Schedule Demo
Our Software
Solutions

solutions

Program Areas

Programs

Pricing
Contact Us
Schedule Demo
Let’s Talk

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. All prices in US Dollars. Canadian prices available upon request.

Starter

The Essentials

$ 26 $29

per user/mo.
billed annually

 

Includes:

  • 1 Report Writer
    Report Writers are super users that can create and edit reports. As well as perform general administration of the reporting system.
  • 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • Up to 3 users @ $26/user
    Starter level is reserved for organizations with up to 3 users.
Checkout

Start-ups & Small Teams

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

Save $3 per user with annual billing.

 

Growth

Advanced Capabilities

$ 50 $55

per user/mo.
billed annually

 

Includes:

  • 1 Report Writer
    Report Writers 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).
  • 2 GB of Storage
    2 GB of storage for Attached docs and photos. Measured per user.
  • 3 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • No Min/Max # of Users
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Email Integration
  • Zapier Integration
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
Checkout

Fuel Growth with Casebook

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

Save $5 per user with annual billing.

Pro

Pro Features Made Affordable

$ 71 $79

per user/mo.
billed annually

 

Includes:

  • 2 Report Writers
    Report Writers 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.
  • 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • Minimum of 5 Users
    The minimum number of user licenses required to purchase cb Pro is 5 users
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Email Integration
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
  • 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.
  • 5 Volunteer Users
    10 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
Contact Us

Professional Grade System
for Teams of Any Size

Our most advanced per-user plan. 

Save $8 per user with annual billing.

Enterprise

25 Users Included

$ 1215 $1350

Per Month, Billed Annually

Flat Rate Includes:

  • 5 Report Writers
    Report Writers 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).
  • 100 GB of Storage
    100 GB of storage for attached docs and photos. Measured per user.
  • 25 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • No Min/Max # of Users
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Email Integration
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
  • 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
    20 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

Predictable Pricing
Maximum Value


Enterprise Plans for 50, 100, 250+ Users Also Available Upon Request

Our flat-rate pricing plans provide maximum functionality for less (per user) than the Growth Plan.

Starter

The Essentials

$ 29

per user, billed monthly

Includes:

  • 1 Report Writer
    Report Writers 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.
  • 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • Up to 3 users @ $29/user
    Starter level is reserved for organizations with up to 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:

  • 1 Report Writer
    Report Writers 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.
  • 2 GB of Storage
    2 GB of storage for Attached docs and photos. Measured per user.
  • 3 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • No Min/Max # of Users
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Email Integration
  • Zapier Integration
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
Checkout

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:

  • 2 Report Writers
    Report Writers 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.
  • 20 GB of Storage
    20 GB of Attachment Storage (per user) standard. Additional storage charged at a nominal rate.
  • 20 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • 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.
  • Min. of 5 Users
    The minimum number of user licenses required to purchase cb Pro is 5 users
  • 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
  • Email Integration
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
  • 5 Volunteer Users
    10 logins for named volunteers are included at no additional charge. Additional volunteer logins are available for a reduced fee.
  • 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.
Contact Us

Professional Grade System
for Teams of Any Size

Our most advanced per-user plan

Enterprise

25 Users Included

$ 1350

per month, billed monthly

Flat Rate Includes:

  • 5 Report Writers
    Report Writers 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.
  • 100 GB of Storage
    100 GB of storage for attached docs and photos. Measured per user.
  • 25 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 Self-Created Forms
    Forms can be easily created, configured, and customized by your team.
  • No Min/Max # of Users
    Packages available for 25 - 1000 user organizations
  • Calendar Integration
    Supports two-way integration with Google, Outlook.com, and Microsoft Office 365 Exchange calendars.
  • Email Integration
  • Zapier Integrations
    Connect Casebook to your email, calendar, and hundreds of apps like Jotform and Google forms through Zapier
  • cb Intake
    An application within the Casebook platform that provides support for inquiry & referral, critical incident, and report taking in a social service context.
  • 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.
  • 10 Volunteer Users
    20 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.
Contact Us

Predictable Pricing
Maximum Value


Enterprise Plans for 50, 100, 250+ Users Also Available Upon Request

Our flat-rate pricing plans provide 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 other than Pro can be selected with as few as one user. Pro subscriptions have a 5 user minimum.

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 and Growth 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).