Collect Signatures and Documents
Integrated Digital Application Process
Track Applications, Statuses and Tasks
Keep track of applicants without a single piece of paper
Casebook’s cb Access application supports critical client-facing organizational functions for human services such as onboarding of new clients.
cb Access provides a centralized place for scanned documents, signatures, and customizable forms – so organizations can easily track the status of applicants.
Reduce Data Redundancy & Speed-up Your Process
Reduce double-entry and save time by allowing applicants to fill out information themselves digitally instead of via a paper form.
cb Access can help qualify applicants, assess requirements, and track status easily with a workload view for easy applicant management.
The Casebook Platform is comprised of modular applications
cb Access is one of the business applications that comprise the Casebook Platform for human services. cb Access along with the other modular applications provide distinct functionality. Casebook solutions utilize these modular apps to form the Casebook Platform.