Casebook vs Hyland OnBase
Casebook
casebook.net
Hyland OnBase
hyland.comSide by side
| Figure | Casebook | Hyland OnBase |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 4 | 2 |
| Spec score · Case Management Software | 8.8 (#7) | 8.5 (#14) |
| Company history | Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017. | Hyland's history page says it created ImageBase in 1991 and renamed it Hyland OnBase in 1992. |
| Deployment | cloud | OnBase is offered as Hyland Cloud-hosted content services and as an on-premises installation. |
| Founded | 2009 | 1991 |
| Headquarters | New York, NY, United States | Westlake, Ohio, USA |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | Hyland lists prebuilt connectors for Salesforce, SAP, Workday, Microsoft Office, Outlook and Infor, plus screen-level and data-level integration methods. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | Hyland Premier Care Standard is included as part of a subscription or software maintenance agreement; listed Standard phone support is for S1 issues only. |
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.
Hyland OnBase
Hyland OnBase is an operational content management product for capturing and governing enterprise documents, automating content-centered workflows, and feeding data to business systems. Automated capture classifies and verifies business data from multiple sources. Configurable workflows, forms, and rules route documents and manage exceptions, while case management can cover documents, emails, tasks, approvals, compliance, and verifications. OnBase also supports secure document retention and destruction through the records lifecycle. Listed controls include OCR, version history, granular access control, audit logs, rule-based classification, legal holds, and disposition workflows. Reporting includes interactive dashboards and audit trails. Hyland says its solutions connect with more than 500 unique applications. Deployment options include on-premises and hosted configurations, and OnBase Mobile is accessed through the Hyland Mobile app for iOS and Android. Pricing is on request; the Base subscription is listed for 100 named users, without a price. A free plan is also listed. Hyland is headquartered in Westlake, Ohio, and was founded in 1991.