Casebook vs Safecall Investigation 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.

Safecall Investigation Case Management is a web-based service for managing investigations arising from whistleblowing reports or workplace incidents. Teams can group related cases, assign investigators and investigation managers, set priorities and tasks, and follow progress with checklists, timelines, alerts, and dashboards. It is presented for HR, workplace, fraud, financial, criminal, health and safety investigations, as well as whistleblowing matters. Evidence storage covers pictures, audio files, and notes, while investigation managers and investigators can communicate confidentially. Users can export reports, timelines, and key metrics for senior management and audit purposes. The service can connect with Safecall whistleblowing products or run standalone; OpenAPI connections and API capabilities are available for deeper integration. It is mobile- and tablet-responsive and needs no app or installation. The portal is described as available in more than 60 translation languages. Listed safeguards include GDPR compliance, TLS 1.2, AES256 encryption, case-level role-based access controls, two-factor authentication, and regular independent penetration testing. Pricing is on request. Safecall Ltd was founded in 1999 and lists registered offices in Sunderland.