Casebook vs Primero

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.

Primero is an open-source information management platform for protection-related data. Its use cases include child protection and gender-based violence case management, incident monitoring, and family tracing and reunification. Case workflows span identification, registration, assessment, planning, referrals and transfers, and closure, with supervision, notifications and tasking tools. The platform lists CPIMS+, GBVIMS+ and MRMIMS+ modules, along with intake forms, custom fields, audit trails and reporting dashboards. Teams can configure forms, roles, lookups, reports, languages, logos and locations through a self-service interface. Primero is available in more than 40 languages. Its v2 progressive web app works online and offline in modern browsers on mobile devices, tablets and laptops, though offline use is limited to creating cases and editing records already accessed in the session; changes submit after reconnection. A free DIY tier requires implementers to manage infrastructure and support. Full Service SaaS costs $8,250 a year, while Hybrid deployment costs $25,000 a year for the first year and decreases to the Tier 3 cost in year two and thereafter.