# Casebook Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Casebook the right Social Work Case Management solution for you? Explore 86 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200357/Casebook-Platform/reviews --- Casebook 4.2 (86) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Casebook Ease of use 3.9 Customer Service 4.4 ## Pros and Cons in Reviews JH Joanna H Life Coach AdministrationNon-Profit Organization Management, 11 - 50 employeesUsed the software for: 1-2 years. “We were able to customize the information we want to collect with each client so that note-taking after each session is efficient and consistent across our team.“ May 27, 2025 AA Allie A Community Care ManagerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “I spent a lot of alone time trying to put together our initial set up that was real confusing for me at times.“ January 14, 2026 AM Adri M Peer MentorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months. “The platform helps us stay organized and effectively support the youth in our community by centralizing case notes, tracking meetings, and managing incentives and rewards.“ August 5, 2025 RH Rochelle H Program ManagerCivic & Social Organization, 2 - 10 employeesUsed the software for: 1-2 years. “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.“ June 10, 2025 Kristen C Community AdvocateGovernment Administration, 51 - 200 employeesUsed the software for: 1-2 years. “The platform enhances my work by simplifying caseload management—ensuring accurate documentation, timely task reminders, effective data tracking, and reliable compliance.“ August 6, 2025 AM Anna M Social Services ManagerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: Less than 6 months. “This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times to get set up.“ May 6, 2024 AA Allie A Community Care ManagerNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “They are eager to make intake, case management, and reporting a seamless, efficient, and straightforward process.“ January 14, 2026 AT Albanerys T Resource Parent Support Worker (RPSW)Individual & Family Services, 11 - 50 employeesUsed the software for: 1-2 years. “When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change it only as if is a new client, which then the past documents attached to the client is no longer on the new corrected page.“ June 30, 2022 ## Showing most helpful reviews Showing 1-25 of 86 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KD Khushbu D. Program Manager Non-Profit Organization Management Used the software for: 1-2 years ### "First online case management " May 28, 2025 4.0 Overall, the transition has been well. Staff have had good feedback and enjoy the electronic option. Pros As an agency that has had paper files for years, it was a nice platform to be able to move things electronically. Cons The process of form creation and reporting can be tricky to navigate and collect appropriate data, but the team has been helpful. As well as sorting and organizing within the pages. Alternatives considered [Therap](https://www.capterra.com/p/124101/Therap/) Reason for choosing Casebook Cost efficient for our size of company to utilize a new system. Review Source Response from Casebook May 29, 2025 Thank you so much for sharing your experience. We are happy to hear that your team is experiencing the value of a central digital system! LM Leonel M. Executive Director Health, Wellness and Fitness Used the software for: 1-2 years ### "Epilespy Services of SW FL" September 23, 2024 5.0 It has been great! Friendly staff and always available! Pros The user friendliness of the software. Cons Configuring the reporting. Its pretty hard. Alternatives considered [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) Reason for choosing Casebook The price was the difference between others. Review Source Response from Casebook October 3, 2024 Thank you so much for your wonderful 10/10 review of our service, Epilepsy Services of SW FL! 😊 We're thrilled to hear that you find our software user-friendly and that our staff has been able to provide the friendly, always-available support you need. It's fantastic to know that our pricing and service met your needs after switching from CCM Pedido Online and evaluating alternatives like Google Docs. We're happy to be part of your journey in finding a better solution! LC Lisa C. Executive Director Non-Profit Organization Management Used the software for: 6-12 months ### "No as happy as I had hoped to be....." February 23, 2023 2.0 Pros We have not found anything what we like most thus far. Cons This system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything. Review Source NR Nicole R. Social Worker Law Enforcement Used the software for: 1-2 years ### "Grateful for Casebook making my job easier." June 18, 2024 5.0 We enjoy it and we highly recommend it even though we do not use many of the things available to use for casebook, its good to know there are options if we do decide to add certain components or configurations to our daily routine. Pros I love the ease of it once I got the hang of it and how I can easily keep track of case notes and services. Cons I wish modules/fields could be moved around to make the flow better and the order work better for us, but we have managed to just skip around the things we don't need in Casebook for our job. Reason for choosing Casebook Hands down the price. We would not have gone with Casebook if the price was unreasonable. Switched from [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) We could not store documents without slowing down our system. We still needed to write paper notes. Review Source Response from Casebook September 30, 2024 Thank you so much for the wonderful 10/10 review! We’re thrilled that our software has made your job easier and that you find it valuable for tracking case notes and services. It’s great to hear that you appreciate the features available. Thank you again for choosing us and for recommending our software. We’re glad to provide an affordable solution that meets your needs without compromising performance! AM Anna M. Social Services Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Much Needed Switch to Casebook " May 6, 2024 4.0 Pros So far the customer support has been absolutely stellar. I have the option to write a "ticket" for larger needs or quickly get a question answered with the chat function (that is also a real person). We are just finishing up the final touches on customizing our needs and the set-up team has been so easy to work with. The do have somewhat limited availability, but it hasn't been too much of a problem. It does take a pretty involved process to really get everything how you want it, but once its up and running it have been so much easier than our previous case management system. It's incredibly intuitive and doesn't take a who lot of training to figure out. Cons The set up time is quite involved, but that is mostly because the team is very thorough. This could definitely be user error right now (I'm still very new), but the forms section is a little frustrating at times to get set up. Alternatives considered [Foothold](https://www.capterra.com/p/118751/AWARDS/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Casebook Price was more affordable Demo team super personable Sales team did not push, they waited until we were fully ready and worked with us on a timeline that work for me Switched from [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Customer service was slow Training new administrator was expensive system was not particularly user friendly Difficult to pull effective information quickly Review Source Response from Casebook June 5, 2024 Anna, Thank you so much for your kind words. We really believe that the customer is the center of our universe -- from our product development to support to sales. We are so glad that you and the team are feeling supported as you undertake the process. We're committed to trying to simplify the onboarding and setup, but very pleased to hear that the investment of your time has been worth it! ST Samantha T. Director Individual & Family Services Used the software for: Less than 6 months ### "Review" July 21, 2022 4.0 Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better. Pros This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself! Cons The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Reason for choosing Casebook Cost and Casebook fit our needs much better and we liked that Casebook was much more customizable than Apricot. Review Source Response from Casebook September 1, 2022 Thanks for your review, Samantha! We're glad Casebook Reporting is helping your organization streamline your process. We appreciate your feedback about onboarding and will consider it as we continue to improve upon the experience our new customers go through. TB Traletta B. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Still learning" February 24, 2023 4.0 We have and are having a good experience with Casebook even though we are learning more about the software daily. Pros It has given us a place to store and track our clients. Cons We understand that Casebooks is implementing new things over time, so we are here for the new implementations! Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Casebook We chose Casebooks because it's geared strictly towards human services and it was very cost effective for our grassroot organization. Review Source WM Whitney M. Survivor Support Assistant Director Non-Profit Organization Management Used the software for: 6-12 months ### "Non-Profit Organization Review" March 18, 2024 5.0 Pros It was a mental adjustment moving from our former platform to Casebook, but I have found that I really appreciated that it is people-centric. This will be super beneficial as we continue to serve more clients. The customer service is superb from the initial interest to getting onboarding. They also offer ongoing support and training with free and paid options. We appreciate having forms accessible to complete within the platform that we can customize as well. Cons Initially there were so many options to customize that is a bit of a learning curve to adjust to. Switched from [Apricot](https://www.capterra.com/p/152918/Apricot/) Reporting was not easy to use in this platform and we were limited in some of the customizations that we really like about Casebook. We also were unable to delete individuals once they were put in the system. Review Source Response from Casebook March 19, 2024 Thank you so much for taking the time to share your feedback. We are thrilled to hear that you're starting to see the value of person-centricity and some of our other key differentiators. We hope to continue to support you and your team as you grow! JC Jenyne C. Healthy Parenting Program Coordinator Individual & Family Services Used the software for: Less than 6 months ### "Attachments from Casebook" August 2, 2022 4.0 We are new to using Casebook and still in the Onboarding process, but it will hopefully eliminate the need for our program to utilize spreadsheets and word documents to collect client information and contact notes. Pros The ease of use in capturing client data and referral information. Cons The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there. It makes the most sense for us to eliminate that step and keep all documents housed in the database exclusively. Alternatives considered [Bonterra Penelope](https://www.capterra.com/p/80088/Bonterra-Penelope/) Reason for choosing Casebook Price was lowest for the maximum services available Review Source Response from Casebook September 1, 2022 Thanks for your honest and thorough review of Casebook. Your feedback about document downloads is appreciated and will be reviewed by our product management team as part of our commitment to constantly improving Casebook. KW Kimberly W. Owner & CEO Information Services Used the software for: 6-12 months ### "A Creative Use Case" February 24, 2023 5.0 The customer service has been great. It feels like a small, really engaged team. Pros I like that I can bring in my clients in a way that feels very human. I helps be build holistic supports around them and capture all the ways I've helped them. Cons I basically using it like a CRM, but a more humanistic one. It can be challenging because I need to be really creative with how I use the different features. There are capabilities I wish it had, as a solopreneur, especially when it comes to marketing, but I understand that was not was Casebook was built to do. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Casebook Price.Human Services focus felt like a creative way to do what I was doing. Switched from [Thryv](https://www.capterra.com/p/156926/Thryv/) I lost A LOT of features when I switched from Thryv. I could process payments, post to social media, and even send chat messages to customers. BUT, I am still in a stage of growth and Thryv's monthly expense was more than I could sustain. Review Source MH Mario H. Landlord Liaison Director Non-Profit Organization Management Used the software for: 6-12 months ### "Casebook is advantageous to our organization " September 9, 2022 4.0 Pros We can use this product on our laptops, smart phones and hand held devises. The ability to put in notes and upload attachments into a case is very important to what we do. Cons 1\. I wish you could do tasks from the Engagement page instead of needing to go to Intake page. 2. The ability to start and stop time you spend on a client under the Case Email addresses/Communications. This helps with time spent on working with a client. Needing to add time under "Recent Notes" along with any conversation or work done helping a clients seems double work. Review Source CB Carly B. Resource Center Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "Casebook for Non-Profit management" February 20, 2023 3.0 Overall we have had a less than thrilling experience with the product and have run into many difficulties as we try to record people data as best as we can. We had to completely change the way that we used the system about 6 months into using it. It has resolved a lot of issues for us, however was a time consuming and difficult process. Pros What I appreciate most about this software is how it growing with our organization. Casebook is listening to what we need and adapting the platform to meet those needs. Cons What I like least about this platform is it's lack of customization. Not only was it hard for our organization to completely grasp new verbiage instead of implementing our own, but we are also limited to the capabilities only that the system already has, which was not the impression we had at the beginning. Reason for choosing Casebook Casebook was able to meet our financial needs at a more convenient level. Review Source KW Katy W. Database Specialist Non-Profit Organization Management Used the software for: 1-2 years ### "Casebook: First Impressions" February 17, 2023 4.0 I'm still learning, so I will admit that my experience is limited. I hope that it can continue to grow and become more user-friendly. Pros I can tell that a lot of thought went into this program. It tries to cover every area that you could possibly need to keep an organized database for social work and medical work. There's a lot of potential to use this platform to keep everything organized and kept together. Cons Sometimes, things aren't very intuitive. It doesn't flow super easy and those who have just started working in social work may not understand the terminology/where to go to complete their company's specified tasks. Also, the support chat system always seems to be down and it's hard to get in contact with anyone to ask simple questions. Review Source AY April Y. Director of Case Management Non-Profit Organization Management Used the software for: 6-12 months ### "New User" June 2, 2023 5.0 Has made my job a lot easier and able to maintain case notes and clients information. Hoping to have more time to use other features! Pros The layout of client files and case notes. Reports!! Once I have a chance to implement Cons Sometimes hard to navigate sections when trying to add " relationships". In addition multiple entries of same information. Reason for choosing Casebook Case management support and topics that are not given in other products. Review Source Response from Casebook June 5, 2024 April, Honestly, we're so pleased to hear that Casebook is working so well for you and that it's making your job easier. We hope that the journey to trying out and using more of the ever-growing platform will be a fun (and productive) one! JC Jenny C. victims of crime advocate Human Resources Used the software for: 6-12 months ### "Review about casebook" March 3, 2023 4.0 Definitely very easy to use. Pros I like how we can add notes. The last software we had did not have that option. Cons I would like for easier ways to document instead of a 5 step thing. Review Source KK Korinne K. Development Individual & Family Services Used the software for: 6-12 months ### "Casebook Review" March 3, 2023 4.0 Is OK, not spectacular but not the worst. Pros Customer service and response is very good. When expressing privacy concerns they offered a work around and worked to resolve the problem in their software programming Cons Finding client profile and information! Everything is based on your past searches and you always have to step back and try to remember how to find a client going new. Just directory for finding clients is difficult to remember where to find. Directories are not clear Reason for choosing Casebook Price Review Source AT Albanerys T. Resource Parent Support Worker (RPSW) Individual & Family Services Used the software for: 1-2 years ### "Review " June 30, 2022 4.0 Pros Having easy access to the Resource Parents information contact information. Being able to search easily, upload documents and update resource parents information. Cons When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change it only as if is a new client, which then the past documents attached to the client is no longer on the new corrected page. Review Source Response from Casebook July 11, 2022 Thanks for being one of our valued customers, Albanerys. Your organization is one of our longest-running customers and we're proud to be your technology partner. Thanks for the work you do! CB Corey B. RECOVERY COACH Non-Profit Organization Management Used the software for: 6-12 months ### "Corey review" July 6, 2022 5.0 Great. i am very please with casebook Pros How EASY IT WAS TO USE, VERY VERY SIMPLE Cons Everything worked well for me. i am very pleased with casebook Review Source Response from Casebook July 11, 2022 We're so glad to have you as a customer and love hearing about how easy it is to use. Thanks for taking time our of your day to review Casebook! AD Annette D. President Non-Profit Organization Management Used the software for: 6-12 months ### "Moving to a Digital Format" September 18, 2020 5.0 The team is awesome, its been a great experience for us! Pros The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs. Cons It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need. Reason for choosing Casebook Price, willing to work with us, and product was more inline with what we needed for a nonprofit working in a family setting. Review Source Response from Casebook September 22, 2020 Thanks for your review! Real users are who we aim to please, so we'll continue to use feedback from you and your colleagues to keep Casebook's functionality aligned with your needs. JR Julius R. recovery coach/resident aid Public Safety Used the software for: 1-2 years ### "Good" March 8, 2023 5.0 Pros data entry and it serves its purpose of allowing me to record information. Cons nonthing it serves its purpose of allowing me to record information. Review Source KB Kevin B. Social Worker Education Management Used the software for: 6-12 months ### "User Friendly" February 17, 2023 5.0 Pros The software makes it easy to create a case, manage it and create reports to understand trends. Cons For our purpose, we do not use the intake tab. It was a unnecessary step Review Source LB Leah B. counselor Individual & Family Services Used the software for: 6-12 months ### "It is a good product" August 17, 2022 5.0 Overall it is easy to use and beneficial for my position. Pros This software is user friendly and easy to learn. Cons There is nothing I can think of that is a problem for me. Review Source Response from Casebook September 1, 2022 Thanks for your honest review and for being a Casebook customer. We're happy to be your partner! JT Jeremy T. Case manager Civic & Social Organization Used the software for: 6-12 months ### "My Review" February 28, 2023 5.0 Overall my experience has been pretty good. Pros It's easy to learn how to use unlike some data platforms that I've used in the past. Cons Some times there's a lot of steps before getting to the part of the platform I'm trying to use. Review Source RR Richard R. Project Manager Non-Profit Organization Management Used the software for: Less than 6 months ### "Perfect software " June 17, 2021 5.0 Pros Customizable, most applications aren't excited about change. Casebook actually looks to meet your needs Cons I just found it, it would have been a great asset years ago Review Source Response from Casebook June 29, 2021 We're glad you're happy with Casebook. Our job is to help the helpers and the only way to do that is to keep up with the times and do the right thing! We're glad you're our customer. aP abi P. Case Manager Non-Profit Organization Management Used the software for: 6-12 months ### "Case Book is Mid" February 27, 2023 3.0 It is fine but i would prefer if it had more ease of use. Pros I enjoy that anyone in the company can access and update client information Cons Nothing about this software is intuitive and, especially for our older coworkers, is difficult to use. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.