Casebook Overview
What is Casebook?
Casebook helps human service organizations digitize and manage client data by moving information from file cabinets to a customizable digital database. It allows creation of custom fields, form editing, and tracking of data relevant to teams, funders, and communities. The HIPAA-compliant platform enables case, client, and service management from any device, with features like reporting, notifications, case notes, and smart workflow automation. Originally developed by the Annie E. Casey Foundation, it focuses on streamlining processes for social impact.
Who it's for:
This platform is designed for human service organizations, nonprofits, and social agencies that need a flexible, HIPAA-compliant system to digitize records, customize data tracking, and automate workflows.
Our verdict:
Our final assessment is that Casebook is a versatile and compliant case management tool with strong customization options, well-suited for organizations transitioning to digital data management.
Casebook Details
Casebook Platforms supported
Cloud, SaaS, Web-Based
Mobile Android
Mobile iPad
Mobile iPhone
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
On-Premise Linux
On-Premise Windows
Casebook Support options
24/7 Live Rep
Chat
Email Help Desk
FAQ Forum
Knowledgebase
Phone Support
Casebook Training options
Documentation
In-Person
Live Online
Videos
Webinars
Casebook Related Categories
Casebook Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Casebook Pricing
Tiered pricing system
Casebook Features
Most valued Casebook features by users
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Contact Management
Email Marketing
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