Casebook
Casebook: A focused case platform for mobile teams managing intake, services, referrals, and outcomes. Ranked #40 of 175 in Case Management Software by our editors (5.4/10); pricing: Paid; best for mobile human-services teams.
At a glance
- Editor score5.4 / 10
- PricingPaid
- Best forMobile human-services teams
- Free planNo
- Case intake formsYes
- Founded2009 · New York, NY, United States
- Facts checked21 Sep 2026
Where it wins
- Offline documentation supports field work with later synchronization
- Configurable intake, workflows, reports, and outcome dashboards
- Audit logs, role-based access, and encryption support sensitive case data
Where it doesn't
- No free plan is offered
- The product is specialized for service-case management
- Advanced automation and interoperability features are tier-dependent
Our verdict on Casebook
Casebook is a cloud case management platform for government agencies, nonprofits, and human services organizations. It brings together structured intake, configurable client and case records, service documentation, referrals, communications, workflow automation, reporting, and outcome tracking. Web, iOS, and Android access support teams working in offices and the field, while offline documentation allows information to be recorded and synchronized later. Its focus is clearly on organizations managing ongoing service cases rather than general-purpose project work.
The published plans show four tiers with different levels of configuration and automation. Starter includes optional forms, SSO, and Changemakers onboarding. Growth adds one automated workflow, one report writer, three configurable forms, custom reports, an intake application, and calendar/email integration. Team expands those allowances to 10 automated workflows, 10 report writers, and 10 configurable forms, while adding SMS/MMS, webhooks, and a HIPAA BAA. Enterprise raises those allowances to 100 and adds the External Data Interoperability API, audit logs, and 10 included volunteer users. The pricing page states that prices are in USD and based on annual payment.
Casebook fits teams that need structured case records, assigned tasks, referral tracking, provider directories, searchable activity history, and reporting in one system. Its integrations include calendars, Zapier, APIs, and webhooks, giving organizations options for connecting surrounding tools. Role-based access and encryption address sensitive client information, while configurable fields and forms accommodate different service programs. Choose Casebook when casework, field documentation, outcomes, and auditability are central requirements. Organizations seeking a broad, general-purpose CRM or a free entry plan should consider a different category of product.
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Casebook pricing
All 4 Casebook plans and prices →
Casebook fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Yes |
| Deployment | Cloud |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, HIPAA, SSO/SAML |
| Support | Email, Live chat, Phone, Tickets, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: calendars, Zapier, API, webhooks |
| Pricing | Paid (source) |
| Website | casebook.net |
| Facts checked | 21 Sep 2026 |
Casebook integrations
Casebook lists 4 integrations on its own site.
- calendars
- Zapier
- API
- webhooks
Alternatives to Casebook
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all Casebook alternatives →
Also Ranked In
Casebook is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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