Casebook
Human services software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$29 per user per month
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Real estate and property management
- Healthcare and life sciences
- Public sector and nonprofit organizations
What is Casebook
Casebook is a cloud-based case management platform used by human services and nonprofit organizations to manage client intake, service plans, case notes, referrals, and outcomes reporting. It supports configurable forms and workflows for programs such as housing, behavioral health, child and family services, and reentry. The product emphasizes program-level configurability and reporting for funders and internal performance tracking.
Configurable case management workflows
Casebook supports configurable intakes, assessments, service plans, and case note structures to match different program models. Organizations can tailor fields and forms without rebuilding the entire system for each program. This flexibility is useful for agencies running multiple services with distinct compliance and documentation needs.
Built-in reporting and outcomes
The platform includes reporting capabilities aimed at tracking services delivered and client outcomes over time. This helps teams produce funder reports and monitor program performance without exporting all data to external tools. Compared with lighter nonprofit CRMs, the focus is more on case-level and program outcomes reporting than on donor management.
Multi-program client record management
Casebook centralizes client records, interactions, and service history across staff and programs. This supports continuity of care and reduces duplicate data entry when clients receive multiple services. Role-based access controls help segment sensitive information across teams.
Limited fundraising CRM depth
Casebook is primarily designed for service delivery and case management rather than donor cultivation and fundraising operations. Organizations that need advanced donation processing, campaigns, and constituent relationship management may require separate nonprofit CRM tooling. This can increase integration and administration overhead for development teams.
Integration scope varies by use case
Human services organizations often need integrations with identity providers, accounting, document management, and referral networks. Casebook’s fit depends on the availability and maturity of connectors or APIs for the specific ecosystem in use. Some agencies may need custom integration work to align with existing data standards and partner systems.
Configuration requires governance
High configurability can create inconsistent data capture if programs define fields and workflows without shared standards. Organizations typically need data governance, templates, and admin training to keep reporting consistent across programs. Without this, cross-program analytics and longitudinal outcomes tracking can become harder.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | $29 per user/month (annual) | Suitable for a small team (up to 3 users). Includes Optional Forms, SSO, Changemakers onboarding. Add-ons available. |
| Growth | $69 per user/month (annual) | 1 automated workflow, 1 report writer, 3 configurable forms, custom reports, intake application, optional SMS/MMS integration, calendar/email integration, Zapier. |
| Team | $99 per user/month (annual) | 5-user minimum. 10 automated workflows, 10 report writers, 10 configurable forms, SMS/MMS (500 messages included), webhooks, HIPAA BAA, audit logs. |
| Enterprise | $2,199 (base package includes 25 users; annual pricing basis) | Base package includes 25 users. 100 automated workflows, 100 report writers, 100 configurable forms, external data interoperability (API), audit logs, 10 included volunteer users; guided or custom onboarding. |
Casebook Add-ons (listed on official pricing page):
- Funding Sources: $49 / month (per tenant)
- Communications: $9 / month (per user)
- Volunteers: $29 / month (per 5 volunteers)
- Additional Workflows (5): $50 / month
- Additional Forms (5): $35 / month
- Report Writers: $29 / month
All prices shown on the vendor site are in US Dollars and "based upon annual payment." Support is included in the subscription price for all levels.
Seller details
Casebook PBC
New York, NY, USA
2015
Private
https://www.casebook.net/
https://x.com/casebook
https://www.linkedin.com/company/casebook/
