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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 in Civic & Social Organization
AC
Verified User in Civic & Social Organization
08/06/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Surpassed Expectations

|Casebook
Casebook has exceeded our expectations from the start. The purchasing and implementation process was seamless, with exceptional support throughout. Its documentation tools and easy data access have been incredibly valuable—especially for quick turnaround needs. Casebook has played a vital role in developing our Community Advocate Program, and the platform has streamlined my workflow through accurate documentation, timely reminders, and reliable compliance tracking.
Adri M.
AM
Adri M.
08/05/2025
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

An amazingly organized platform

|Casebook
Casebook has been an incredible tool for our organization, used daily. Casebook helps us stay organized and effectively support the youth in our community. Our staff can easily access past meeting notes, ensuring each young person in our program receives the resources and support they need.
Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
04/15/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller

Is a good choice for small and medium organizations

|Casebook
You can customize almost everything for a better fit to specific needs.

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