Casebook vs NAVEX EthicsPoint Incident Management

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.

NAVEX EthicsPoint Incident Management is cloud software for whistleblowing and incident management at multinational organizations. It accepts named or anonymous reports around the clock through web, phone, and mobile channels, including from employees, contractors, and suppliers. Machine translation helps reporters submit details and follow-ups in their own languages. Case teams can automate assignments, approvals, and escalations, update multiple assignments at once, and configure up to two custom workflows. Role-based permissions and AI-enhanced safeguards help restrict access to sensitive case information, including for implicated parties. The product includes case intake forms, custom fields, audit trails, AI-assisted analysis and summaries, and Power BI dashboards with incident benchmarks and expanded reporting fields. NAVEX says it can connect with HR, risk, and policy systems, link reports to policies and training, and export audit-ready data. Listed capabilities include support for NIST CSF 2.0 and ISO 27001, control mapping, evidence collection, risk assessments, remediation workflows, and vendor risk management. The package also lists a compliance library, admin reporting, 130 courses, and content in 14 languages. Pricing is on request.