Casebook vs SAI360 Ethics and Compliance
Casebook
casebook.netSAI360 Ethics and Compliance
sai360.comSide by side
| Figure | Casebook | SAI360 Ethics and Compliance |
|---|---|---|
| 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) | 7.4 (#103) |
| Audit trail | Yes | Yes |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Headquarters | New York, NY, United States | SAI360 identifies Chicago as its corporate headquarters and lists additional offices in the Netherlands, Lithuania, India, and Germany. |
| 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 integrations page lists connections including Workday, ADP, Slack, Oracle, SAP, Salesforce, ServiceNow, Microsoft 365, SharePoint, and Jira. |
| 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. | The pricing comparison lists online support and community forum access for all three ethics and compliance bundles, while live support and a client success manager are listed for Professional and Enterprise. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
SAI360 Ethics and Compliance
- Ethics & Compliance Enterprise BundlePriced on request
- Ethics & Compliance Essentials BundlePriced on request
- Ethics & Compliance Professional BundlePriced 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.
SAI360 Ethics and Compliance
SAI360 Ethics and Compliance is a paid, cloud-deployed web platform for governance, risk, compliance, and ethics programs. It connects risk, compliance, audit, policy, training, and related work in one system of record. Case intake forms, workflow automation, custom case fields, audit trails, and reporting dashboards support case handling and oversight. Its training offering uses scenario-based learning, expert-built content, campaign management, delivery, and completion tracking, with more than 400 courses in over 70 languages. Listed integrations include Workday, ADP, Slack, Oracle, SAP, Salesforce, ServiceNow, Microsoft 365, SharePoint, and Jira. Three bundles are described: Essentials includes whistleblower and case management, training, policy management, and conflicts of interest; Professional adds incident management and regulatory compliance; Enterprise adds EUDR and CSRD reporting. Pricing is on request. Essentials excludes single sign-on, advanced analytics, live support, and a client success manager in the comparison. Professional and Enterprise list live support and a client success manager. The maker is headquartered in Chicago.