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Customizable
Allows for tailored workflows and forms
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Secure
Compliant with HIPAA and other privacy regulations
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Collaborative
Enables team members to work together on cases
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Expensive
Higher cost compared to some competitors
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Complex
May require significant training to use effectively
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Limited integrations
May not integrate with all necessary systems
- Increasing demand for case management software
- Opportunity to expand into new industries or regions
- Potential to add new features and functionality
- 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.netReview Distribution
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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.
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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.
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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.