Casebook

7.8easy start · #8 of 177
in Case Management Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, api, iOS, Mac, Web, Windows. Paid plans from $29/mo.

Casebook is ranked #8 of 177 in case management software on The Geeks Club, made by Casebook (New York, NY, United States). It runs on Android, API, iOS, macOS, Web, Windows. There is no free plan. Paid plans start at $29/mo.

Casebook plans and pricing

All plans

Starter $29/mo annual payment up to 3 users · Optional Forms · SSO · Changemakers Onboarding casebook.net · 28 Sept 2026

Growth $69/mo annual payment 1 automated workflow · 1 report writer · 3 configurable forms · custom reports · intake application · optional SMS/MMS · calendar/email integration · Zapier casebook.net · 28 Sept 2026

Team $99/mo annual payment 5-user minimum · 10 automated workflows · 10 report writers · 10 configurable forms · 500 SMS/MMS messages included · webhooks · HIPAA BAA · audit logs casebook.net · 28 Sept 2026

Enterprise Not published base package includes 25 users · 100 automated workflows · 100 report writers · 100 configurable forms · external data interoperability API · 10 included volunteer users casebook.net · 28 Sept 2026

Compared on case management software

Free plan: No
Paid from: $29/user/mo
Case intake forms: Yes
Workflow automation: Yes
Custom case fields: Yes
Audit trail: Yes
Reporting dashboards: Yes
Mobile apps: Yes
Deployment: cloud

Best Casebook alternatives

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The record

Annual USD Billing: Prices are in US dollars and based on annual payment.
Per-User Pricing: Casebook uses a per-user-pricing model with flexible plans.
Starter User Limit: The Starter plan supports teams of up to 3 users.
Team User Minimum: The Team plan requires a minimum of 5 users.
Enterprise Users: Enterprise includes 25 users.
Client Portal Pricing: Client Portal costs $99 on Growth and $149 on Pro, plus $29 per 50 client users; unavailable on Starter.
Additional Workflows: Additional workflows cost $50 per month for 5 workflows.
Additional Forms: Additional forms cost $35 per month for 5 forms.
Report Writer Add-On: Report Writers cost $29 per month and let users create and edit reports.
Funding Sources Add-On: Funding Sources costs $49 per month.
Configurable Platform: Casebook supports configurable programs, workflows, and reporting requirements.
Reporting Capabilities: It provides built-in and custom reports with up-to-date data and analytics.
Centralized Client Data: Casebook stores client data, case management, and reporting in one unified platform.
Available Integrations: Listed integrations include SMS/MMS, calendar/email, Zapier, webhooks, and an API.
Price from: $29/mo

Where it ranks on The Geeks Club

Best Case Management Software in 2026#8 of 177

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Sources

casebook.net/pricing/· checked 28 Sept 2026
casebook.net· checked 28 Sept 2026
casebook.net/platform-overview/· checked 28 Sept 2026
gohub.casebook.net/knowledge/integrations· checked 28 Sept 2026
casebook.net/case-management-solution/· checked 28 Sept 2026
casebook.net/contact-us/· checked 28 Sept 2026