Casebook vs EQS Integrity Line

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.

EQS Integrity Line is a cloud, web-based whistleblower and case management platform for receiving reports and handling investigations. It provides case intake forms, workflow automation, custom fields, audit trails, reporting dashboards, mobile apps, policy acknowledgments, review scheduling, approval workflows, version history, and single sign-on. Essential is specified for organizations with 50–500 employees and includes custom branding, an EU Directive-aligned reporting flow, anonymous file and voice uploads, status tracking, notes, manager assignment, anonymization, deletion, and audit logs. Professional targets 500–5000 employees and adds country-specific forms and disclaimers, keyword auto-routing, interactive dashboards, configurable fields, and granular access control. Enterprise is for organizations with 5000 or more employees and includes configurable case tabs, chart building, AI classification, summaries, transcription, anonymization with human review, advanced role-based access control, SSO/SAML, and SCIM provisioning. Pricing is on request. EQS Integrity Line is headquartered in Munich, Germany, and was founded in 2000.