Casebook vs Socianote

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.

Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.