for improvement in reporting flexibility, the overall impact on efficiency, compliance, and data management has been overwhelmingly positive.

Casebook has played a key role in the development of our Community Advocate Program. From our initial engagement with the sales team, through implementation, and now with ongoing customer support, the Casebook team has been an outstanding partner. The platform enhances my work by simplifying caseload management—ensuring accurate documentation, timely task reminders, effective data tracking, and reliable compliance.

I like that it is modernized with features that allow us to see our clients with their personal photos, upload information to see immediately, and process their information quickly.

My team and I have had an overall smooth experience with Casbook. It made managing our over 1600 cases easier.

Our overall experience with Casebook has been very positive. It’s proven to be a valuable investment for our organization—well worth the cost for the range of tools it offers. The platform helps us stay organized and effectively support the youth in our community by centralizing case notes, tracking meetings, and managing incentives and rewards. Casebook is fairly easy to use once you're familiar with the system, though there is a bit of a learning curve in the beginning. Fortunately, the support team is responsive and open to feedback, which has helped our staff adjust quickly. The calendar and reminder features have been especially useful for keeping up with check-ins and deadlines, and the reporting tools make it easy to track progress and share updates with donors and stakeholders. Managing donor data and organizing services has also been much smoother thanks to the platform’s structured layout and data management capabilities. Casebook keeps everything in one place, helping us stay aligned as a team while giving each staff member the information they need to best serve our young adults.

Casebook has been easy to learn and navigate. I have had some difficulties as a manager utilizing certain aspects (like gerting an overall view of employees use) that have not been set up for ease of use.