Casebook vs CaseMgmt
Casebook
casebook.netCaseMgmt
casemgmt.ioSide by side
| Figure | Casebook | CaseMgmt |
|---|---|---|
| Price from | $29/mo | $229/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 3 |
| Spec score · Case Management Software | 8.8 (#7) | 8.0 (#45) |
| Audit trail | Yes | Yes |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| 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 product lists QuickBooks Online invoice sync, fax delivery through the customer's SRFax account, Twilio patient SMS, Stripe subscription billing, and AWS infrastructure. |
| Reporting dashboards | Yes | Yes |
| 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.