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Casebook PBC

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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
Kristy B.
KB
Kristy B.
02/28/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Casebook makes my staffs job easier!

The best thing about Casebook is having everything at our fingertips. It’s so easy to add another case note and edit anything. It’s also very customizable depending on your org. The reporting features have made my monthly and quarterly tasks so much quicker.
Verified User in Civic & Social Organization
UC
Verified User in Civic & Social Organization
02/03/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Casebook, Review

I like how easy it is to upload documents and that you can go back and edit notes without changing the original date on the notes. It is more user-friendly than other programs I have used.
DJ
Daphine J.
12/23/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Casebook is the Best

I have not wholly entered our data, but so far, it is the best

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