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Casebook PBC

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

Profile Name

Star Rating

45
19
5
1
1

Casebook PBC Reviews

Review Filters
Profile Name
Star Rating
45
19
5
1
1
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.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
06/17/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Build Your Own Forms and Run Reports with Ease

How you can build your own forms and run reports for data
Newana N.
NN
Newana N.
Life Coach
06/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Efficient Student Information Management, Needs Note Organization

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.

About

Contact

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