Lock in your price. Focus on your mission.
Multi-year prepaid plans give your org locked pricing, fewer renewals, and the budget certainty your finance team needs.
✔️ 2-year: 10% off
✔️ 3-year: 20% off
✔️ Growth plans and above.
Available May 1 – June 30, 2026.
Get a First Look at Casebook
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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.

Configurable Platform
Built-In & Custom Reports
Form Building

Service Planning
Workflows
User & Pricing Scalability
Why Choose Casebook
See how Casebook has helped improve outcomes for organizations around the world.
Zowie Parra
Data Reporter, Lost Angels
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!
Rhonda Hendrickson
Chief Operations Officer, YWCA Harrisburg
“[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.”
