Overview of Casebook
Learn about Casebook's ecosystem in connection to your work
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Logging In
Get help here with logging in to Casebook for the first time.
Navigation
Learn about how to navigate through the Casebook platform.
Create an Intake Report
Learn how to create a report in cb Intake.
Create a Case
Learn how to create and keep track of a case in cb Engage.
Create a Provider
Learn how to create a provider record in cb Track.
How to Search
Learn how to search for people, providers, cases, and intake reports.
Home Page
Learn about the Home page and how to review your work with it.
Glossary
Check out our list of Casebook terms.
Taking Action
Check out a list of different actions you can take in Casebook.
Video Academy
Check out our Video Academy for a quick rundown of Casebook features and apps.
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Still need help?
Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback!
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