Casebook Pricing Overview

Starter: The Essentials

Starting at $29.00

Per Month

Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing.

Growth: Advanced Capabilities

Starting at $69.00

1 User Per Month

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Fuel growth with the tools your growing organization needs to improve service delivery and scale up with flexible per-user pricing.

Team

$99.00

5 User Per Month

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Our most popular plan; ideal for agencies and nonprofit organizations that need more customization

Enterprise: Predictable Pricing Maximum Value

Starting at $2,199.00

25 Users

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Ideal for large organizations. Includes all Casebook Platform features and premium ongoing support.

No matter your organization’s team size, data needs, or the community you serve there is a flexible Casebook pricing package that will fit your needs and budget. From a nonprofit start-up to a multi-facility public sector agency, Casebook is your human services & social services technology partner.

Casebook has 4 pricing editions, from $29 to $2,199. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for Casebook is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Casebook must be conducted with the seller.

Pricing information was last updated on July 10, 2025

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Casebook Pricing Reviews

(2)

Verified User in Civic & Social Organization

Mid-Market (51-1000 emp.)

8/6/2025

"Surpassed Expectations"

5/5

What do you like best about Casebook?

Casebook has exceeded our expectations from the start. The purchasing and implementation process was seamless, with exceptional support throughout. Its documentation tools and easy data access have been incredibly valuable—especially for quick turnaround needs. Casebook has played a vital role in developing our Community Advocate Program, and the platform has streamlined my workflow through accurate documentation, timely reminders, and reliable compliance tracking. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook’s high level of customization is both a strength and a challenge—it offers great flexibility, but the many detailed decisions needed to fully build out the program can feel overwhelming. We experienced some calendar integration issues early on, but the support team was quick and responsive in resolving them. We’re also looking forward to Casebook completing the requirements to become CJIS compliant. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

8/13/2025

"A catch-all system that keeps us organized and compliant."

4.5/5

What do you like best about Casebook?

Casebook is a true catch-all for managing multiple programs, contracts, and funder requirements in one place. We use it daily and currently host over 4,000 client records. Integration was straightforward, but it works best when led by a dedicated data staff member in your agency, which is something we did not have at the time. I like that we can customize services to match each grant's needs. Having case notes, services, and documents together makes audits and monitoring visits much easier. Role-based access keeps client information secure while allowing staff to do their work. The customer support is excellent, and our Customer Success Manager, Nicole Stabler, has been a key partner in helping us think through how we store and build our data systems. Her guidance has made a real difference in how we organize our workflows. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It takes time to set up, and you need someone dedicated to managing the system and making updates. The data and reporting features work well for standard needs, but pulling more complex or specialized information can take extra effort. Some reports require exporting and working outside the system to get the full picture. Navigation can also take a few extra clicks when looking up older records. Review collected by and hosted on G2.com.

What problems is Casebook solving and how is that benefiting you?

Casebook has given us one central place to track all client information across multiple programs and contracts. Before, data lived in different spreadsheets and systems, making it hard to get a clear picture of services and outcomes. Now, with over 4,000 client records in one platform, we can see a client’s history, services, and progress at a glance. It has helped us see the true cost of service per client and made it possible to start making data-driven decisions for our agency, which in the current nonprofit landscape is key to sustainability. It has also improved our compliance with funder requirements, reduced time spent searching for files, and made audits and monitoring visits smoother. Review collected by and hosted on G2.com.