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Casebook PBC

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

Profile Name

Star Rating

39
14
5
1
1

Casebook PBC Reviews

Review Filters
Profile Name
Star Rating
39
14
5
1
1
Verified User in Arts and Crafts
UA
Verified User in Arts and Crafts
10/30/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Casebook a good platform

Casebook offer's, notes, customer data, reporting etc. it's very good platform for my organization. i am very thankful for this valuable support, which make my organization on High day by day.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
09/10/2025
Validated Reviewer
Review source: Seller invite
Incentivized Review

Highly recommended

Casebook’s intuitive design and robust reporting capabilities make it an essential asset in our efforts to support and rehabilitate youth in the justice system.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
08/13/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

A catch-all system that keeps us organized and compliant.

Casebook is a true catch-all for managing multiple programs, contracts, and funder requirements in one place. We use it daily and currently host over 4,000 client records. Integration was straightforward, but it works best when led by a dedicated data staff member in your agency, which is something we did not have at the time. I like that we can customize services to match each grant's needs. Having case notes, services, and documents together makes audits and monitoring visits much easier. Role-based access keeps client information secure while allowing staff to do their work. The customer support is excellent, and our Customer Success Manager, Nicole Stabler, has been a key partner in helping us think through how we store and build our data systems. Her guidance has made a real difference in how we organize our workflows.

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