Casebook vs Conformity CaseworkER
Casebook
casebook.net
Conformity CaseworkER
conformitysoftware.comSide by side
| Figure | Casebook | Conformity CaseworkER |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 7.3 (#122) |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Headquarters | New York, NY, United States | Surrey, UK |
| Product | Casebook is a configurable, cloud-based case-management platform for human-service providers. | CaseworkER is a cloud-based HR case management system designed for HR professionals, line managers and senior stakeholders. |
| Reporting dashboards | Yes | Yes |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | Customers have access to a service desk for technical support, system guidance and day-to-day questions by telephone, email or ticket. |
| 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.
Conformity CaseworkER
Conformity CaseworkER has no write-up on Specifiction yet; its figures are above.