Casebook PBC

“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!”

“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.”

“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.”

“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.”

“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.”

“I can look up a participant and quickly access all the information I need in one place — and the support team responds very quickly to questions and suggestions.”

“It keeps my case notes in order. I like that I can edit my notes, and it's easy to find my clients' names when I need them.”

“It has been a life changer for our organization. We've been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized.”

“Being able to define the fields is huge — it lets us configure Casebook to our specific needs and run statistics and analysis based on what we're learning about our participants.”

“I like that it is real-time and user-friendly. Staff learned the system quickly, and it was easy to implement — we were previously using multiple spreadsheets with a lot of double-entry.”

“You can literally sit anywhere in the community and write case notes — which for a social worker is invaluable.”

“Since we began with Casebook, communication and transparency with our partners and clients have increased significantly. We collaborate more efficiently and have grown our community impact.”

“Casebook's reporting functions are a game changer — what used to take me 90 minutes now takes 20 to 30, and I can share double the information.”

“We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to.”