Share Casebook,
Get Rewarded.

With our referral program,
everyone wins.

You both get a $100 Visa gift card* upon successful referral.

Referring is Easy

Here's How it Works:
1.

Fill out the short form with Invitee info.

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2.

We’ll contact them directly.

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3.

Once they book a demo, you get rewarded

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Why Refer Others?

Make an Impact Beyond Your Organization

 

When you refer other organizations to Casebook, you're not just earning rewards - you're sharing a solution that transforms work. Help colleagues streamline processes, boost collaboration, and make a real difference. Together, let's empower more professionals to focus on what truly matters: helping people.

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What Customers Are Saying...
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"The most helpful thing about Casebook is the ease of use and navigation. Creating notes and tracking dates has never been something that professionals ...

Kevin B.
District Social Worker & Supervisor - Education Management
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"What is most helpful about Casebook is that the Community Culinary School of Charlotte can capture all of our participant's information, from employment.

Warren C. R.
RPS Counselor - Non-Profit Organization Management