Casebook Pricing Overview

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.

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.

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.

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.