Casebook vs Skematic Compliance Case Management
Casebook
casebook.netSkematic Compliance Case Management
skematic.comSide by side
| Figure | Casebook | Skematic Compliance Case Management |
|---|---|---|
| Price from | $29/mo | $500/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) | 7.2 (#134) |
| Audit trail | Yes | Yes |
| Company history | Casebook says it initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017. | Skematic says it became part of Financial Recovery Technologies (FRT) in 2024. |
| Case intake forms | Yes | Yes |
| Reporting dashboards | Yes | Yes |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
Skematic Compliance Case Management
- Firm Compliance Basic$6,000 a year
- Firm Compliance Standard$12,000 a year
- Firm Compliance Premium$24,000 a year
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.
Skematic Compliance Case Management
Skematic Compliance Case Management has no write-up on Specifiction yet; its figures are above.