Casebook vs Social Work Portal
Casebook
casebook.netSocial Work Portal
socialworkportal.comSide by side
| Figure | Casebook | Social Work Portal |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 8.1 (#35) |
| Audit trail | Yes | Yes |
| Client records | Casebook centralizes client, case, program, and provider details and connects a client profile across programs. | Client profiles can store demographics, notes, custom fields, files, referrals, forms, goals, and program participation. |
| Compliance | Casebook describes the platform as HIPAA compliant and SOC 2 audited, and says it operates under a CJIS shared-responsibility framework for criminal-justice information. | The vendor says Case Management Hub is HIPAA compliant and describes compliance measures for GDPR, PIPEDA, Australia’s Privacy Act, and PCI-DSS; it notes that using the platform does not make a customer organization compliant by itself. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Free plan | No | No |
| Headquarters | New York, NY, United States | San Jose, California |
| 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 opened vendor pages describe Excel data import and Excel or PDF exports but do not specify named third-party product integrations. |
| 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 vendor says onboarding resources and ongoing support are included with a subscription, with technical support available by email, phone, or Zoom. |
| 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.
Social Work Portal
Social Work Portal has no write-up on Specifiction yet; its figures are above.