Starter
$29 a month
Suitable for a small team of up to 3 users.
up to 3 users · Optional Forms · SSO · Changemakers Onboarding
Checked 28 Sep 2026
Plans and prices
Casebook pricing
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
Checked 28 Sep 2026
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
Checked 28 Sep 2026
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
Checked 28 Sep 2026