Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Is a good choice for small and medium organizations"
4.5/5
What do you like best about Casebook?

You can customize almost everything for a better fit to specific needs. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Yes, you can customize a lot of things but sometimes you need to learn before being able to master the platform Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Thank you for taking the time to share your experience! We're thrilled that Casebook's customization capabilities are helping your organization organize data, secure sensitive information, and streamline your referral processes. We're always working to improve our onboarding resources and make the platform more intuitive while maintaining the flexibility our users value.

Verified User in Human Resources
UH
Verified User in Human Resources
Small-Business (50 or fewer emp.)
"Review"
4/5
What do you like best about Casebook?

What I like best about Casebook is how easy it is to navigate everything. I like that each section can allow you to customize based on your preference. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I dislike that although I am able to cusotmize a lot of what I do to my needs, there are still certain restrictions and modifications that I can't change. I also think the reporting section is a bit confusing and hard to manage. I have to constantly reach out to the help desk to see if they can help me figure my reporting out. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Thank you for your thoughtful review and for giving Casebook a 4 out of 5! We’re so happy to hear that you find the navigation easy and appreciate the customization options. We are designing our platform to be as intuitive as possible, so your feedback means a lot. Your insights are very helpful to our team.

Tayler M.
TM
Tayler M.
Direct Support Professional
Small-Business (50 or fewer emp.)
"Casebook is user friendly and fairly easy to navagate."
4/5
What do you like best about Casebook?

I like that each case is seperate and it is hard to get the clients mixed around. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I think it would be good to have the unread notes avaliable for staff to sign off on so each person has to go through each days activies. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Thank you for your review and for rating Casebook 4 out of 5! We’re glad to hear that you find the platform user-friendly and that it helps keep cases well-organized. Keeping client information distinct and secure is one of our top priorities.

Verified User in Civic & Social Organization
UC
Verified User in Civic & Social Organization
Small-Business (50 or fewer emp.)
"Casebook, Review"
3.5/5
What do you like best about Casebook?

I llike how easy it is to upload documents and that you can go back and edit notes without changing the original date on the notes. It is more user-friendly than other programs I have used. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I don't likle that anyone can edit your notes. I don't like that you cannot seperate notes into different files like court notes coordination notes ETC>>> same problem with uploaded documents which often makes them hard to find as you have to go throu hundreds to find 1. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Thank you for taking the time and sharing your feedback with us! We are thrilled to hear that Casebook has helped you centralize your data to empower you to do more with your time and optimize your client outcomes! Thanks for being a great customer!

Verified User in Human Resources
AH
Verified User in Human Resources
Mid-Market (51-1000 emp.)
"Come a long way but still room to grow"
2.5/5
What do you like best about Casebook?

I appreciate the home page and it's simplicity Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook doesn't track the way we need it Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Thank you for taking the time to share your thoughts and for recognizing the progress we’ve made. We’re glad to hear that you appreciate the simplicity of the homepage and that Casebook is able to store the information you need. Your feedback is incredibly valuable, and we’re committed to growing and evolving the product to better serve you and others.

BC
bianca c.
Small-Business (50 or fewer emp.)
"Acessible"
5/5
What do you like best about Casebook?

how it links to my email and i am able to get updates on whatever i need Review collected by and hosted on G2.com.

What do you dislike about Casebook?

how it does not back date and shows when the note was created versus when it happened. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Bianca, Thank you for taking the time to share your feedback with us! We are happy that our email integration feature is helping you to find efficiencies by automatically flagging emails as notes into your cases! Thanks again for being a customer!

DR
Darcy R.
Small-Business (50 or fewer emp.)
"Casebook has not only a great platform but the best staff!"
5/5
What do you like best about Casebook?

The reporting is so wonderful! Also, being able to see organizations we have referred to and how often, what has worked for our clients and not, and how to see how many individuals we are actually serving at a time. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I have not found a downside with Casebook. It is user-friendly, everyone assists me within minutes, and all my questions are answered! The team at Casebook is so friendly and helpful. I love this platform! Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

Darcy, We can't thank you enough for the positive response! Customers like you are why we do what we do.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"User Review"
5/5
What do you like best about Casebook?

What I find to be the most helpful is being able to connect and communicate easily with other organizations that are supporting the same individuals as we are. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

There are a few features that I dislike, and those are: If you and another organization(Casebook User) are supporting the same person, you both have to create a case for that person instead of that person being searchable in the system. When adding a provider, once you send the link, they must register themselves as a provider. I think that most organizations are too busy to have to stop to register for the system. Review collected by and hosted on G2.com.

Zowie P.
ZP
Zowie P.
Data Reporter/ Office Assistant
Small-Business (50 or fewer emp.)
"Love the great things I can do on casebook."
5/5
What do you like best about Casebook?

I enjoy the reports I can extract from casebook. Our process has slimed and becomes more organized with Casebook's help. If the case managers put in the correct information, I pull that and run a report. It is fantastic. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I do not dislike anything. Casebook is easy to use as well as new user friendly. Their informational articles and zoom training really help me learn all I can about Casebook. Review collected by and hosted on G2.com.

Response from Isabella Carroll of Casebook
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Hi Zowie - Thank you for sharing your thoughts about Casebook! We love to hear that reporting is going well for you. Keep up the great stuff!

AK
Angela K.
Small-Business (50 or fewer emp.)
"Police Social Work review"
5/5
What do you like best about Casebook?

The ability to customize the templates in order to best collect data for individual agencies with multiple clients. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The only thing I do not like at the moment is the fact that you can not have a list of contacts without them being attached to a report... for example, an address book with all info of each individual client. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
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All of us at Casebook truly appreciate it when a customer takes time to write a great review like this. We're listening to customers like you to make features like this happen and improve our product for all of our customers.