Responders Show Up for Everyone. Your Software Should Too.
Casebook is purpose-built case management software for co-responders, crisis intervention teams, and public safety social workers responding in the field.
Spend less time on paperwork and more time in the field with clients.
Crisis intervention teams, co-responders, Community crisis responders, and mobile crisis response teams log their encounters from cars or on a sidewalk, mid-conversation with a client. Rigid systems designed for office work slow down reporting and pull you away from the person in front of you. With Casebook, you document the encounter on your phone or tablet before you leave the scene.
Casebook provides crisis intervention teams, co-responders, and embedded police clinicians with a single system for intake, documentation, referrals, and reporting.
You access complete case files from your phone, on scene or between calls. Casebook works offline too*, so a weak connection never stops you from logging an encounter.
You can capture a structured intake within minutes of first contact, even in high-urgency field encounters. That information populates the record directly; no need to enter it twice.
Casebook flags the moment one of your clients missed their referral to another service. You can follow up while there’s still time to reach that person before the next crisis.
Structured forms guide you through each case note, so you never miss an important detail. What used to take until the end of your shift now takes minutes.
You can track program activity and client progress across every case you carry. Casebook turns that data into reports that show department leadership exactly what your team has accomplished.
Casebook protects sensitive data under HIPAA, CJIS security requirements, and Canadian privacy standards like PIPEDA. Your department gets a documented, continuously audited security program with every claim.
Lansing Police Department’s social work division managed a growing caseload through file folders and spreadsheets, with no centralized system connecting them. After implementing Casebook, LPD’s social workers submitted over 450 referrals in the first 10 months and started writing case notes from anywhere in the community instead of waiting to return to the station.

Casebook supports the full range of programs public safety and community-based teams run, from co-response to victim advocacy.
Coordinate with police, emergency medical services (EMS), and clinicians on shared calls, with one record everyone can access in real time.
Route eligible calls to a crisis responder instead of a patrol officer, then document the outcome from the field.
Connect eligible clients to treatment or services instead of arrest, and track whether they follow through on services.
Track outreach contacts, follow-ups, and connections made in every neighborhood your team covers.
Coordinate services for victims while controlling exactly who can access their case, down to the individual record.
Manage volunteer schedules, assignments, and communication in the same system your team already uses for casework.
Law enforcement-adjacent teams can’t compromise on security. Casebook maintains ongoing CJIS security practices, HIPAA compliance, role-based access, and encryption across every record, so your department can verify exactly how Casebook protects your data.
Stopping to take notes on a system designed for office work pulls you away from clients when they need you most. Casebook keeps you present instead.
Casebook’s connected referrals and follow-up tracking let you catch a client who is slipping back into crisis.
In a budget review, the program with the clearest numbers is the one that keeps its funding. Casebook pulls those numbers directly from the case data your team already tracks.
I like how customizable the platform is. Casebook staff is patient in teaching you how to navigate the platform and customizing the fields to best suit what your organization needs.
Using Casebook as our case management tool is freeing up a ton of time for our victim advocates. They are able to spend more time in contact with clients due to their time being freed up.
One of the essential features is the ability to query information to provide detailed information to our funders. You will capture data on all of your clients smoothly and effectively.
They pay attention to my overall goals with the software and helped me customize to suit my organization's needs. They are amazing at customer service too.
Not only is customer service incredible from beginning to end but the ability to run clear and concise data reports for grant writing has been so helpful!
We work with families, and we needed a system to store people and notes. We can pull great reports much more quickly and easily than our last program. My employees love the ease of use.
I can quickly write general notes, service delivery, and progress notes for clients, make appointments, and upload documents for other professionals to view. It makes me more efficient in documenting.
I use CB Engage most often, which allows me to keep track of my client's progress and communicate with other caregivers. It is a very user-friendly program, which requires only minimal training.
Casebook is very easy to access and easy to use. Not hard at all to figure out as a first time user. One of the best things is having others on the case load to help.
Easy access to caseload and stats that are needed for record keeping. We have started using Casebook to track clients and stats better. The real benefit for us is remote access with multiple users.
I like how customizable the platform is. Casebook staff is patient in teaching you how to navigate the platform and customizing the fields to best suit what your organization needs.
Using Casebook as our case management tool is freeing up a ton of time for our victim advocates. They are able to spend more time in contact with clients due to their time being freed up.
One of the essential features is the ability to query information to provide detailed information to our funders. You will capture data on all of your clients smoothly and effectively.
They pay attention to my overall goals with the software and helped me customize to suit my organization's needs. They are amazing at customer service too.
Not only is customer service incredible from beginning to end but the ability to run clear and concise data reports for grant writing has been so helpful!
We work with families, and we needed a system to store people and notes. We can pull great reports much more quickly and easily than our last program. My employees love the ease of use.
I can quickly write general notes, service delivery, and progress notes for clients, make appointments, and upload documents for other professionals to view. It makes me more efficient in documenting.
I use CB Engage most often, which allows me to keep track of my client's progress and communicate with other caregivers. It is a very user-friendly program, which requires only minimal training.
Casebook is very easy to access and easy to use. Not hard at all to figure out as a first time user. One of the best things is having others on the case load to help.
Easy access to caseload and stats that are needed for record keeping. We have started using Casebook to track clients and stats better. The real benefit for us is remote access with multiple users.