Casebook vs CaseCore
Casebook
casebook.net
CaseCore
casecoreapp.comSide by side
| Figure | Casebook | CaseCore |
|---|---|---|
| Price from | $29/mo | $39/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 12 |
| Spec score · Case Management Software | 8.8 (#7) | 7.8 (#68) |
| Audit trail | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Winter Springs, Florida, United States |
| Case intake forms | Yes | Yes |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The integrations page lists supported paths for QuickBooks Online, Xero, Stripe, Gmail and Google Calendar, Outlook and Microsoft Calendar, IRBsearch, and PI Point, with setup or authorization requirements that vary. |
| Security controls | Casebook uses role-based access, single sign-on, OAuth 2.0, OpenID Connect, JWT-based service communication, and encryption in transit and at rest. | The trust center lists separate agency workspaces, role and case permissions, MFA and passkey options, recorded security activity and controlled file access. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | CaseCore lists onboarding guidance, Help, Academy and tracked support, and provides [email protected] for product, support or migration questions. |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
CaseCore
- Independent Investigator$39 a month
- Process Service$49 a month
- Solo$65 a month
- Starter$95 a month
- Professional$159 a month
- Agency$249 a month
- Independent Investigator$39 a month
- Process Service$49 a month
- Solo$65 a month
- Starter$95 a month
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.