Share Casebook. Grow Impact. Get Rewarded.

Know a team that could benefit from Casebook? Help them work smarter—and when they sign up, you both get a $250 Visa gift card.

Already used by thousands of teams nationwide.

Why Refer Others?

Your success shouldn’t stay a secret.

Referring Casebook helps other organizations stay organized, meet funder goals, and serve more people.

You’re helping the sector—and getting rewarded for it.

Referral Terms: Rewards are issued only if your referral signs a Casebook contract and becomes a paying customer. Referrals that do not convert are not eligible. Visa gift cards ($250) will be sent via email by a third-party provider to the referrer and referred customer within 60 days of the signed contract date, using the email addresses provided at the time of referral.