Casebook

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

Casebook is ranked #1 of 136 in case Management Software on Inferse, made by Casebook (New York, NY, United States). It runs on Android, API, iOS, macOS, Web, Windows. There is no free plan. Paid plans start at $29/mo.

Compared on case Management Software

Free plan: Nocasebook.net
Paid from: $29/user/mocasebook.net
Case intake forms: Yescasebook.net
Workflow automation: Yescasebook.net
Custom case fields: Yescasebook.net
Audit trail: Yescasebook.net
Reporting dashboards: Yescasebook.net
Mobile apps: Yescasebook.net
Deployment: cloudcasebook.net

Facts

Free plan: Nocasebook.net · 21 Sept 2026
Case intake forms: Yescasebook.net · 21 Sept 2026
Workflow automation: Yescasebook.net · 21 Sept 2026
Custom case fields: Yescasebook.net · 21 Sept 2026
Audit trail: Yescasebook.net · 21 Sept 2026
Reporting dashboards: Yescasebook.net · 21 Sept 2026
Mobile apps: Yescasebook.net · 21 Sept 2026
Deployment: cloudcasebook.net · 21 Sept 2026
Annual USD Billing: Prices are in US dollars and based on annual payment.casebook.net · 28 Sept 2026
Per-User Pricing: Casebook uses a per-user-pricing model with flexible plans.casebook.net · 28 Sept 2026
Starter User Limit: The Starter plan supports teams of up to 3 users.casebook.net · 28 Sept 2026
Team User Minimum: The Team plan requires a minimum of 5 users.casebook.net · 28 Sept 2026
Enterprise Users: Enterprise includes 25 users.casebook.net · 28 Sept 2026
Client Portal Pricing: Client Portal costs $99 on Growth and $149 on Pro, plus $29 per 50 client users; unavailable on Starter.casebook.net · 28 Sept 2026
Additional Workflows: Additional workflows cost $50 per month for 5 workflows.casebook.net · 28 Sept 2026
Additional Forms: Additional forms cost $35 per month for 5 forms.casebook.net · 28 Sept 2026
Report Writer Add-On: Report Writers cost $29 per month and let users create and edit reports.casebook.net · 28 Sept 2026
Funding Sources Add-On: Funding Sources costs $49 per month.casebook.net · 28 Sept 2026
Configurable Platform: Casebook supports configurable programs, workflows, and reporting requirements.casebook.net · 28 Sept 2026
Reporting Capabilities: It provides built-in and custom reports with up-to-date data and analytics.casebook.net · 28 Sept 2026
Centralized Client Data: Casebook stores client data, case management, and reporting in one unified platform.casebook.net · 28 Sept 2026
Available Integrations: Listed integrations include SMS/MMS, calendar/email, Zapier, webhooks, and an API.casebook.net · 28 Sept 2026
Security Controls: The Team plan lists HIPAA BAA and audit logs; the site footer lists CJIS.casebook.net · 28 Sept 2026
Personalized Support: Casebook says customers can expect personalized assistance for their challenges.casebook.net · 28 Sept 2026
Company Contact: Casebook lists an address in New York, a phone number, and an email address.casebook.net · 28 Sept 2026
Product: Casebook is a configurable, cloud-based case-management platform for human-service providers.casebook.net · 28 Sept 2026
Client records: Casebook centralizes client, case, program, and provider details and connects a client profile across programs.casebook.net · 28 Sept 2026
Field work: Users can complete structured intake, capture case notes, and log encounters from a phone or tablet offline, with automatic synchronization after reconnecting.casebook.net · 28 Sept 2026
Referrals: Casebook sends referrals from a case to providers in its service directory and tracks them through completion, flagging stalled or unconfirmed referrals.casebook.net · 28 Sept 2026
Integrations: Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks.gohub.casebook.net · 28 Sept 2026
Security controls: Casebook uses role-based access, single sign-on, OAuth 2.0, OpenID Connect, JWT-based service communication, and encryption in transit and at rest.gohub.casebook.net · 28 Sept 2026
Compliance: Casebook describes the platform as HIPAA compliant and SOC 2 audited, and says it operates under a CJIS shared-responsibility framework for criminal-justice information.casebook.net · 28 Sept 2026
Audit limit: The audit-log search has a 90-day window per search.casebook.net · 28 Sept 2026
Support: Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET.casebook.net · 28 Sept 2026
Customer contact: Casebook says a real person will reply to contact-form submissions within one business day.casebook.net · 28 Sept 2026
Target organizations: Casebook says its users include nonprofits, NGOs, community-based organizations, and government agencies working in areas such as child welfare, victim services, workforce development, and reentry.casebook.net · 28 Sept 2026
Company history: Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017.casebook.net · 28 Sept 2026