Casebook vs ComplianceSuite Case Management
Casebook
casebook.net
ComplianceSuite Case Management
compliancesuite.aiSide by side
| Figure | Casebook | ComplianceSuite Case Management |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| 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) | 7.4 (#104) |
| Audit trail | Yes | Yes |
| Deployment | cloud | hybrid |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Nicosia, Cyprus |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The maker lists native LexisNexis Bridger Insight XG and Mastercard AML Account Risk integrations, with their alerts routed into the case-management inbox. |
| Reporting dashboards | Yes | Yes |
| 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 states that traffic uses TLS 1.3, data uses AES-256 envelope encryption, and enterprise plans can use customer-managed keys. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
ComplianceSuite Case Management
- EnterprisePriced on request
- GrowthPriced on request
- StarterPriced 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.
ComplianceSuite Case Management
ComplianceSuite Case Management has no write-up on Specifiction yet; its figures are above.