Casebook vs Sodales Employee Relations

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.

Sodales Employee Relations is a case-management platform for documenting, investigating, and resolving employee complaints, disciplinary actions, and grievances. It connects conversations, documents, decisions, and outcomes in a case record with role-based access. AI-guided intake can identify people involved, extract details from an employee’s description, and create a case. Configurable workflows set consistent steps and approvals. Dashboards, reports, and workforce risk indicators give executives visibility into trends and emerging risks; AI agents can recommend next steps, predict escalation risks, and identify relevant policies, grievances, and CBA clauses. Bidirectional APIs synchronize with SAP, Workday, Dayforce, Oracle, UKG, and other enterprise systems. The platform supports global workforces in 50+ languages and provides desktop and mobile access. Sodales says its online and offline app is available on the SAP App Store and syncs information entered offline after reconnecting. It describes the platform as purpose-built for highly regulated industries, including public sector, utilities, healthcare, higher education, and manufacturing. Pricing is on request, based on employee count, with an annual subscription and one-time setup fee.