# Casebook Pricing 2026 | Capterra

> Learn more about Casebook pricing plans including starting price, free versions and trials.

Source: https://www.capterra.com/p/200357/Casebook-Platform/pricing

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# Pricing for Casebook

[4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

Write a Review!

## [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) has **4** pricing plans

-   No free trial
-   No free version

**Credit Card Required:** No

**Discount:** Custom, By Seat

### Starter: The Essentials

$29

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Starter: The Essentials plan includes:

-   Optional Forms
-   SSO
-   Changemakers Available Onboarding

### Growth: Advanced Capabilities

$69

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Growth: Advanced Capabilities plan includes:

-   1 Automated Workflow
-   1 Report Writer
-   3 Configurable Forms
-   Custom Reports
-   SSO

### Team: Pro Features Made Affordable

$99

**Pricing Model:** Per User

**Payment Frequency:** Per Month

Team: Pro Features Made Affordable plan includes:

-   10 Automated Workflows
-   10 Report Writers
-   10 Configurable Forms
-   Standard Intake Application
-   500 SMS/MMS Integration

### Enterprise: Predictable Pricing Maximum Value

Contact us

Enterprise: Predictable Pricing Maximum Value plan includes:

-   100 Automated Workflows
-   100 Report Writers
-   100 Configurable Forms
-   Standard Intake Application
-   500 SMS/MMS Integration

## Popular alternatives to [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/)

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[Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)

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[View all alternatives](https://www.capterra.com/p/200357/Casebook-Platform/alternatives/)

## What do others say about [Casebook](https://www.capterra.com/p/200357/Casebook-Platform/) pricing?

Pricing RatingN/A

Value For Money[4.1(86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

Pros

Cons

[Read All 86 Reviews](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

Read Full Reviews Below

Allie A.

Community Care Manager

Non-Profit Organization Management, 1-10 employees

Used the software for: 1-2 years

**

Overall Rating

5.0

**

Ease of Use

5.0

Customer Service

5.0

Features

5.0

Value for Money

5.0

Likelihood to Recommend

100%

10/10

Reviewer Source

Source: Capterra

January 14, 2026

"Casebook is the next great case management platform"

**Overall:** Casebook has been incredible for our team. From onboarding to troubleshooting to running through hypothetical situations with the CSM team, they have always made themselves available when needed and have a clear understanding of what caseworkers need from a case management platform.

**Pros:** Casebook is one of the only platforms I have worked with that actually listens to their clients. They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process. Any troubleshooting I have needed in the last year has been addressed quickly and with continual updates. I adore the customer service team and how friendly they are. The platform is so easy to use and integrate with other platforms as needed through Zapier. I am looking forward to being a long term user!

**Cons:** I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times. Heidi was so helpful and patient, but i still found it to be difficult at times. Now I feel sometimes I'm too nervous to switch things up in fear of messing with something unintentionally.

**Alternatives Considered:** [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/)

**Reasons for Choosing Casebook:** The customer service, the features, the ability to customize, and the Zapier integration options.

**Switched From:** [Little Green Light](https://www.capterra.com/p/123954/Little-Green-Light/)

**Reasons for Switching to Casebook:** We were stretching LGL further than it really should be used, its not built as a case management platform. As our needs increased, i made the decision to begin looking for a new platform.

Rochelle H.

Program Manager

Civic & Social Organization, 1-10 employees

Used the software for: 1-2 years

**

Overall Rating

5.0

**

Ease of Use

5.0

Customer Service

1.0

Features

3.0

Value for Money

3.0

Likelihood to Recommend

60%

6/10

Reviewer Source

Source: Capterra

June 10, 2025

"Easy to use"

**Overall:** Casebook has been easy to learn and navigate. I have had some difficulties as a manager utilizing certain aspects (like gerting an overall view of employees use) that have not been set up for ease of use.

**Pros:** I like that Casebook is easy to use and navigate through the next category. It is easy to teach staff how to use it.

**Cons:** I don't like how my casenotes aren't chronological by date I don't like that it is difficult to get a customer service rep, instead you are recirected to a video for help, which doesnt always help.

Vendor Response

By Casebook on June 13, 2025

We're so glad to hear that you find Casebook easy to use and train staff on—that's one of our top priorities, especially for busy frontline teams. We also appreciate your honest feedback about areas for improvement. We understand how important it is for managers like you to get a clear view of staff activity. Your comments help us.

[Read All 86 Reviews](https://www.capterra.com/p/200357/Casebook-Platform/reviews/)

## How should I be thinking about software pricing?

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Be an Informed Buyer: Understanding the True Cost of Business Software

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