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Casebook PBC

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4.3 out of 5 stars
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
Verified User
G
Verified User
06/12/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Centralized Case Management, Needs Workflow Improvement

|Casebook
I like that all of my details are in one space with Casebook. This feature allows me to quickly review before a session and locate how to contact a person easily. It really helps with remembering what my clients talked about and how to contact them.
Susan N.
SN
Susan N.
06/04/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Information in one place and many useful features

|Casebook
I appreciate being able to look up a participant and quickly access all the information I need in one place. Connecting it to my work email also lets me send messages from my regular work account through Casebook, which makes communication much easier. I really like being able to schedule appointments and add them directly to the calendars of everyone who’s invited. On top of that, the support team responds very quickly to questions and suggestions.
TB
Terry B.
03/02/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Highly Configurable, Needs Improved Onboarding

|Casebook
I like the ability to define the fields in Casebook. That's huge because it allows us to really configure it to our specific needs. The dynamic pages and fields that can be defined by yes, no, multiple choice, and drop-down options really help when trying to keep track of things like social determinants of health. It also allows us to do statistics and analysis based on what we are learning about our participants.

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