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Casebook PBC

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73 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2017

Profile Name

Star Rating

47
19
5
1
1

Casebook PBC Reviews

Review Filters
Profile Name
Star Rating
47
19
5
1
1
LS
Lesley-Anne S.
08/07/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy-to-Use Case Notes That Keep Client Records Organized

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.
Nikki A.
NA
Nikki A.
07/01/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Easy to Navigate Once You Learn the System

Once you learn the system, it’s easy to navigate and makes information readily accessible.
Amanda C.
AC
Amanda C.
06/18/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

A Life-Changer for Digitizing Client Tracking—Easy to Navigate and Customize

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.

About

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HQ Location:
New York, NY

Social

What is Casebook PBC?

Casebook PBC is a technology company that specializes in providing cloud-based software solutions for social services organizations. Their platform is designed to streamline case management processes, enhance data collection, and improve service delivery for nonprofits and government agencies. By offering tools for tracking client interactions, managing workflows, and analyzing outcomes, Casebook PBC aims to empower organizations to better serve their communities. For more information, visit their website at [casebook.net](https://www.casebook.net).

Details

Year Founded
2017