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Casebook

The Platform for Human & Social Services.

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Overview

Incubated by the Annie E. Casey Foundation, Casebook is a cloud-based software platform designed for government and nonprofit human services organizations. It provides a configurable system for case management, intake, and provider management, aiming to centralize data, streamline workflows, and improve outcomes for the communities served.

✨ Key Features

  • Configurable Case Management
  • Intake & Application Portal
  • Provider Management
  • Customizable Forms & Workflows
  • Interactive Reporting & Dashboards
  • Mobile-ready platform

🎯 Key Differentiators

  • Originated from the Annie E. Casey Foundation, giving it deep domain expertise
  • Highly configurable platform without needing developers
  • User-friendly and modern interface

Unique Value: Offers a purpose-built platform for human services that combines deep domain expertise with modern, flexible technology to help organizations focus on their mission.

🎯 Use Cases (4)

Child Welfare Management Nonprofit Case Management Government Social Services Juvenile Justice Programs

βœ… Best For

  • Child Welfare (CCWIS)
  • Youth Services

πŸ’‘ Check With Vendor

Verify these considerations match your specific requirements:

  • Clinical trial data management
  • Purely medical record-keeping (EHR)

πŸ† Alternatives

PlanStreet Social Solutions (Bonterra) FAMCare

Casebook is often cited as more user-friendly and modern than older, legacy case management systems. Its high degree of configurability allows it to adapt to specific organizational workflows without custom code.

πŸ’» Platforms

Web API

βœ… Offline Mode Available

πŸ”Œ Integrations

Zapier API

πŸ›Ÿ Support Options

  • βœ“ Email Support
  • βœ“ Live Chat
  • βœ“ Phone Support
  • βœ“ Dedicated Support (Enterprise tier)

πŸ”’ Compliance & Security

βœ“ SOC 2 βœ“ HIPAA βœ“ BAA Available βœ“ GDPR βœ“ SSO βœ“ SOC 2 Type II

πŸ’° Pricing

$29.00/mo

βœ“ 14-day free trial

Visit Casebook Website β†’