Casebook
The facts below are what the maker publishes about Casebook, checked and dated. Our editors have not written about it yet.
Plans and prices
From Casebook's own pricing page, checked 28 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $29 a month | Suitable for a small team of up to 3 users. · up to 3 users · Optional Forms · SSO · Changemakers Onboarding · annual payment |
| Growth | $69 a month | Ideal for teams wanting more features and growth. · 1 automated workflow · 1 report writer · 3 configurable forms · custom reports · intake application · optional SMS/MMS · calendar/email integration · Zapier · annual payment |
| Team | $99 a month | Great for teams needing advanced features; 5 user min. · 5-user minimum · 10 automated workflows · 10 report writers · 10 configurable forms · 500 SMS/MMS messages included · webhooks · HIPAA BAA · audit logs · annual payment |
| Enterprise | Priced on request | Includes 25 users and is intended for large teams or complex needs. · base package includes 25 users · 100 automated workflows · 100 report writers · 100 configurable forms · external data interoperability API · 10 included volunteer users |
The facts
Each one read from Casebook's own pages, with the date it was checked.
What it does
- Additional Forms
- Additional forms cost $35 per month for 5 forms.checked 28 Sep 2026
- Additional Workflows
- Additional workflows cost $50 per month for 5 workflows.checked 28 Sep 2026
- Audit limit
- The audit-log search has a 90-day window per search.checked 28 Sep 2026
- Audit trail
- Yeschecked 21 Sep 2026
- Available Integrations
- Listed integrations include SMS/MMS, calendar/email, Zapier, webhooks, and an API.checked 28 Sep 2026
- Case intake forms
- Yeschecked 21 Sep 2026
- Centralized Client Data
- Casebook stores client data, case management, and reporting in one unified platform.checked 28 Sep 2026
- Client Portal Pricing
- Client Portal costs $99 on Growth and $149 on Pro, plus $29 per 50 client users; unavailable on Starter.checked 28 Sep 2026
- Client records
- Casebook centralizes client, case, program, and provider details and connects a client profile across programs.checked 28 Sep 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.checked 28 Sep 2026
- Core features
- The platform lists built-in and custom reports, form building, service planning, scheduling and notifications, messaging and tagging, workflows, case notes, audit logs, relationship types, provider referrals, and outcome dashboards.checked 28 Sep 2026
- Custom case fields
- Yeschecked 21 Sep 2026
- Customer contact
- Casebook says a real person will reply to contact-form submissions within one business day.checked 28 Sep 2026
- Deployment
- cloudchecked 21 Sep 2026
- Enterprise Users
- Enterprise includes 25 users.checked 28 Sep 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.checked 28 Sep 2026
- Funding Sources Add-On
- Funding Sources costs $49 per month.checked 28 Sep 2026
Money
- Annual USD Billing
- Prices are in US dollars and based on annual payment.checked 28 Sep 2026
- Free plan
- Nochecked 21 Sep 2026
The company
- Company Contact
- Casebook lists an address in New York, a phone number, and an email address.checked 28 Sep 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.checked 28 Sep 2026
- Founded
- 2009checked 28 Sep 2026
- Headquarters
- New York, NY, United Stateschecked 28 Sep 2026
Where it runs
- Configurable Platform
- Casebook supports configurable programs, workflows, and reporting requirements.checked 28 Sep 2026
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