Casebook vs DTx Case Management
Casebook
casebook.netDTx Case Management
dtx-cm.co.ukSide by side
| Figure | Casebook | DTx Case Management |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 4 | 3 |
| Spec score · Case Management Software | 8.8 (#7) | 8.4 (#19) |
| 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. | Listed integrations include Microsoft 365, GOV.UK Notify, TransUnion, Experian, Equifax, Power BI, HyperLaw, DVLA and the Environment Agency. |
| 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
DTx Case Management
- DTx Case ManagementPrice not published
- Professional Public Sector Software — Monthly£5,090 a month
- Professional Public Sector Software — YearlyPrice not published
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.
DTx Case Management
DTx Case Management has no write-up on Specifiction yet; its figures are above.