Casebook's Intake Software

With cb Intake you can:

  • Create a case and migrate all people records from an intake to a case automatically
  • Use the dashboard to review open cases. Supervisors may review open intakes to all or specific team members. 

  • Create intakes or receive intakes from external sources, and manage the collection of information for screening in or screening out applicants for program involvement

Learn more about cb Intake

cb Intake is a solution that can also be configured with other applications, such as cb Engage and cb Track empowering workers on tablets or smartphones to document, receive files, and collect signatures from anywhere. 

cb intake LP