Casebook Subscription Pricing

No matter your organization’s team size, data needs, or the community you serve we’ve got a Casebook package that will fit your needs and budget. From a nonprofit start-up to a multi-facility government agency.
All prices in US Dollars. Canadian prices available upon request.

Your team size

Select term

"1-5 year terms available; maximize cost savings with a longer term. Contact us to find your best plan."
Contact us regarding monthly plans.
The Essentials
Starter
$29
user/month
Total $87/month
Up to 3 Users
Includes
1 Report Writer
Report Writers are Reporting super users that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
3 Automated Workflows
Workflows are an automated process that helps provide consistency and help to ensure all the necessary steps are taken by one or more workers on a unit of work.
3 Configurable forms
Forms can be easily created, configured, and customized by your team.
Each unit = one named user
?
Limit 3 Users per Starter Subscription
This plan only allows for 3 users maximum
Also Includes:
Mobile Compatible
Ensure seamless software accessibility on mobile devices.
Secure Data
Guarantee data protection with advanced security protocols.
Configurable platform
Customize the platform to meet specific business requirements.
AI-powered Duplicate Prevention
Employ AI technology for efficient duplicate data detection and prevention.
External Tasks and Forms
Facilitate external task and form management for improved operational efficiency.
Drag-and-Drop Report Templates
Simplify report creation with user-friendly, drag-and-drop templates.
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Start-ups & Small Teams
A powerful platform for human services teams with up to 3 users
Advanced Capabilities
Growth
$59
user/month
Total $177/month
Ideal for small organizations
Includes
1 Report Writer
Report Writers are Reporting super users that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
5 Automated Workflows
Workflows are an automated process that helps provide consistency and help to ensure all the necessary steps are taken by one or more workers on a unit of work.
5 Configurable forms
Forms can be easily created, configured, and customized by your team.
Standard Intake Features
Group rostering and attendance
team scheduling with an efficient group rostering system.
Each unit = one named user
Mobile Compatible
Provides seamless software functionality on mobile devices.
Secure Data
Ensures data security with advanced encryption and protocols.
Configurable platform
Offers customizable platform settings for specific business needs.
AI-powered Duplicate Prevention
Features AI-driven technology for duplicate data detection and prevention.
External Tasks and Forms
Supports efficient management of external tasks and form integration.
Drag-and-Drop Report Templates
Includes easy-to-use drag-and-drop options for report generation
Everything in Starter, plus:
Standard Intake Application
Group rostering and attendance
Facilitates efficient scheduling and attendance tracking for teams.
Workload management dashboard
Provides a centralized view for managing and distributing workload effectively.
Optional SMS / MMS Integration
Offers additional SMS/MMS integration for enhanced communication capabilities.
Optional Calendar/Email Integration -$10/mo per org (with waiver option for renewing customers) - Grayed out with option to contact finance to add feature
Integrates calendar and email functions, with waivers for renewing customers. Contact finance to add this feature.
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Fuel Growth with Casebook
The tools your growing human services nonprofit needs to scale up.
Pro Features Made Affordable
Team
$75
user/month
Ideal for most organizations.
Includes 5 Users (minimum)
Includes
3 Report Writers
Report Writers are Reporting super users that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
20 Automated Workflows
Workflows are an automated process that helps provide consistency and help to ensure all the necessary steps are taken by one or more workers on a unit of work.
20 Configurable forms
Forms can be easily created, configured, and customized by your team.
Group rostering and attendance
team scheduling with an efficient group rostering system.
Incl 5 users
Mobile Compatible
Provides seamless software functionality on mobile devices.
Secure Data
Ensures data security with advanced encryption and protocols.
Configurable platform
Offers customizable platform settings for specific business needs.
AI-powered Duplicate Prevention
Features AI-driven technology for duplicate data detection and prevention.
External Tasks and Forms
Drag-and-Drop Report Templates
Features AI-driven technology for duplicate data detection and prevention.
Advanced Intake Features
Enhances data management with advanced intake capabilities.
Calendar and Email Integration
Integrates directly with calendar and email systems for streamlined scheduling and communication.
Zapier Integration
Provides Zapier integration for easy connection with multiple applications.
Single sign on
Offers single sign-on functionality for secure and convenient user access.
External Data Interoperability (API)
Enables API-based integration with external data sources.
SMS Integration Included
Includes SMS integration for direct and efficient communication.
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Professional Grade System for Teams of Any Size
Our most advanced per-user plan
Predictable Pricing Maximum Value
Enterprise
25+
25-250
users
Ideal for organizations with more than 25 users.
Flat Rate Includes
5 Report Writers
Report Writers are Reporting super users that can create and edit reports and perform general administration of the reporting system. This is not required to view and filter existing reports.
25 Automated Workflows
Workflows are an automated process that helps provide consistency and help to ensure all the necessary steps are taken by one or more workers on a unit of work.
25 Configurable forms
Forms can be easily created, configured, and customized by your team.
Group rostering and attendance
team scheduling with an efficient group rostering system.
Incl 25 users
Mobile Compatible
Provides seamless software functionality on mobile devices.
Secure Data
Ensures data security with advanced encryption and protocols.
Configurable platform
Offers customizable platform settings for specific business needs.
External Tasks and Forms
Drag-and-Drop Report Templates
Advanced Intake Features
Enhances data management with advanced intake capabilities.
Calendar and Email Integration
Integrates directly with calendar and email systems for streamlined scheduling and communication.
Zapier Integration
Provides Zapier integration for easy connection with multiple applications.
Single sign on
External Data Interoperability (API)
25 Included Volunteer Users*
HIPAA BAA Eligible
Premium Support
SMS Integration Included
Includes SMS integration for direct and efficient communication.
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Enterprise Plans for 50, 100, 250+ Users Also Available Upon Request
Our flat-rate pricing plans provide maximum functionality for less (per user) than the Growth Plan.
Casebook’s onboarding process
Goal & Success Definition

Select 1 to 3 key business goals to help target your onboarding

Identify measurement & data to achieve these objectives

Process Management
Advisory session with our team to guide mapping your business process to Casebook
Configuration
Setting your fields, forms, workflows, users up for launch
Data Management

Whether to import historical data, Build reporting dashboards

Prepare for Launch

Invites for Online Training, Designing your internal support in conjunction with Casebook’s offerings

Casebook Add-ons
Additional Storage
1GB
$0.25/month
Each plan’s storage limit is measured per user. Volunteers do not receive a data allotment. Additional data is charged at the rate of $0.25/GB per month ($3/GB per year). This is billed as accrued.
Additional Workflows
5
$10/month
Workflows are an automated process that helps provide consistency and helps ensure all the necessary steps are taken by one or more workers on a unit of work.
Additional
Forms
5
$25/month

It is easy to purchase additional forms as you need them. 

Volunteers
5
$29/month

Volunteers are part-time, non-employees that use Casebook less than 12 hours per month. Volunteers do not receive a data allotment and may not administer the system (i.e. create workflows, forms, etc.). Volunteers may not be approvers for a workflow.

Additional Reporting Admin
$49
/month

Reporting Admins are superusers in cb Admin that can create and edit reports that will be used by others in the organization. This amount is in addition to the standard login for the user in question.

Additional Admin Users
$39
/month

Admin users can set up and configure Casebook but not interact with units of work such as cases, intakes, etc.

FAQs

We are a configurable platform that will allow you to collect the data that matters to you. Casebook is extremely flexible, and has adapted to a wide-variety of nonprofit and public sector organizations.

Casebook provides a beautifly simplistic workflow to collect the entire continuum of care with a robust reporting tool to prove your team’s impact. You can measure end-to-end results and actually enjoy the process.

We’re hosted on the AWS Cloud which means our data is encrypted and redundant. Beyond that we’ve taken special measures to ensure our HIPAA compliance and have passed our SOC-II audit.
On the user end, we have built in restrictions that will limit users access to records they’re not supposed to see. This allows you to protect your clients data both inside and outside of the system.

To obtain Amazon’s partnership and preferred vendor status, Casebook has demonstrated to Amazon’s Well Architected Review team, that our data persistence layer, RDS architecture, and our automated nightly backup routines, will ensure minimal-to-none data loss in case of a catastrophic failure or disaster in AWS us-east-1 and ca-central-1 regions.

We have an incredibly responsive onboarding team that will seek to completely understand your workflow by meeting you and learning about your services. After the initial discovery meeting, you have 1-on-1 sessions with an onboarding coach that will walk you through the process of building your Casebook to work for you. There is also an online curriculum that teaches everything about the platform to make sure you are comfortable and well-equipped to start recording your impact.

Absolutely! Between the hours of 8am-8pm ET, our in-house customer success team members will be available via our live chat functionality.

We built the Casebook platform with growth in mind. At any point that you need to add users or incorporate more of the software into your processes, you will have the control to do so.

Casebook was designed by case managers for case managers. We know the data you need and where you need it, thus we have a person-centric model that collects everything in an organized manner.

Every organization is unique, so we can’t affirm this completely across the board. We can say that we’ve taken every measure to make sure you’re saving as many trees as possible. Forms, documentation, files, notes, and more are all housed within our platform.

One of our pre-built reports covers data quality within the system. From that dashboard, you’ll be able to dive into any clerical errors and fix them.

With our data picker system in place, building reports is easier than ever! Once you choose the category of data you’re looking to collect, there is a simple drag and drop functionality that allows you to build both practical and attractive reports. After building a report, you can use it indefinitely for impact measurements and fund raising opportunities.

This is one of the best things about Casebook! Open and clear communication among team members, task and workflow management, and proper assignments are all key features within the platform.

We are cloud based, so you’ll be able to open your Casebook from anywhere you have internet access.