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Casebook
by Casebook
What Casebook is
Casebook is a configurable, cloud-based case-management platform for human-service providers. It centralizes client, case, program, and provider details, linking a client profile across programs. Organizations can configure programs, workflows, forms, and reporting requirements. Core tools include intake, service planning, scheduling, notifications, messaging, tagging, case notes, referrals, audit logs, relationship types, and outcome dashboards. Staff can complete structured intake, write notes, and log encounters from a phone or tablet while offline; records synchronize after reconnecting. Referrals are sent to providers in a service directory and tracked through completion, with stalled or unconfirmed referrals flagged. Built-in and custom reports provide current data and analytics. Integrations include SMS/MMS, calendar and email, Zapier, webhooks, and an API. Casebook describes HIPAA compliance, SOC 2 auditing, and a CJIS shared-responsibility framework. Plans use annual per-user billing: Starter is $29 a month for up to three users, Growth is 69.00 USD, and Team is 99.00 USD with a five-user minimum.
Who it suits
It suits nonprofits, NGOs, community organizations, and government agencies providing human services. Configurable workflows and offline mobile work support varied case-management programs.
What it does well
- Centralizes client and case information
- Offline mobile entry synchronizes after reconnecting
- Configurable workflows, forms, and reports
- Referral tracking flags stalled cases
- Integrations include Zapier, webhooks, and API
What to know first
- No free plan
- Starter supports only up to three users
- Team requires at least five users
- Audit-log searches cover 90 days per search
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | annual payment · up to 3 users · Optional Forms · SSO · Changemakers Onboarding | $29 a month |
| Growth | annual payment · 1 automated workflow · 1 report writer · 3 configurable forms · custom reports · intake application · optional SMS/MMS · calendar/email integration · Zapier | $69 a month |
| Team | annual payment · 5-user minimum · 10 automated workflows · 10 report writers · 10 configurable forms · 500 SMS/MMS messages included · webhooks · HIPAA BAA · audit logs | $99 a month |
| Enterprise | base package includes 25 users · 100 automated workflows · 100 report writers · 100 configurable forms · external data interoperability API · 10 included volunteer users | On request |
As casebook.net lists them, read 28 Sept 2026. The maker's own page has the final word.
Verdict
Casebook offers configurable case management with field access, referrals, reporting, and integrations. Its per-user annual pricing and plan thresholds should be reviewed alongside each organization’s workflow needs.
Facts from Casebook's own pages
- Additional Forms
- Additional forms cost $35 per month for 5 forms. · casebook.net, 28 Sept 2026
- Additional Workflows
- Additional workflows cost $50 per month for 5 workflows. · casebook.net, 28 Sept 2026
- Annual USD Billing
- Prices are in US dollars and based on annual payment. · casebook.net, 28 Sept 2026
- Audit limit
- The audit-log search has a 90-day window per search. · casebook.net, 28 Sept 2026
- Audit trail
- Yes · casebook.net, 21 Sept 2026
- Client Portal Pricing
- Client Portal costs $99 on Growth and $149 on Pro, plus $29 per 50 client users; unavailable on Starter. · casebook.net, 28 Sept 2026
- Client records
- Casebook centralizes client, case, program, and provider details and connects a client profile across programs. · casebook.net, 28 Sept 2026
- Company Contact
- Casebook lists an address in New York, a phone number, and an email address. · casebook.net, 28 Sept 2026
- Company history
- Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017. · casebook.net, 28 Sept 2026
- Compliance
- Casebook describes the platform as HIPAA compliant and SOC 2 audited, and says it operates under a CJIS shared-responsibility framework for criminal-justice information. · casebook.net, 28 Sept 2026
- Configurable Platform
- Casebook supports configurable programs, workflows, and reporting requirements. · casebook.net, 28 Sept 2026
- Core features
- The platform lists built-in and custom reports, form building, service planning, scheduling and notifications, messaging and tagging, workflows, case notes, audit logs, relationship types, provider referrals, and outcome dashboards. · casebook.net, 28 Sept 2026
- Custom case fields
- Yes · casebook.net, 21 Sept 2026
- Customer contact
- Casebook says a real person will reply to contact-form submissions within one business day. · casebook.net, 28 Sept 2026
- Centralized Client Data
- Casebook stores client data, case management, and reporting in one unified platform. · casebook.net, 28 Sept 2026
- Deployment
- cloud · casebook.net, 21 Sept 2026
- Enterprise Users
- Enterprise includes 25 users. · casebook.net, 28 Sept 2026
- Field work
- Users can complete structured intake, capture case notes, and log encounters from a phone or tablet offline, with automatic synchronization after reconnecting. · casebook.net, 28 Sept 2026
- Founded
- 2009 · casebook.net, 28 Sept 2026
- Free plan
- No · casebook.net, 21 Sept 2026
- Funding Sources Add-On
- Funding Sources costs $49 per month. · casebook.net, 28 Sept 2026
- Headquarters
- New York, NY, United States · casebook.net, 28 Sept 2026
- Case intake forms
- Yes · casebook.net, 21 Sept 2026
- Integrations
- Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. · gohub.casebook.net, 28 Sept 2026
Where Casebook stands on Freedom251
- Public Sector Software#1 of 18
- Case Management Software#41 of 177