Casebook vs Collaborate
Casebook
casebook.net
Collaborate
collaboratesoftware.comSide by side
| Figure | Casebook | Collaborate |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 8.2 (#27) |
| Deployment | cloud | Collaborate is cloud hosted and browser accessible, with no software installation required. |
| Founded | 2009 | 1998 |
| Headquarters | New York, NY, United States | Chicago, Illinois, United States |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The maker lists REST API, webhooks, SFTP/SCP, state data systems, DocuSign, and SMS providers, and describes examples including medical billing, payroll/staffing, and QuickBooks. |
| Product | Casebook is a configurable, cloud-based case-management platform for human-service providers. | Collaborate is customizable case management software for nonprofits and social services agencies. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | The maker lists email and phone support, an online knowledge base, on-demand video training, and a response time under 24 hours for critical incidents. |
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.
Collaborate
Collaborate is customizable case management software for nonprofits and social services agencies. Its case profiles gather intake information, services, assignments, referrals, notes, documents, notifications and alerts in one view. Organizations can tailor intake forms, digitize paper forms, define services and share external forms by link or website embed. Reports can be filtered and shared, with results shown as charts and graphs. The product integrates with DocuSign and supports API connections to systems including statewide referrals, medical billing, payroll, staffing and QuickBooks. It is cloud-hosted and accessed through a browser without installation, including on desktop, laptop, tablet and mobile phone with an internet connection. The maker says it is HIPAA compliant and SOC 2 Type 2 compliant, and lists encryption, role-based permissions, multifactor authentication, SSO support, audit logs and backups. Pricing is based on organization size, user count and modules, with no per-seat licensing fees; the price is on request. Typical deployment is stated as 8–12 weeks from contract to go-live, including migration, customization and staff training.