Casebook vs Newgen Dynamic Case 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.

Newgen Dynamic Case Management is a web-based case management product for organizing intake, workflows, records, and communications. It includes case intake forms, workflow automation, approval workflows, audit trails, and reporting dashboards. Teams can personalize the system, compose documents, and use API access. AI-assisted classification helps organize case information; retention rules, legal holds, and disposition workflows support records handling. The product also has mobile apps and a hybrid deployment model. Information can be delivered through email, SMS, WhatsApp, print, portals, mobile apps, social channels, web, archive, and FTP. Three editions are listed: Free Trial, Professional Edition, and Enterprise Edition. The trial includes 10 users, 100 GB of storage, and 50,000 API calls per month. Professional Edition includes 100 users, unlimited storage, and 100,000 API calls per month; Enterprise Edition allows unlimited users and storage, with 100,000 API calls per month. Pricing is on request. The maker is headquartered in New Delhi, India, and was founded in 1992.