Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"I have loved all the features of Casebook as it is very easy to use and helpful."
5/5
What do you like best about Casebook?

I love that the website is easy to use and clean. All the tabs are clear to find and help me stay organized. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It would be nice to sort cases by oldest to newest or alphabetically. It would be nice if each user could set these filters as their preference. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We're thrilled to hear that Casebook has been helpful for you and your team. Your suggestion about sorting cases is valuable and we will explore ways to incorporate it into our system.

YE
Yoselin E.
Bilingual Community Impact Coordinator
Small-Business (50 or fewer emp.)
"Great! Super self explanatory and very easy to navigate."
5/5
What do you like best about Casebook?

Helps a lot in keeping our cases organized and not having to use excel sheets to keep up with client information. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

At the moment, everything has been great Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We're thrilled to hear that Casebook is helping you keep your cases organized and making it easier to manage client information. Thank you for the positive feedback!

Verified User in Non-Profit Organization Management
EN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"We have had a great experience with the staff!"
4.5/5
What do you like best about Casebook?

The customer service is great! They are very quick to answer emails and help at the help desk. We also love that they met with us to find out what other features would be helpful for our organization. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

We still do not know how to use all of the options, reports, and other features. We needed to do a more extensive training when we signed on, but I believe that was our company's fault as we were in the middle of a huge staffing transition. Review collected by and hosted on G2.com.

Verified User in Government Administration
UG
Verified User in Government Administration
Mid-Market (51-1000 emp.)
"Casebook For Youth and Family Services"
2.5/5
What do you like best about Casebook?

the cost is affordable and the support team clearly takes our feedback into consdieration Review collected by and hosted on G2.com.

What do you dislike about Casebook?

training/hand holding for forms creation, changing terms to match our lingo, and optimizing the intake based on our department has been a struggle Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We understand your concerns about training and customization. We're committed to helping you with these challenges and will work to improve the onboarding process and customization options. We are constantly working to enhance training and self support materials, as we know this is a key difference about the Casebook platform. We're devoted to making form development and configuration advice more helpful!

Verified User in Civic & Social Organization
UC
Verified User in Civic & Social Organization
Small-Business (50 or fewer emp.)
"Building the (good and affordable) ship while flying it"
3.5/5
What do you like best about Casebook?

The help team is extremely reliable. They're always responsive and take our feedback seriously. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Casebook is not as built out as other software is. From the outside it looks a bit like they're developing the software as it's being released. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We're thrilled to hear that you find our help team reliable and responsive. We hope that you've been able to see some useful improvements in our iterative expansion of the platform, which is our intention to listen to our customers and have them guide our roadmap. Your feedback is important to us and we're constantly working to improve our software based on customer input.

Samantha T.
ST
Samantha T.
Director
Small-Business (50 or fewer emp.)
"Casebook Review"
3.5/5
What do you like best about Casebook?

That it is extremely customizable and affordable. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Not easy to navigate and setup can be complicated. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We appreciate your positive feedback about Casebook's customization and affordability. We are working to improve the ease of setup, and we're dedicated to enhancing the user experience. Thank you for sharing your experience with us.

MS
mel s.
Small-Business (50 or fewer emp.)
"Smaller Canadian organization use of Casebook"
2.5/5
What do you like best about Casebook?

The simple launch process was helpful for staff. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

Lack of ability to customize the user interfaces and client profiles or data fields. Review collected by and hosted on G2.com.

Response from Isabella Carroll of Casebook
Edit edit

Hello Mel - Thank you for your thoughtful feedback - we're always looking for ways to make Casebook more efficient and seamless for organizations. If you would like to discuss your thought in more depth, please feel free to reach out to customerengagement@casebook.net. We'd love to learn more!

Jenny C.
JC
Jenny C.
Victims of Crime Advocate
Small-Business (50 or fewer emp.)
"Very easy to manage."
4/5
What do you like best about Casebook?

I like the recent notes feature very helpful. Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The add people function is not very accomodating. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"takes a bit of time to customize additional pages for notes that we need"
4.5/5
What do you like best about Casebook?

able to pull reports and upload documents Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It is just time-consuming and we are finding ways we can make it more user friendly for our needs. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook
Edit edit

We're glad to hear that our reporting feature is benefiting you. We are committed to improving the overall user experience and will take your feedback into account as we make enhancements!

SO
Shawna o.
Family Support Specialist
Small-Business (50 or fewer emp.)
"Casebook is user friendly but has a lot of bugs to be worked out."
3.5/5
What do you like best about Casebook?

Casebook is user-friendly, it can keep great records, and key components needed for documentation Review collected by and hosted on G2.com.

What do you dislike about Casebook?

It has a lot of lags, you can't delete it from the email section, also it is not great at being able to put in provider data and have it be streamlined with other cases Review collected by and hosted on G2.com.