Overview of Casebook

Overview of Casebook

Learn about Casebook's ecosystem in connection to your work

Laptop log in

Logging In

Get help here with logging in to Casebook for the first time. 

navigation map

Navigation

Learn about how to navigate through the Casebook platform. 

Create Intake Report

Create an Intake Report

Learn how to create a report in cb Intake. 

Create a Case at desk

Create a Case

Learn how to create and keep track of a case in cb Engage.

Create a Provider

Create a Provider

Learn how to create a provider record in cb Track. 

Search with magnifying glass

How to Search

Learn how to search for people, providers, cases, and intake reports. 

person lying down looking at laptop

Home Page

Learn about the Home page and how to review your work with it. 

undraw_book_lover_mkck 1-1

Glossary

Check out our list of Casebook terms. 

People reviewing options - attachments, settings, create, etc.

Taking Action

Check out a list of different actions you can take in Casebook. 

Video Library Go

Video Academy

Check out our Video Academy for a quick rundown of Casebook features and apps. 

Video Library Link

 

people around casebook

Still need help?

Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! 

Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes! Casebook PBC Casebook Homepage Knowledge Base Video Library Welcome New Users! We are excited to have you onboard. Here is where you can find resources on the ins-and-outs of how to get started and how to use Casebook. Web—Section Right Overview of Casebook Overview of Casebook Learn about Casebook's ecosystem in connection to your work Laptop log in Logging In Get help here with logging in to Casebook for the first time. navigation map Navigation Learn about how to navigate through the Casebook platform. Create Intake Report Create an Intake Report Learn how to create a report in cb Intake. Create a Case at desk Create a Case Learn how to create and keep track of a case in cb Engage. Create a Provider Create a Provider Learn how to create a provider record in cb Track. Search with magnifying glass How to Search Learn how to search for people, providers, cases, and intake reports. person lying down looking at laptop Home Page Learn about the Home page and how to review your work with it. undraw_book_lover_mkck 1-1 Glossary Check out our list of Casebook terms. People reviewing options - attachments, settings, create, etc. Taking Action Check out a list of different actions you can take in Casebook. Video Library Go Video Academy Check out our Video Academy for a quick rundown of Casebook features and apps. Video Library Link people around casebook Still need help? Reach out to our Support Team at support@casebook.net or through chat if you have any questions or feedback! Learn more about Casebook and share feedback three characters discussing Sign up for Casebook 101 Training two people having a discussion Sign up for our User Group to give us your feedback and get a closer look at features. character walking in front of wireframe background Want to see what's new? Check out our Release Notes!