Casebook vs Sumac Case Management
Casebook
casebook.netSumac Case Management
societ.comSide by side
| Figure | Casebook | Sumac Case Management |
|---|---|---|
| Price from | $29/mo | $179/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Plans published | 4 | 2 |
| Spec score · Case Management Software | 8.8 (#7) | 7.5 (#98) |
| Custom case fields | Yes | Yes |
| Deployment | cloud | hybrid |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Montreal, Canada |
| Case intake forms | Yes | Web-based client intake forms can save submitted information directly into the system as client records. |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The vendor lists integrations including QuickBooks Online, Sage, FreshBooks, Mailchimp, Constant Contact, Google Calendar, and Gmail; it also says it works with iATS and Stripe and, in limited capacities, PayPal and Moneris. |
| Reporting dashboards | Yes | Yes |
| Security controls | Casebook uses role-based access, single sign-on, OAuth 2.0, OpenID Connect, JWT-based service communication, and encryption in transit and at rest. | The vendor describes encryption at rest and in transit, role-based permissions, restricted sensitive fields, audit trails, backups, and secure cloud infrastructure. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | Plans include support by phone, email, portal, and in-app tools, plus on-demand instructor-led training and automatic software updates. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
Sumac Case Management
- Starting price$179 a month
- Sumac Case Management$179 a month
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.
Sumac Case Management
Sumac Case Management has no write-up on Specifiction yet; its figures are above.