Casebook vs Julota
Casebook
casebook.netJulota
julota.comSide by side
| Figure | Casebook | Julota |
|---|---|---|
| Price from | $29/mo | $416.67/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 7.5 (#99) |
| 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. | The company says Touchphrase Development was formed in 2010 and later renamed Julota. |
| Compliance | Casebook describes the platform as HIPAA compliant and SOC 2 audited, and says it operates under a CJIS shared-responsibility framework for criminal-justice information. | Julota states that its platform is built to comply with HIPAA, 42 CFR Part 2, and CJIS requirements. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Founded | 2009 | 2010 |
| Headquarters | New York, NY, United States | Julota lists its address as 327 Inverness Dr S, Suite 101, Englewood, Colorado 80112. |
| 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. | Julota says it works collaboratively with clients to tailor the solution to their needs. |
| 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.