Casebook Solutions Pricing

No matter your organization's team size, data needs, or the community you serve we've got a Casebook package that will fit your needs and budget. From a nonprofit start-up to a multi-facility government agency - Casebook is your human & social services technology partner.

Prime

The Essentials

$ 29

per-user billed monthly

Get-up and Go

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Prime
    Business Applications include: cb Intake, cb Engage, cb Track, cb Reporting, and cb Access (pay-per-submission) *Assumes one year term, paid monthly
  • 5 Max Users
    A maximum of five (5) users and one (1) administrator accounts.
  • 10 GB of Data Per Tenant
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Start-ups & Small Teams

Excellent for those organizations that only need a couple of users. 

 

Premium

Advanced Capabilities

$ 49

per-user billed monthly

Full-Suite of Services

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Premium
    Business Applications Included: cb Intake, cb Engage, cb Track, cb Reporting, cb Access (Service Provider Application Portal) cb Track Mobile ( iOS app for home studies and facility inspections) *Assumes one year term, paid monthly
  • No user cap
    Access to an unlimited number of users and administrator accounts.
  • 10 GB of Data Per User
    A base of 10 GB of Data Per User with the option to expand your data limit.
  • 5 Custom Workflows
    Access to up to five (5) configurable workflows within cb Track
  • Basic Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier

The Full-Suite of Casebook

Access to full Casebook functionality, more data, and integrations. Ideal for organizations with more than five users. 

Pro

Enterprise-Level Case Management

$ 69

per-user billed monthly

Enterprise Solutions

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Pro
    Business Applications Included: cb Intake, cb Engage, cb Track, cb Reporting, cb Access (Service Provider Application Portal) cb Track Mobile (iOS app for home studies and facility inspections) *Assumes one year term, paid monthly
  • No user cap
    Unlimited Users with an additional 3 administrators.
  • 100 GB of Data Per User
    100 GB of Data Per User standard with the option of expanding your data capabilities.
  • Unlimited Custom Workflows
    No limit to the number of configurable workflows in cb Track.
  • Basic Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Advanced Integrations
    Full API access for custom integrations and data interoperability with 3rd-party systems.

Enterprise for Everyone

Full Access to the Casebook Platform, unlimited custom workflows, and integrations - an Enterprise system for all!

Prime

The Essentials

$ 29

Per-User Billed monthly

Get-up and Go

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Prime
    Business Applications include: cb Intake, cb Engage, cb Track, cb Reporting, and cb Access (pay-per-submission)
  • 5 Max Users
    A maximum of five (5) users and one (1) administrator accounts.
  • 10 GB of Data Per Tenant
    The option of purchasing more data.

Start-ups & Small Teams

Excellent for those organizations that only need a couple of users. 

Premium

Advanced Capabilities

$ 44

$49 Per-User Billed in advance

Full-Suite of Services

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Premium
    Business Applications Included: cb Intake, cb Engage, cb Track, cb Reporting, cb Access (Service Provider Application Portal) cb Track Mobile ( iOS app for home studies and facility inspections)
  • No user cap
    Access to an unlimited number of users and three (3) administrator accounts.
  • 10 GB of Data Per User
    A base of 10 GB of Data Per User with the option to expand your data limit.
  • 5 Custom Workflows
    Access to up to five (5) configurable workflows within cb Track
  • Basic Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier

The Full-Suite of Casebook

Access to full Casebook functionality, more data, and integrations. Ideal for organizations with more than five users. 

Pro

Enterprise-Level Case Management

$ 62

$69 Per-User Billed in advance

Enterprise Solutions

  • Screen Shot 2020-10-19 at 7.13.01 PM Casebook | Pro
    Business Applications Included: cb Intake, cb Engage, cb Track, cb Reporting, cb Access (Service Provider Application Portal) cb Track Mobile (iOS app for home studies and facility inspections)
  • No user cap
    Unlimited Users with an additional three (3) administrators.
  • 100 GB of Data Per User
    100 GB of Data Per User standard with the option of expanding your data capabilities.
  • Unlimited Custome Workflows
    No limit to the number of configurable workflows in cb Track.
  • Basic Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Advanced Integrations
    Full API access for custom integrations and data interoperability with 3rd-party systems.

Enterprise for Everyone

Full Access to the Casebook Platform, unlimited custom workflows, and integrations - an Enterprise system for all!

Features

Casebook Platform

Applications

cb Intake

cb Engage: Case Management

cb Track

cb Reporting

cb Access

Pay-Per-Submission

cb Track Mobile

-

Unlimited Case Participants

Custom Workflows

1
5
Unlimited

External User Portal

$1 per active user, per year** (no partial year charges/refunds)
Unlimited
Unlimited

Volunteer Access

5 - Volunteer Users / $29 per month (*** 0GB storage included for users classified as a Volunteer. Volunteers may not be an approver on a workflow.)
5 - Volunteer Users / $29 per month (*** 0GB storage included for users classified as a Volunteer. Volunteers may not be an approver on a workflow.)
5 - Volunteer Users for every 1 Paid User (*** 0GB storage included for users classified as a Volunteer. Volunteers may not be an approver on a workflow.)

Casebook Admin Licenses Included+

-
-
1 - (+ users that maintain Casebook but do not create or edit records, except in cb Admin)

Zapier Integration

-

Data Storage

Default Data Limits

Storage Limits (GB/Tenant)

10 GB - Per Tenant
10 GB - Per User
100 GB - Per User

Additional Storage

300GB ($99 yearly/$8.25 Monthly)
300GB ($99 yearly/$8.25 Monthly)
300GB ($99 yearly/$8.25 Monthly)

Support

Ongoing Customer Support

cb Knowledge Base

Onboarding Guides

*

Bug Reports

Standard Email Support

Priority Email Support

-

Live Chat

-

Personalized Trainings

-

Remote Desktop Sessions

-

Dedicated Customer Success Manager

-

Priority Phone Support

-
-

Dedicated System Admin Phone Support

-
-

frequently asked questions

Is there a minimum number of users necessary?

No. Organizations may add any user at any time with no minimum.

What do you mean by per-user pricing?

A subscription for each authorized user of Casebook.

How do we pay?

Casebook accepts payment via credit card, ACH bank transfer, and paper check. Organizations can choose annual or monthly billing options.

How long does it take to set up the software?

Our customers typically go live within a month using Casebook Lightspeed our standard implementation methodology for nonprofit and local government customers.

What is the minimum term?

Casebook’s minimum term is 12 months.

Do you have Implementation fees?

We offer two package tiers of implementation & onboarding.