AgileCase vs Casebook
AgileCase
agilecase.com
Casebook
casebook.netSide by side
| Figure | AgileCase | Casebook |
|---|---|---|
| Price from | $25/mo | $29/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 3 | 4 |
| Spec score · Case Management Software | 8.7 (#11) | 8.8 (#7) |
| Audit trail | Yes | Yes |
| Core features | The platform provides custom fields, progress tracking and a case audit trail. | The platform lists built-in and custom reports, form building, service planning, scheduling and notifications, messaging and tagging, workflows, case notes, audit logs, relationship types, provider referrals, and outcome dashboards. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| Case intake forms | Yes | Yes |
| Product | AgileCase is case management software that grows with a business. | Casebook is a configurable, cloud-based case-management platform for human-service providers. |
| Reporting dashboards | Yes | Yes |
| Support | AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses. | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
In their own words
Casebook
Casebook is a cloud-based case-management platform for human-service providers. It brings client, case, program, and provider details together, with client profiles that can connect across programs. Teams can configure programs, workflows, and reporting, and use forms, service planning, scheduling, notifications, messaging, case notes, referrals, and outcome dashboards. Staff can record intake, notes, and encounters on a phone or tablet while offline; the records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked to completion, with stalled or unconfirmed referrals flagged. Casebook offers built-in and custom reports and lists integrations including SMS/MMS, calendar and email, Zapier, webhooks, and an API. It supports Android, iOS, macOS, web, Windows, and API access. Plans are per user and billed annually: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.