Casebook
4.1
104

Not Claimed

Casebook PBC is a cloud-based platform designed specifically for human services practitioners and administrators to help organize paperwork, tasks, and communications involved in their work. It enables remote work and collaboration and is built to serve family finders, caseworkers, and others dedicated to helping vulnerable citizens.
Developer
Casebook PBC
HQ Location
New York, NY
Year Founded
2017
Number of Employees
35
Strengths
  • Customizable

    Allows for tailored workflows and forms

  • Secure

    Compliant with HIPAA and other privacy regulations

  • Collaborative

    Enables team members to work together on cases

Weaknesses
  • Expensive

    Higher cost compared to some competitors

  • Complex

    May require significant training to use effectively

  • Limited integrations

    May not integrate with all necessary systems

Opportunities
  • Increasing demand for case management software
  • Opportunity to expand into new industries or regions
  • Potential to add new features and functionality
Threats
  • Facing competition from established and emerging players
  • Changes in privacy or other regulations could impact business
  • A recession or economic downturn could impact demand

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http://www.casebook.net
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Review Distribution

  • 👍
    High - rated users

    Clients can be brought in a way that feels very human and holistic supports can be built around them.It can be challenging to use the different features creatively and there are capabilities that are missing for solopreneurs, especially when it comes to marketing.

  • 🤔
    Average - rated users

    The ability to organize and separate services that are provided.Sometimes it does not sync to email and it's difficult to see meetings.

  • 👎
    Low - rated users

    No positive feedback was given.The system is more complicated and less user-friendly than 30-year-old notebooks, there are too many unnecessary fields, and there is no ability to communicate. Uploading is difficult and the onboarding experience was bad due to poor customer service.

Media

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Casebook Plan

Casebook offers a tiered pricing strategy with three versions, ranging from $25-$75 per user per month, with increasing features.
Starter $ 25 Per Month
Entry-level SaaS human services management for Nonprofit or Government organizations. Configurable Workflow and Forms
Growth $ 49 1 User Per Month
The best value for mid-sized human services nonprofits and local government organizations Zapier Integration
Professional $ 69 1 User Per Month
Professional-grade system of record for human services organizations Advanced Features and Extras
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