--- description: Learn how Casebook can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Casebook. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Casebook Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Human Services Software](/directory/1173/human-services/software) > [Casebook](/software/134051/casebook-platform) # Casebook Canonical: https://www.getapp.co.uk/software/134051/casebook-platform Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/134051/casebook-platform?page=2) > Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients. > > Verdict: Rated **4.2/5** by 86 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Casebook With the Casebook platform, you can: 1. Manage your clients' cases and track their progress 2. Collaborate with your team and other professionals 3. Engage with your clients and provide personalized services 4. Analyze data and track outcomes to improve service delivery 5. Generate custom reports and share data with stakeholders Casebook is more than just software. It's a solution that can help you transform your organization's service delivery and improve the lives of your clients. With Casebook, you can provide high-quality services that meet the needs of your clients, while also reducing administrative burden and costs. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 86 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.1/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Casebook - **Location**: New York, US - **Founded**: 2007 ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Per User - **Pricing Details**: Casebook is available across four pricing plans, outlined below. Starter: $29/ per user Growth: $69 / per user Professional: $99/ per user Enterprise: Starting at $2,199 - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Administrative Reporting - Alerts/Escalation - Alerts/Notifications - Appointment Management - Assessment Management - Attendance Management - CRM - Calendar Management - Case Management - Case Notes - Certification & Licensing - Child Welfare Management - Client Management - Client Portal - Collaboration Tools ## Integrations (7 total) - Gmail - Google Calendar - Google Forms - Jotform - Microsoft 365 - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Human Services Software](https://www.getapp.co.uk/directory/1173/human-services/software) ## Related Categories - [Human Services Software](https://www.getapp.co.uk/directory/1173/human-services/software) - [Social Work Case Management Software](https://www.getapp.co.uk/directory/1527/social-work-case-management/software) - [Charity Software](https://www.getapp.co.uk/directory/775/nonprofit/software) - [Nonprofit CRM Software](https://www.getapp.co.uk/directory/1517/nonprofit-crm/software) ## Alternatives 1. [Givebutter](https://www.getapp.co.uk/software/114523/givebutter) — 4.8/5 (871 reviews) 2. [Donorbox](https://www.getapp.co.uk/software/108833/donorbox) — 4.8/5 (624 reviews) 3. [DonorPerfect](https://www.getapp.co.uk/software/91736/donorperfect-fundraising-software) — 4.5/5 (1384 reviews) 4. [Zeffy](https://www.getapp.co.uk/software/2046275/zeffy) — 4.8/5 (473 reviews) 5. [Bonterra Apricot](https://www.getapp.co.uk/software/120783/apricot) — 4.2/5 (225 reviews) ## Reviews ### "Great platform, even better partner" — 4.0/5 > **Justin** | *18 September 2020* | Nonprofit Organization Management | Recommendation rating: 8.0/10 > > **Pros**: Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful\! > > **Cons**: Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated. > > Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important. ----- ### "Casebook Review" — 4.0/5 > **Shannon** | *22 February 2023* | Nonprofit Organization Management | Recommendation rating: 5.0/10 > > **Pros**: CB Engage is a great place to see the entire case > > **Cons**: A lot of time to input information and create individualized platform > > Great customer service ----- ### "Casebook use in small human services organization" — 3.0/5 > **Mel** | *19 February 2023* | Individual & Family Services | Recommendation rating: 5.0/10 > > **Pros**: The system has simple form and user interface creation. Adding users is simple. > > **Cons**: Lack of ability to customize data fields, remove or delete fields we do not use. Lack of implementation support, You must install and implement the software yourself, alot of client data must be entered manually. Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but it was not even an option. > > Client/case file management ----- ### "Family Engagement" — 4.0/5 > **Michelle** | *22 November 2022* | Mental Health Care | Recommendation rating: 7.0/10 > > **Pros**: Ease of use for collecting data/case managment > > **Cons**: Reporting is not intuitive; Setting this up (11 months in) has NOT been easy. > > Customer support \[SENSITIVE CONTENT\] has been the reason we have stayed on\! ----- ### "Great Package\! AWESOME CUSTOMER SUPPORT\!\!\!" — 5.0/5 > **Dania** | *8 May 2020* | Nonprofit Organization Management | Recommendation rating: 10.0/10 > > **Pros**: Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software. > > **Cons**: Minimal con is I wish we could rename certain sections. > > Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with \[SENSITIVE CONTENT HIDDEN\]. They are AWESOME\!\!\!\! ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/134051/casebook-platform?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/134051/casebook-platform) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Structured Data