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Casebook PBC

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4.3 out of 5 stars
72 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2017

Profile Name

Star Rating

46
19
5
1
1

Casebook PBC Reviews

Review Filters
Profile Name
Star Rating
46
19
5
1
1
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.
SM
Stephanie M.
03/02/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Real-Time, User-Friendly System That Meets Our Needs

|Casebook
I like that it is real-time! I like that I am able to enter information in, and it is user-friendly. Staff was able to learn the system quickly and it meets our current needs.I also like that it was easy to implement with the team; there is always customer support there for us. We use the system daily, and it makes case management easy. This system was easy to integrate, as we were previously using multiple spreadsheets and documents with a lot of double-entry of data.

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