Casebook Subscription Pricing

No matter your organization's team size, data needs, or the community you serve we've got a Casebook package that will fit your needs and budget. From a nonprofit start-up to a multi-facility government agency - Casebook is your human services & social services technology partner.

Starter

The Essentials

$ 25 $29

per user/mo.
billed annually

 

Includes:

  • 1 GB of Storage
    1 GB of storage for attached docs and photos. Measured per user.
  • 1 Configurable Workflow
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 3 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 1 Reporting Admin User
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports. Per Customer (tenant).
  • Up to 3 users @ $25/user
    Starter level is reserved for organizations with up to 3 users. Each user subscription is charged at $25/mo., billed annually. An organization with 3 users will be billed $75*12 months ($900).
Checkout

Start-ups & Small Teams

A powerful platform for human services teams with up to 3 users. 

Save $48 per user with annual billing.

 

Growth

Advanced Capabilities

$ 49 $55

per user/mo.
billed annually

 

Includes:

  • 2 GB of Storage
    2 GB of storage for Attached docs and photos. Measured per user.
  • 5 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 5 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 1 Reporting Admin User
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports. Per Customer (tenant).
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integration
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
Contact Us

Fuel Growth with Casebook

The tools your growing human services nonprofit needs to scale up.

Save $72 per user with annual billing.

Pro

Pro Features Made Affordable

$ 69 $79

per user/mo.
billed annually

 

Includes:

  • 20 GB of Storage
    20 GB of storage for attached docs and photos. Measured per user.
  • 20 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 20 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 2 Reporting Admin Users
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Casebook API
    Full Application Programming Interface (API) access for custom integrations and data interoperability with 3rd-party systems. Your IT department (or a Casebook partner) can use this to connect Casebook to other systems.
  • 10 Volunteer Users
    10 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
  • 1 Admin User
    Typically a Business Analyst or similar role. Administers the system but has no access to client data or modules. Per Customer (tenant).
Contact Us

Professional Grade System
for Teams of Any Size

Our most advanced per-user plan. 

Save $120 per user with annual billing.

Enterprise

25 Users Included

$ 1158 $1199

Per Month, Billed Annually

Flat Rate Includes:

  • 25 users included (or other options)
    Packages available for 25 - 1000 user organizations
  • 100 GB of Storage
    100 GB of storage for attached docs and photos. Measured per user.
  • 50 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 50 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 5 Reporting Admin Users
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports. Per Customer (tenant).
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Casebook API
    Full Application Programming Interface (API) access for custom integrations and data interoperability with 3rd-party systems. Your IT department (or a Casebook partner) can use this to connect Casebook to other systems.
  • 20 Volunteer Users
    20 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
  • 2 Admin Users
    Typically a Business Analyst or similar role. Administers the system but has no access to client data or modules. Per customer (tenant).
  • Assigned Customer Success Manager
    Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo.
Contact Us

Predictable Pricing
Maximum Value

Our only plan with flat-rate pricing provides maximum functionality for less (per user) than the Growth Plan.

Starter

The Essentials

$ 29

per user, billed monthly

Includes:

  • 1 GB of Storage
    1 GB of storage for attached docs and photos. Measured per user.
  • 1 Configurable Workflow
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 3 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 1 Reporting Admin User
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
  • Up to 3 users @ $29/user
    Starter level is reserved for organizations with up to 3 users. Each user subscription is charged at $25/mo., billed annually. An organization with 3 users will be billed $87/month ($29 x 3 users).
Checkout

Start-ups & Small Teams

A powerful platform for human services teams with up to 3 users

Growth

Advanced Capabilities

$ 55

per user, billed monthly

Includes:

  • 2 GB of Storage
    2 GB of storage for Attached docs and photos. Measured per user.
  • 2 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 5 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 1 Reporting Admin User
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integration
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
Contact Us

Fuel Growth with Casebook

The tools your growing human services nonprofit needs to scale up.

Pro

Pro Features Made Affordable

$ 79

per user, billed monthly

Includes:

  • 20 GB of Storage
    20 GB of Attachment Storage (per user) standard. Additional storage charged at a nominal rate.
  • 20 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 20 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 2 Reporting Admin Users
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Casebook API
    Full Application Programming Interface (API) access for custom integrations and data interoperability with 3rd-party systems. Your IT department (or a Casebook partner) can use this to connect to other systems.
  • 10 Volunteer Users
    10 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
  • 1 Admin User
    Typically a Business Analyst or similar role. Administers the system but has no access to client data or modules. Per Customer (tenant).
Contact Us

Professional Grade System
for Teams of Any Size

Our most advanced per-user plan

Enterprise

25 Users Included

$ 1199

per month, billed monthly

Flat Rate Includes:

  • 25 users Included (or other options)
    Packages available for 25 - 1000 user organizations
  • 100 GB of Storage
    100 GB of storage for attached docs and photos. Measured per user.
  • 50 Configurable Workflows
    Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
  • 50 Custom Forms
    Forms can be easily created, configured, and customized by your team.
  • 5 Reporting Admin Users
    Reporting Admins are cb Reporting superusers that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • Casebook API
    Full Application Programming Interface (API) access for custom integrations and data interoperability with 3rd-party systems. Your IT department (or a Casebok partner) can use this to connect to other systems.
  • 20 Volunteer Users
    20 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
  • 2 Admin Users
    Typically a Business Analyst or similar role. Administers the system but has no access to client data or modules.
  • Assigned Customer Success Manager
    Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo.
Contact Us

Predictable Pricing
Maximum Value

Our only plan with flat-rate pricing provides maximum functionality for less (per user) than the Growth Plan.

Available Upgrades

Additional Storage: 1GB for $0.25/month

Each plan's storage limit is measured per user. Volunteers do not receive a data allotment. Additional data is charged at the rate of $0.25/GB per month ($3/GB per year). This is billed as accrued.

Additional Workflows: 5 for $10/month

Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.

Additional Forms: 5 for $25/month

Most organizations have forms that need to be completed by workers or clients. These may be mandated by the state, funders, or be a point of data collection for your organization. Data collected in these forms can be used in cb Reporting. Each plan includes at least three configurable forms. Please note, this charge only applies to organization-wide forms, not the total number of completed forms stored on cases, person records, etc.

Volunteers: 5 for $30/month

Volunteers are part-time, non-employees that use Casebook less than 20 hours per month. Volunteers do not receive a data allotment and may not administer the system (i.e. create workflows, forms, etc.). Volunteers may not be approvers for a workflow.

Additional Reporting Admin: $49/month

Reporting Admins are superusers in cb Admin that can create and edit reports that will be used by others in the organization. This amount is in addition to the standard login for the user in question.

Additional Admin Users: $39/month

Admin users can set up and configure Casebook but not interact with units of work such as cases, intakes, etc.

frequently asked questions

Is there a minimum number of users necessary?

Any Casebook plan can be selected with as few as one user.

What do you mean by per-user pricing?

Starter, Growth, and Pro plans are charged per user, per month. Discounts are provided (and shown above) for annual pre-payment.

What payment methods are accepted?

Credit card and ACH (via Plaid) may be used for monthly plans. Annual plans may be paid by paper check; however, implementation may not be scheduled until the first payment has been received.

How long does it take to set up the software?

Customer are given access to the web-based software within 24 hours (during business hours). Casebook Lightspeed Implementation services average 60 days, with many customers launching in less than a month.

What is the minimum term?

Casebook’s minimum term is 12 months. Subscription payments may billed monthly or annually.

Do you have implementation fees?

Casebook offers several implementation packages with most customers choosing "Lightspeed '22" (our updated version of the "classic"!) for $999 (one-time charge). There is also a self-service package and a handful of add-ons, such as data migration support.

Can I manage my own billing account?

Yes, you can visit https://casebook.chargebeeportal.com to make payments.

Can I purchase Casebook online?

Yes, Casebook Starter with Annual Prepayment can be purchased on this page (above). Otherwise, click "Contact Us" from the menu or call 212-796-6108 to speak with a Casebook representative.

Can we get a nonprofit discount?

The prices on this page show Casebook's nonprofit pricing.

How do I install Casebook on my computer?

No software needs to be installed. Casebook is Software as a Service (SaaS), meaning it's accessed from your web browser. This means you can access Casebook from nearly anywhere, on nearly any device - mobile phone, tablet, laptop, or desktop.

Does Casebook offer a free version or free trial?

Not at this time. Once a year in late December, Casebook provides one-year grants of Casebook to new and current customers. You can learn more and get notified when applications open by searching Google for "12 Days of Casebook".

Is Casebook available through NASPO or other cooperative purchasing agreements?

Yes. Casebook is available through NASPO Valuepoint, NASPO Cloud Solutions, California Software Licensing Program (SLP), and several other programs. Contact sales to learn more ("Contact Us" on the menu).