Human services software for NPOs, government, and public sector agencies


  • Mobile optimization
  • Customizable reporting
  • Versatile configuration


  • Limited customization options
  • Storing custom data in forms can be rigid

About Casebook

Casebook is a human services and social services software platform that’s purpose-built, mobile, and secure.

With Casebook, you can bring all your client, case, and referral information together. See how this purpose-built human services software can help your organization.

Video Overview


Casebook includes several beneficial features, such as:


cb Admin is where administrators can configure the Casebook platform to fit their organizations’ needs, update settings for field configurations, users, roles and much more.

  • Form information processes for handling incoming/outgoing data
  • Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers)
  • Lock specific case information

Virtual Front Desk for Human Services

cb Intake is an application within the Casebook platform that provides support for inquiries, referrals, critical incidents and reports taking in a social service context.

  • Email messages and files into Casebook from external resources
  • Use forms on your website to get information from prospective clients
  • Connect your calendar to Casebook to stay informed on activities associated with cases

Manage Services and Resources

cb Track is a business application on the Casebook platform that is used for provider, volunteer and resource management.

  • Track someone’s support network in Casebook to get a holistic view of the care
  • Support networks include family members,service providers,social workers,case managers,volunteers,and any other person or entity associated with the care
  • Create and track the providers along with provider goals/outcomes
  • Track the history of involvement of a specific case

Client and Case Management

cb Engage is designed to help case managers, social workers ,and other human services workers who manage their caseloads, service referrals and external relationships.

  • Re-label and add new case fields
  • Track the Continuum of Care for your Clients with Notebook
  • Establish/Track goals and outcomes
  • Create Holistic Person-Centric Profiles that display formal and informal relationships
  • Email messages/files into case(internal and external users)

Configurable Reporting

  • Access common reports to identify patterns and trends in their programs. Each report has interactive filters which users can customize to query the data per their needs.
  • Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is
  • Change how charts and reports are presented from many different visualization options, including maps!
  • Export to excel, ppt, other formats for external stakeholders

Self Service Portal

cb Access can help qualify applicants,assess requirements,and track status easily with a workload view for easy applicant management.

  • Integrated digital application process
  • Track application status
  • Assign applicants tasks

Case Management Anywhere

Casebook is mobile optimized to allow users to see applications assigned to them, complete inspections, submit forms, notes and signatures.

  • Manage resources across providers and collaborators
  • Track Applications, Statuses, and Tasks

Industries Served

  • Foster care and adoption
  • Child welfare
  • Child, youth, and family services
  • Abuse and victim services
  • Inspections and licensing
  • Tribal case management
  • Re-entry and anti-recidivism

Casebook Pricing

Casebook SaaS pricing starts at $25 per month per user. There are other pricing plans:

  • Growth: $49 per user
  • Professional: $69 per user
  • Enterprise: Request a custom quote based on users

This pper-user ricing model allows organizations to select the number of users they would like to use the platform.

Starting Price
$25 /user/month
Price Range Learn More
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Product Overview

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  • ETO
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  • Notehouse
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User Reviews of Casebook

Submitted on February 23rd, 2022 by Anonymous

It’s really helpful to filter by status, who’s done what and where they are in the license process so we can communicate effectively with providers which is one of our main goals — so this is perfect.

Submitted on February 23rd, 2022 by Anonymous

The ability for our workers to get signatures out in the families home and complete forms on the go — I really like that.