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.

Casebook does it all — Notes, data, reports, and more. Casebook makes data collection and reporting effortless - something we depend on as a non-profit. We're able to customize the templates in order to include the info we need to collect, which means that our client notes and data are more consistent.

I really appreciate the layout of Casebook. As well as the simple and seamless flow when inputting information. I use Casebook every single day at work. One of the best parts of it all is the customer support. I know when they are going to be out of the office, what the hours of operation are, when they are updating the system etc. I feel like I am part of the Casebook family. I get regular emails inviting me to a webinar when a change or an update has been made. Since I started using Casebook about a year and a half ago, it has only gotten better. I had a rocky start, I am not tech savvy, but with the help of customer service as well as sitting in on the webinars, I have it down! I truly feel so confident in my ability to navigate Casebook that I am now training my staff & coworkers in it. I cannot say enough about how smooth the implementation of our transferring to Casebook has been. Integrating Casebook into our program here at Pinnacle Community services has been one of our best decisions.