Casebook Features

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Is consistently available (uptime) and allows users to complete tasks reliably.

Generate one-off reports that meet information requirements

Contains client intake capability.

Tracks and measures client outcomes.

Customize contracts and forms to collect specific information

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities.

Has a centralized dashboard for users to interact with.

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Compliant with HIPAA, which sets standards for sensitive patient data protection

Process of gathering, measuring, and analyzing accurate data

Plan availability and assign specific time slots for tasks and resources

Create, design and manage workflows for repetitive tasks

Track and manage schedules and meetings via an integrated calendar

Track and document all activities across devices, networks, and other systems

Import and export data to and from software applications

Access software remotely via mobile devices

Manage various aspects of appointments including booking, rescheduling, canceling

Timed notification for any upcoming task, deadline, appointment, or activity

Create and administer polls and surveys

Electronically collect payments for goods or services

System alerts about the need to escalate an issue or request

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Store, manage and track all forms in a centralized location

Reporting on how each user, task or process has advanced since its initiation

Manage contact details and communication with clients

Customize data fields to support various needs and use cases

Set up connections to third-party platforms to improve business processes

Track employee schedules, availability, and performance across projects and tasks

Manage attendance for classes, shifts, meetings, or events

Manage the treatment plan and coordination between care providers and patients with special health care needs

Track and manage adherence to policies for any service, product, process, or supplier

Software specialized for non-profit organizations

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, manage and track all task activities and progression

Use AI to generate content in the form of text, images, videos, etc.

Store, manage, and track all electronic documents in a centralized location

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and track time including hours worked and paid time off (PTO)

Activities related to the initial admission of a charge into the organization's care

Track employee/learner's progression through training programs

Alter the layout and content of reports

Creation, administration, and evaluation of assessments or tests

Manage, organize, and store contact information

Application programming interface that allows for integration with other systems/databases

Manage volunteer information and direct volunteer resources

Records of patients' medical history

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage, and send invoices or bills to customers

Log and store the source of contacts/leads

Digitally sign online documents

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and support multiple locations

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Define levels of authorization for access to specific files or systems

Measure time to completion or hours worked for projects

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track and manage the scheduling of tasks

Access and track notes regarding case activities and updates within case files

Ability to record, store, update, and retrieve information

Document and report the progress of ongoing projects

Store and organize documents in a centralized system

Creation and customization of dashboards

Private online space that lets businesses securely share documents and provide information access to clients

View and track pertinent metrics to find patterns and gain insights from data

Log and store the source of contacts/leads

Process of managing several related projects or business activities to achieve organizational goals

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provides a channel for team members to share media files, communicate, and work together