Get a First Look at Casebook

HIPAA Compliant, SOC 2 Audited, AWS, B-Corp
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Annual renewals are a hidden cost most organizations don’t plan for.

Every year, your team re-justifies the budget, re-runs procurement, and hopes rates hold. That’s time and energy you could spend on the people you serve. Multi-year pricing removes that loop entirely — one decision, locked pricing, done.

 

Built For Human Service Providers

Casebook has every feature you need to effectively manage your cases, clients, case notes, and reports in a single solution.

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Adapt Casebook to your goals and skip expensive customization with a flexible and adaptable out-of-the-box solution.

Easily access comprehensive data insights and generate tailored reports in a fraction of the time.

Reduce administrative burden and create personalized forms specific to your organization’s needs.
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Configurable Platform

Adapt Casebook to your goals and skip expensive customization with a flexible and adaptable out-of-the-box solution.

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Built-In & Custom Reports

Easily access comprehensive data insights and generate tailored reports in a fraction of the time.

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Form Building

Reduce administrative burden and create personalized forms specific to your organization’s needs.

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Streamline service planning with a set of comprehensive tools to develop, monitor, and adapt your service plans in one place.

Seamlessly share information, assign tasks, and collaborate in real-time with integrated messaging and workflows.

Select the number of users and capabilities that makes sense for your organization, ensuring you fit your needs and budget.
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Service Planning

Streamline service planning with a set of comprehensive tools to develop, monitor, and adapt your service plans in one place.

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Workflows

Seamlessly share information, assign tasks, and collaborate in real-time with integrated messaging and workflows.

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User & Pricing Scalability

Select the number of users and capabilities that makes sense for your organization, ensuring you fit your needs and budget.

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Why Choose Casebook

See how Casebook has helped improve outcomes for organizations around the world.

 

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Zowie Parra

Data Reporter, Lost Angels

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Casebook is solving the horrendous filing system of complex paper files. I greatly enjoy the wide range of information I am to put on an individual virtually. I can do this from a computer and mobile device. It is great!

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Rhonda Hendrickson

Chief Operations Officer, YWCA Harrisburg

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“[Casebook] does help us really tell the story with data to get more funding that would then allow us to increase those services. You know, more funding, more programs, more staff, more capacity.”