Casebook vs Spear Case Management
Casebook
casebook.netSpear Case Management
spear-tech.comSide by side
| Figure | Casebook | Spear Case Management |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 8.0 (#38) |
| Audit trail | Yes | Yes |
| 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. | Spear states that it is SOC 2 Type 2 compliant, building on Microsoft Trust Center commitments. |
| Deployment | cloud | cloud |
| Founded | 2009 | 2009 |
| Headquarters | New York, NY, United States | Denver, Colorado, USA |
| Case intake forms | Yes | Yes |
| Referrals | Casebook sends referrals from a case to providers in its service directory and tracks them through completion, flagging stalled or unconfirmed referrals. | Field case management and ancillary referrals can track services such as diagnostics, therapy, durable medical equipment, and transportation through closure. |
| 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. | Spear lists customer support by email and says its sales team can help with a proposal or demo. |
| 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.
Spear Case Management
Spear Case Management has no write-up on Specifiction yet; its figures are above.