Casebook vs OpenText Investigation
Casebook
casebook.netOpenText Investigation
opentext.comSide by side
| Figure | Casebook | OpenText Investigation |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | — | Yes |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 7.0 (#157) |
| Deployment | cloud | The product page lists an off-cloud deployment option, and its overview describes an on-premises review module and transfer to OpenText Core eDiscovery in the OpenText AWS cloud. |
| Founded | 2009 | 1991 |
| Headquarters | New York, NY, United States | Waterloo, Ontario, Canada |
| 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. | OpenText says its Professional Services team provides flexible support and training, and can assist with on-premises architecture and implementation. |
| 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.
OpenText Investigation
OpenText Investigation has no write-up on Specifiction yet; its figures are above.