Casebook

SaaS case management platform for human services organizations covering intakes, case notes, and reporting.

Pricing: subscription, seat
Open source: No

Editorial review

Casebook has not yet been editorially reviewed. User reviews and published field data below are unaffected — we say so rather than implying an editorial verdict.

Facts & attributes

Every value carries its evidence state. “—” means unknown — never a silent default (P-02).

Identity · Taxonomy

Tags(open-source;cloud-native): case-management, human-services, government, nonprofit, hipaaVerification pending

Platform · Deployment

Delivery model(SaaS;self-hosted;desktop;mobile;embedded;managed-cloud;appliance): SaaSVerification pending

Pricing · Licensing

Pricing model(free;subscription;usage;seat;asset;transaction;revenue-share;perpetual;custom): subscription, seatVerification pending
Starting price(29): 29Verification pending

Features · Product · Fit

Core capabilities(authoring;automation;analytics): Centralized client database with case notes and services in one record, Intake forms and workflow automation with owners, deadlines, and overdue alerts, Prebuilt and custom reports with outcome tracking and dashboards, Configurable programs on one platform, program by program, Supervisor visibility into the latest notes and activity across offices and shifts, Role-based access control with encryption, SSO, and MFAVerification pending

Api · Integrations · Ecosystem

API available(true/false): trueVerification pending

Security · Privacy · Compliance

Regulatory compliance(HIPAA;PCI DSS;FedRAMP;GDPR support): HIPAAVerified
Security certifications(SOC 2 Type II;ISO 27001): SOC 2Verification pending

Support · Docs · Services

Support channels(email;ticket;chat;phone;community): live chat, emailVerification pending

Audience · Use · Case

Best for(Neutral editorial summary): Human services agencies and nonprofits that want configurable case management with funder-ready reportingVerification pending
Company-size fit(individual;SMB;mid-market;enterprise): SMB, mid-market, enterpriseVerification pending
Primary use cases(build;monitor;automate): Social services case management, Government and public sector agencies, Child welfare, foster care, and victim services, Crime diversion and reentry programs, Tribal and First Nations programsVerification pending
Skill level(beginner;intermediate;advanced;specialist): beginnerVerification pending

Vendor · Maintainer

Headquarters country(US): United StatesVerification pending
Vendor type(commercial;foundation;community;government;consortium;individual): commercialVerification pending

User reviews

Review policy

No published reviews yet.