Casebook vs Need Navigator
Casebook
casebook.netNeed Navigator
neednavigator.comSide by side
| Figure | Casebook | Need Navigator |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 3 |
| Spec score · Case Management Software | 8.8 (#7) | 8.0 (#42) |
| Audit trail | Yes | Yes |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Salem, Oregon, United States |
| 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. | The shared calendar can generate scheduling links for Microsoft Teams or Google Calendar, but this is link generation rather than calendar synchronization. |
| Reporting dashboards | Yes | Yes |
| Security controls | Casebook uses role-based access, single sign-on, OAuth 2.0, OpenID Connect, JWT-based service communication, and encryption in transit and at rest. | The security overview states that the product supports SAML single sign-on, passkeys, per-user two-factor authentication, IP access modes, and HTTPS. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | After onboarding, support is available from the product builders by phone, email, or Google Spaces during published business hours. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
Need Navigator
- Need Navigator subscriptionPrice not published
- Need Navigator$25 a month
- One-time setup$2,000, paid once
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.
Need Navigator
Need Navigator has no write-up on Specifiction yet; its figures are above.