Compile & send information to funders about case management activities, to assess performance or to be reimbursed
Use the dashboard to filter, sort, & review open cases
Create deadlines, Lock files (supervisor), & Manage required activities or acquisition of required paperwork
“[Staff members are] putting [the information] in as it's happening. It's not a recollection three days later. This means we now have accurate information for each and every person who has called us and reached out to us.”
"Casebook offers a robust case management software. Casebook's report builder and dashboard developer gives organizations the ability to iterate on reports needed for specific internal and funder requirements..."
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