Casebook PBC

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

Profile Name

Star Rating

50
19
5
1
1

Casebook PBC Reviews

Review Filters
Profile Name
Star Rating
50
19
5
1
1
Verified User in Education Management
UE
Verified User in Education Management
Small-Business (50 or fewer emp.)
06/17/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Detailed Case Options, But Student Search Needs Better Filters

I like that it provides very detailed options for cases
Domingo M.
DM
Domingo M.
Life Coach IISmall-Business (50 or fewer emp.)
06/17/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Casebook’s Organized, Customizable Setup Makes Managing Information Easy

I enjoy how organize Casebook is and how you can modify it to include the information you need!
Verified User in Individual & Family Services
UI
Verified User in Individual & Family Services
Small-Business (50 or fewer emp.)
06/13/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Casebook Keeps Our Client Notes Organized in One Place

Casebook was a helpful tool for our team, helping us stay organized with the notes and information we needed to store from our clients. It made it easier to keep everything in one place and refer back to client details when we needed them.

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