Plans built for every team

Yes, Casebook provides comprehensive customer support for all subscription levels, included in the price of subscription, from Starter to Enterprise. Our dedicated customer success team is committed to supporting your organization.

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.

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 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.

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.

Casebook is set up to be HIPAA compliant for our customers. We maintain a SOC2 audit every year to ensure compliance.

Yes. We support most identity providers.

Support is included in the software subscription.