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Casebook

Human Services Software Configurable to Your Needs·casebook.net

Casebook is a configurable, cloud-based case management platform built for human services organizations, covering everything from intake through reporting. It centralizes client data, program workflows, and communications for government agencies, nonprofits, and other social service providers. The platform includes configurable forms and workflows, a report builder, and add-ons for messaging, volunteer management, and funding source tracking.

What it's for

Case management for child welfare and youth & family servicesFoster care case trackingVictim services case managementCrime diversion & reentry program managementWorkforce & employment program trackingSchool social work case managementCommunity services case managementPolice & public safety case managementTribal nation social work case managementBuilding and running custom reports on program data

Features 20

Audit logs
Automated workflows
Built-in and custom report templates
Calendar/Email integration
Centralized client data storage
Configurable forms
Configurable program workflows
Drag-and-drop report builder
External Data Interoperability (API)
Funding source tracking
Guided/custom onboarding programs
HIPAA BAA
Per-user pricing model
Report Writer user role
SMS/MMS integration (Engage)
SSO support
Standardized intake and assessments
Volunteer management
Webhooks
Zapier integration

At a glance

API

TypeWeb app

DeploymentCloud

PlatformsWeb

Forgovernment agencies, nonprofits, public sector agencies, schools, tribal nations, human services organizations

CompanyCasebook PBC · 2009

Integrations

Zapier

Complianceself-reported

HIPAASOC 2FedRAMPCJIS

Pricing

All prices are in US Dollars and based upon annual payment; Canadian prices available upon request. Enterprise pricing is for a base package including 25 users.

Starter$29/user/mo · billed annually

Price shown is based on annual payment terms.

Suitable for a small team of up to 3 users

Growth$69/user/mo · billed annually

Price shown is based on annual payment terms.

1 Automated Workflow, 1 Report Writer, 3 Configurable forms

Team$99/user/mo · billed annually

Price shown is based on annual payment terms.

10 Automated Workflows, 10 Report Writers, 10 Configurable forms; 500 SMS/MMS messages included, additional messages incur a nominal fee; 5 user minimum

Enterprise$2199/mo · billed annually

Casebook's flagship offering for organizations with large teams or complex needs; price shown is based on annual payment terms.

Base package includes 25 users; 100 Automated Workflows, 100 Report Writers, 100 Configurable forms, 10 included Volunteer users