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LV

Lukas V.

Mid-Market (51-1000 emp.)

3/14/2023

"Overall it's worse than Mission Tracker.io for my tasks."

0/5

What do you like best about Casebook?

-Mobile version works quite smoothly on my smartphone

-Searches also find similar results. That helps a lot if I don't know the correct spelling of a client's name. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

-Client profile creation takes too long because it takes too many steps, like typing a client's name several times.

-Separation of a client's case and their other profile (which has the summary, identity etc.) It's just inconvenient to use because I have to switch back and forth between both.

- Lists with client's names in cb Reporting are not searchable for client names. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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Thanks for the time to share this feedback with us. I'm glad that Casebook is helping with some of the day to day work you do and that you're able to find and access information easily from wherever you are. We'll share your feedback with Product Development

DJ

Daphine J.

Founder/CEO

Small-Business (50 or fewer emp.)

12/21/2022

"Casebook is the Best"

5/5

What do you like best about Casebook?

I have not wholly entered our data, but so far, it is the best Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I do not have anything I dislike! Casebook is the best Review collected by and hosted on G2.com.

NA

Nicole A.

Coordinator Victims Services

Small-Business (50 or fewer emp.)

1/3/2023

"Casebook is very user friendly and easy to learn and use."

5/5

What do you like best about Casebook?

I best like that Casebook is an online database, so you can enter information from anywhere. This is very conveienent for supervisors to be able to pull stats on cases. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The multiple windows, for example when adding a case, I have to add in the person involved, it's a whole other window to create a new person. It would be nice if I could add in the new person at the same time, one page of info to enter and be done.. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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Thank you for your feedback! We're glad to hear that you find Casebook user-friendly and convenient for accessing information from anywhere. We'll continue to listen to input like yours to keep our product moving in the right direction to support users like you!

AT

Allie T.

Financial Coordinator

Small-Business (50 or fewer emp.)

1/6/2023

"Casebook review"

4/5

What do you like best about Casebook?

Casebook is great for linking clients together and adding client notes. Compared to the last database our agency used, the note section ability is much better. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I work for a non-profit agency and due to grant funding we need to be able to pull very specific reports which has been more difficult since switching to Casebook as the reports through the system aren't necessarily set up for what we need for our line of work. Review collected by and hosted on G2.com.

Response from Brian Johnson of Casebook

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Thanks for your review! We've created a video training library as well as a certification program that's free for users of Casebook. It can be accessed on-demand, so you can train when it's convenient for you. I'm attaching the website. If you'd like to work with one of our experts instead, we offer various training options and would love to discuss them with you. Please let your Customer Success Manager know or submit a helpdesk ticket from inside Casebook and we'll be in touch.

Thanks for being a customer!

See how Casebook improved

AM

Amanda M.

Small-Business (50 or fewer emp.)

3/30/2023

"Lots of options"

4.5/5

What do you like best about Casebook?

I like that I can access all the involvements I've had with individuals in one spot and click on each interaction and see the notes. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

When adding a new individual, if it doesn't recognize the name, you have to add it and re-type the name instead of it automatically inputting the name for you Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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We're pleased to hear that Casebook is helping you access all your involvements with individuals in one spot. We've noted your feedback!

JH

Jill H.

Executive Director

Small-Business (50 or fewer emp.)

1/11/2023

"Casebook has both a wonderful database and support"

5/5

What do you like best about Casebook?

Collecting data for our grant reports faster and more accurate. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Like any new system, it took a while to figure everything out, the support and quick responses from support moved it right along. Review collected by and hosted on G2.com.

Response from Brian Johnson of Casebook

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Thank you for your review, we love hearing how our customers are using Casebook to support improved accuracy and efficiency. We're glad you're a customer!

AI

Verified User in Individual & Family Services

Small-Business (50 or fewer emp.)

1/3/2023

"Flexible, Easy to Use Platform Across the Human Services Sector"

4/5

What do you like best about Casebook?

Casebook was easy to customize and launch for our firm. The frequent updates, browser-based accessibility on mobile and desktop devices, customizability and native integration of fillable PDF forms all help Casebook stand out. Once deployed, it is easy to access, easy to use and effective. The modules are well-organized and allow us to limit access to only the data necessary for each user to do their job. A SaaS platform should always reduce the stress and increase efficiency of an organization and Casebook helped us accomplish both. Casebook offers MFA and source IP pinning as additional security measures. Their support team is reasonably responsive and communicates well. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook cannot automate expiration/deletion of old closed cases based on set parameters (as of time of writing) and therefore, this must be performed manually. Review collected by and hosted on G2.com.

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

Casebook provides a way for us to document and store our case/client information securely in an organized fashion easily accessible to our staff wherever they are, whatever device or operating system they're using. It allows us to track trends in our clients each year with comprehensive, customizable reports, allowing us to make informed decisions about how to best serve them. This helps us ensure we are compliant with all applicable data privacy/security laws and allow us to safely provide our services with ease in an organized, paperless fashion. Review collected by and hosted on G2.com.

JH

Jennifer H.

Small-Business (50 or fewer emp.)

5/18/2023

"Very useful; however, too much cookie cutter information"

4/5

What do you like best about Casebook?

Great place to store confidential notes for individuals. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

I want to title the notes differently and I would prefer if it could be more personalized to relevant demographic info for each particular program. If more blank spaces allowed plain text rather than drop downs, I could put more info in casebook. I can't list where they went to treatment because I'm not going to do drop downs for everything. More blank text fields would be appreciated. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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Thank you for sharing your thoughts with us. Your feedback will be valuable as we continue to improve Casebook.

VB

Vanessa B.

Program coordinator

Small-Business (50 or fewer emp.)

12/22/2022

"Its a great case management system but it does get confusing navigating the different areas."

2.5/5

What do you like best about Casebook?

The ability to organize and separate services that we provide. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Sometimes it does not sync to my email. It's easy to create meetings but, I cannot see them Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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I'm really sorry to hear about your negative experience. We're constantly striving to make the experience better for all users. Thank you for sharing your view.

KB

Ken B.

Mid-Market (51-1000 emp.)

5/4/2023

"Data base is intuitive and easy to navigate"

4/5

What do you like best about Casebook?

The ability to gather data and create reports Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The limitations of creating group notes. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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Thank you for your positive feedback about Casebook. We're pleased to hear that you find the platform intuitive and that it allows you to gather data and create reports effectively. We also appreciate your input as we strive to improve the user experience.