Case Management Guide

Casebook

by Casebook PBC · Human services case management software

Configurable cloud software for human services organizations covering intake, case management, services, referrals, workflows, reporting and related client data.

Vendor site:
www.casebook.net (external link)
Pricing:
publicly available
Last reviewed:
August 19, 2026

Solution model

What kind of system is this?

How to choose a model

Configurable vendor reported

Implementation approach:
Configured implementation
Configuration depth:
Workflows & programs
Specialization:
General human services

Categories are descriptive, not a ranking — the right model depends on your organization's requirements, resources, and implementation capacity. Verified August 20, 2026.

Editorial analysis

Best suited for

Case Management Guide analysis

Human services organizations seeking configurable intake, case/service tracking, workflows, reporting and integration options.

Strengths

Case Management Guide analysis

Human-services-specific workflow coverage, configurable forms/workflows, public pricing, reporting, service tracking and integrations.

Considerations

Case Management Guide analysis

Capabilities vary by tier/add-on. Reviewed evidence supports external referral tracking but not a fully automated closed-loop referral exchange.

Capabilities

Assessed against our 48-capability taxonomy. Supported and Partial reflect cited evidence; Unclear means the evidence is ambiguous; and Not yet verified means we haven't completed research on that capability — it does not mean the product lacks it.

Administration & Technology 7 supported · 1 not yet verified
  • Role-based permissions Supported vendor reported 1 cited claim

    Documented configurable roles and record-level access controls.

  • Audit trails Supported vendor reported 1 cited claim

    Audit Logs are explicitly included on Team and Enterprise plans.

  • Security controls Supported vendor reported 1 cited claim

    Vendor documents permissions, SSO, HIPAA-oriented controls and annual SOC 2 audit statements.

  • API Supported vendor reported 1 cited claim

    External Data Interoperability/API is documented and commercially tied to Enterprise/licensing.

  • Integrations Supported vendor reported 1 cited claim

    Vendor documents Zapier, webhooks, calendar/email and API integrations.

  • Mobile access Supported vendor reported 1 cited claim

    Vendor describes cloud-based remote and field access; no separate native-app claim is made here.

  • Configuration Supported vendor reported 1 cited claim

    Configurable fields, forms and workflows are core platform capabilities; allowances vary by plan.

  • AI capabilities Not yet verified

    No reviewed first-party source established a production AI capability that maps cleanly to this taxonomy item.

Case Management 5 supported
  • Case notes Supported vendor reported 2 cited claims

    Casebook documents notes and service notes for client and service interactions, including recipients, attendance and narratives.

  • Contacts Supported vendor reported 1 cited claim

    Person profiles contain contact information and are linked to casework.

  • Case assignments Supported vendor reported 1 cited claim

    Intake reports and workflow/case work can be assigned to workers.

  • Case status Supported vendor reported 1 cited claim

    Case status is configurable and workflows can update a case to closed.

  • Service and care plans Supported vendor reported 1 cited claim

    Service Plan and Service Enrollment functionality is documented.

Client Management 5 supported
  • Client profiles Supported vendor reported 1 cited claim

    Person Profiles are a central client record.

  • Household and family relationships Supported vendor reported 1 cited claim

    Persistent family and support relationships are documented.

  • Demographics Supported vendor reported 1 cited claim

    Person Profiles include demographic fields.

  • Documents Supported vendor reported 1 cited claim

    Platform documentation states documents/files can be uploaded to case pages.

  • Client history Supported vendor reported 1 cited claim

    Person profiles automatically build history across cases, intake, services and notes.

Follow-ups & Workflow 3 supported · 2 partial
  • Tasks Supported vendor reported 1 cited claim

    Tasks are assignable to Casebook users and external parties.

  • Reminders Partial vendor reported 1 cited claim

    Deadline notifications and recurring tasks support reminder-like behavior; a distinct generic reminders module was not established.

  • Alerts Supported vendor reported 1 cited claim

    Email and in-app notifications cover due dates, assignments, status changes and other events.

  • Follow-ups Partial vendor reported 1 cited claim

    Tasks, recurring workflow tasks and deadlines support follow-up workflows, but a separate universal follow-up object was not established.

  • Workflow automation Supported vendor reported 1 cited claim

    Triggered workflows, recurring tasks, deadlines and outcomes are documented; quantity varies by plan.

Intake & Assessment 2 supported · 1 partial · 1 unclear · 1 not yet verified
  • Intake Supported vendor reported 1 cited claim

    Dedicated Intake application supports inquiry/referral and report-taking.

  • Eligibility Unclear vendor reported 1 cited claim

    Screening decisions are documented in Intake, but a general eligibility-management capability was not clearly established.

  • Assessments Partial vendor reported 1 cited claim

    Intake documentation references early assessments/screening decisions; breadth of formal assessment tooling varies by configuration.

  • Consent management Not yet verified

    Reviewed sources did not establish a dedicated consent-management capability.

  • Enrollment Supported vendor reported 1 cited claim

    Service Enrollments are documented within Service Plans.

Needs & Goals 1 supported · 2 partial
  • Needs identification Partial vendor reported 1 cited claim

    Service Plan guidance references needs and assessments, but a dedicated structured needs module was not established.

  • Goals Supported vendor reported 1 cited claim

    Goals are a documented Case entity.

  • Progress tracking Partial vendor reported 1 cited claim

    Goals, service history, tasks and reporting can support progress tracking; a single standardized progress feature was not established.

Outcomes 1 supported · 3 partial
  • Outcome measures Partial vendor reported 1 cited claim

    Vendor states end-to-end results can be measured, while service-plan documentation describes fuller Goals/Outcomes tracking as future-oriented.

  • Progress over time Partial vendor reported 1 cited claim

    Person history and reporting support longitudinal review, but a dedicated progress-over-time feature was not established.

  • Case closure and discharge Supported vendor reported 1 cited claim

    Workflow outcomes can update case status to closed.

  • Longitudinal outcomes Partial vendor reported 1 cited claim

    Longitudinal person history and reporting are supported; dedicated longitudinal-outcome tooling was not clearly established.

Referrals 1 supported · 2 partial · 1 unclear
  • Internal referrals Unclear vendor reported 1 cited claim

    Reviewed sources clearly support service referrals but did not cleanly distinguish internal referrals as a separate capability.

  • External referrals Supported vendor reported 1 cited claim

    Vendor documents external provider/service referral tracking.

  • Closed-loop referrals Partial vendor reported 2 cited claims

    Casebook documents external provider/service referral tracking. The same FAQ describes automatic provider notification and referral/waitlist status updates as future workflow, so current evidence does not support a fully automated closed loop.

  • Referral outcomes Partial vendor reported 1 cited claim

    Referral/service status can be tracked, but a fully automated referral-outcome loop was not established.

Reporting & Analytics 3 supported · 2 partial
  • Operational reports Supported vendor reported 1 cited claim

    Pre-built and custom operational reports are documented.

  • Dashboards Supported vendor reported 1 cited claim

    Interactive dashboards are documented.

  • Funder reporting Partial vendor reported 2 cited claims

    Casebook documents reporting, exports, custom reports and funding-source tracking. Reviewed sources do not establish built-in templates for every funder's required format.

  • Data exports Supported vendor reported 1 cited claim

    Reports/dashboards can be exported to common formats including Excel, PDF and PowerPoint.

  • Outcome reporting Partial vendor reported 1 cited claim

    Reporting can be used for impact/outcome analysis; standardized outcome reporting is not clearly defined.

Services 3 supported · 1 not yet verified
  • Services delivered Supported vendor reported 1 cited claim

    Service Notes document delivered service interactions.

  • Programs Not yet verified

    Reviewed first-party sources did not establish a distinct program-management entity matching this taxonomy item.

  • Attendance Supported vendor reported 1 cited claim

    Service Notes support per-client attendance.

  • Units of service Supported vendor reported 1 cited claim

    Service Enrollments and funding datasets include service units.

Plans & pricing

Starter

USD 29 / user / month

Annual payment basis

The Essentials; suitable for a small team of up to 3 users.

Minimum users:
1
Minimum contract:
Annual payment basis

Verified: August 19, 2026

Growth

USD 69 / user / month

Annual payment basis

Enhanced capabilities for growing human services teams.

Minimum contract:
Annual payment basis

Verified: August 19, 2026

Team

USD 99 / user / month

Annual payment basis

Advanced features for teams; 5-user minimum.

Minimum users:
5
Minimum contract:
Annual payment basis

Verified: August 19, 2026

Enterprise

USD 2199 / month / month

Annual payment basis

Flagship offering for large teams or complex needs; base package includes 25 users.

Minimum users:
25
Minimum contract:
Annual payment basis

Verified: August 19, 2026

What differs by plan

Feature availability by plan
FeatureStarterGrowthTeamEnterprise
Audit trailsNot yet verified Not yet verified Included Included
Security controlsIncluded Not yet verified Included Not yet verified
APINot yet verified Not yet verified Not yet verified Included
IntegrationsNot yet verified Included Included 500 SMS/MMS messages included; additional messages may incur a feeNot yet verified
Workflow automationNot yet verified Limited 1 automated workflowLimited 10 automated workflowsLimited 100 automated workflows
IntakeNot yet verified Included Not yet verified Not yet verified
Operational reportsNot yet verified Included 1 Report WriterIncluded 10 Report WritersIncluded 100 Report Writers
Show all assessed plan features (8)
Feature availability by plan
FeatureStarterGrowthTeamEnterprise
Audit trailsNot yet verified Not yet verified Included Included
Security controlsIncluded Not yet verified Included Not yet verified
APINot yet verified Not yet verified Not yet verified Included
IntegrationsNot yet verified Included Included 500 SMS/MMS messages included; additional messages may incur a feeNot yet verified
ConfigurationLimited Limited 3 configurable formsLimited 10 configurable formsLimited 100 configurable forms
Workflow automationNot yet verified Limited 1 automated workflowLimited 10 automated workflowsLimited 100 automated workflows
IntakeNot yet verified Included Not yet verified Not yet verified
Operational reportsNot yet verified Included 1 Report WriterIncluded 10 Report WritersIncluded 100 Report Writers

Add-ons

Additional Forms

Additional configurable form capacity sold in blocks of five.

USD 35 / month

Provides: Configuration

Verified: August 19, 2026

Additional Workflows

Additional workflow capacity sold in blocks of five.

USD 50 / month

Provides: Workflow automation

Verified: August 19, 2026

Funding Sources

Funding-source tracking and reporting capability.

USD 49 / month

Provides: Funder reporting

Verified: August 19, 2026

Report Writers

Additional report-writer entitlement for a full user.

USD 29 / month

Provides: Operational reports

Verified: August 19, 2026

Volunteers

Discounted access for part-time volunteer users.

USD 29 / month

Provides: Role-based permissions

Verified: August 19, 2026

Integrations

Calendar/email integration, Zapier, webhooks and API options; API access is plan/licensing dependent.

Security

Vendor documents role-based and record-level permissions, MFA, SAML 2.0 SSO and audit logs on qualifying plans.

Statements below distinguish vendor claims from independently documented capabilities; none constitute certification unless a certification source is cited.

Reporting

Pre-built reports, dashboards, exports and configurable custom reporting; authoring allowances vary by plan.

Sources

Facts on this page trace to the citations below, per our methodology.

Verification

Last reviewed: August 19, 2026. Product capabilities, plans, and pricing change; individual facts above carry their own verification dates. If something looks out of date, tell us and confirm current details with the vendor before purchasing.