Casebook's Case Management Software
With cb Engage you can:
- 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.”
The Importance of Project Management
"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..."