Casebook Reviews & Product Details

What I appreciate most about Casebook is how user-friendly, intuitive, and customizable the software is. The user interface (UI/UX) is clean, organized, and easy to navigate, making everyday tasks and case management more efficient. The ability to customize features and workflows to meet our program's specific needs is a tremendous benefit.

The integration capabilities provide opportunities to streamline processes and keep information organized. In terms of performance, Casebook offers a practical and efficient platform for managing documentation, tracking services, and supporting program operations.

From a pricing and return on investment (ROI) perspective, the flexibility, efficiency, and time-saving features add significant value to our organization.

One of Casebook's greatest strengths is its customer service, support, and onboarding. Their team is exceptional—responsive, knowledgeable, patient, and genuinely invested in helping customers succeed. They are always willing to answer questions, troubleshoot issues, and help us make the most of the software.

Overall, Casebook stands out not only because of its functionality and customization but because of the people behind it. Having a reliable, supportive team that listens to customer feedback and works to meet our needs makes a tremendous difference. Review collected by and hosted on G2.com.

One area where I feel Casebook could improve is in its reporting capabilities. Building customized reports can sometimes be tedious and time-consuming, especially when working with programs that have extensive data collection and reporting requirements. Over the past year, I have needed additional assistance from our onboarding specialist to help navigate some of these challenges.

I am still working to find an efficient way to pull together all the necessary data for one of our programs that requires a particularly data-heavy report. Currently, I have to run multiple reports and combine the information to get what I need, which adds extra steps to the process.

Another feature I would love to see improved is the ability to make bulk updates to certain fields or records rather than having to update them individually.

While these challenges can be frustrating, the exceptional support from the Casebook team has made a significant difference. They have been patient, responsive, and willing to help us find solutions. Overall, I really enjoy using Casebook and believe that enhancements to reporting and bulk editing would make an already great platform even better. Review collected by and hosted on G2.com.

With many case management software programs you're told to 'think outside the box', but with Casebook there is no box at all! We are a housing organization which has been using Casebook for many years and it has now become an absolutely valuable element in the way we look after individuals and families, run our programs, and assess our impact. Our efforts extend well beyond the scope of conventional case management; in areas such as housing assessments and environmental health interventions, as well as in verifying client eligibility, coordinating with contractors, tracking services, ensuring grant compliance, and preparing outcome reports, we require a system that can adapt to our way of working rather than one that compels us to alter our processes in order to meet its limitations. This is where Casebook shines. We enjoy the ability to design our own forms, create custom reports, set up workflows, and record the kind of data that is important to our organization. The user experience allows for us to always look for ways to push our programs and push Casebook. Since our programs change, Casebook allows us to keep up with those changes. Whether the purpose is to document the services given to families, to monitor program performance, or to produce detailed reports for funders, Casebook provides us with the tools needed to turn our complicated operations into straightforward processes. One of the features we love and use daily is the ability to take information from our website, pull it through Zapier and it integrates the information immediately within Casebook and saves us time, reduces human error and provides with a more efficient client intake application. What really makes Casebook stand out, however, is the quality of its people. Whether in customer support or at the highest levels of the company they show what excellence really means. They are exceptional in their responsiveness, professionalism, readiness to listen, and real dedication to their customers. We have never felt like just another account; we have always felt like a valued partner whose success actually matters to them. A large number of case management platforms are available, many of which claim to offer customization and flexibility. Casebook genuinely provides these features, thanks to a team that regularly goes beyond expectations. Even when we’ve had new ideas or suggestions for improvements, Casebook meets with us and we work together to improve the user experience for all Casebook clients. For us, there is no alternative, no matter how high the price is. Once you find a platform that offers outstanding flexibility, has strong functionality, and comes from a company that is truly committed to your organization’s success, you will have no need to look any further. Casebook doesn't just help us manage our cases. It helps us accomplish our mission. Review collected by and hosted on G2.com.

We lack the ability to change certain fields. For example, Certain system-defined fields cannot be renamed, modified, or removed, even when they don't align with an organization's workflow. AI integration- while I know this is in the beta phase, the ability to speak through natural language to pull reports, access all forms, etc would be great. It would be great if it had a grant management module for tracking grants: Total amount, amount spent, report dates, report writing, ability to pull data from within Casebook right into the Grantor's report. Review collected by and hosted on G2.com.

Casebook is super easy to use -- easy to configure, easy to navigate, and easy to connect with at any time with great performance. The process/information flow within the case management tool is intuitive and easy to recall day in and day out. It's important that a case management tool like this be people-centric, have logical connectivity to providers and services, and easy-to-use reporting. All of which Casebook does and does well. If there is a problem/concern, the Casebook Support Team is topnotch. And lastly, the pricing is very reasonable, in my opinion. Review collected by and hosted on G2.com.

The hardest thing to navigate within Casebook (and it's not all that hard!) is reporting. Strategically designing the agency's version to be comprehensively reported on later down the road is/was key to our success. Review collected by and hosted on G2.com.

It has been a life changer for our organization. We’ve been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized. It only took a few weeks for us to get trained and set everything up in a way that best fits our organizational needs. Throughout our time with Casebook, we’ve also been able to make revisions to the layout as needed, and it has been supportive of updates to our procedures. Overall, it’s been useful for keeping track of our clients and is easy to navigate. Review collected by and hosted on G2.com.

Some of the newer features have been harder to use, especially the texting feature and getting it to upload correctly to the client’s file/data. Adding emails has also been challenging. In those situations, we often end up relying on paper files or taking screenshots and uploading those instead. Review collected by and hosted on G2.com.

I appreciate being able to look up a participant and quickly access all the information I need in one place. Connecting it to my work email also lets me send messages from my regular work account through Casebook, which makes communication much easier. I really like being able to schedule appointments and add them directly to the calendars of everyone who’s invited. On top of that, the support team responds very quickly to questions and suggestions. Review collected by and hosted on G2.com.

In the past, the app was very slow whenever it autosaved a note. They’ve recently updated this, so I’m hopeful it’s improved. I’ll keep in touch with them if it still needs any further tweaking. Review collected by and hosted on G2.com.

It keeps my case notes in order. I like that I can edit my notes, and it’s easy to find my clients’ names when I need them. Review collected by and hosted on G2.com.

nothing that I can think of

its easy to use Review collected by and hosted on G2.com.

I like that it is real-time! I like that I am able to enter information in, and it is user-friendly. Staff was able to learn the system quickly and it meets our current needs.I also like that it was easy to implement with the team; there is always customer support there for us. We use the system daily, and it makes case management easy. This system was easy to integrate, as we were previously using multiple spreadsheets and documents with a lot of double-entry of data. Review collected by and hosted on G2.com.

There is no recovery for lost data or accidental deletion. I also don't particularly like the reporting (spreadsheets are vital and could be improved). More features would make this beneficial for our agency. Review collected by and hosted on G2.com.

I like the ability to define the fields in Casebook. That's huge because it allows us to really configure it to our specific needs. The dynamic pages and fields that can be defined by yes, no, multiple choice, and drop-down options really help when trying to keep track of things like social determinants of health. It also allows us to do statistics and analysis based on what we are learning about our participants. Review collected by and hosted on G2.com.

The biggest thing that Casebook could improve is making the note sections speech-to-text. It would make the ease of use much better because it would be so much easier to speak your notes rather than type them, especially on a computer. Also, the initial setup was tedious, as the import function is really complex. We couldn't import our data smoothly and had to manually enter basic participant info. Even a year later we are still entering fine details for cases begun before we initiated casebook. Review collected by and hosted on G2.com.

I like that everyone in our company can access and look at notes to meet with students. I also appreciate being able to easily update various information points, such as demographic details for students, because they often move or change phone numbers. The initial setup of Casebook was pretty easy for our team of eight. Review collected by and hosted on G2.com.

With the session notes, they would not be in order and there’s not a preview. Review collected by and hosted on G2.com.

I like that all of my details are in one space with Casebook. This feature allows me to quickly review before a session and locate how to contact a person easily. It really helps with remembering what my clients talked about and how to contact them. Review collected by and hosted on G2.com.

The flow of things are sometimes messed up. It can be confusing to have to create and submit intakes before a case is made. I would like to be able to create the intake report and case at the same time. It was confusing at first. Review collected by and hosted on G2.com.