Casebook vs Thomson Reuters Case Tracking

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.

Thomson Reuters Case Tracking is a web platform for managing fraud investigations from referral assessment through case development and prosecution outcome tracking. Teams can import cases from Fraud Detect or other sources, assign and route work, and investigate cases in a shared secure workspace. Case records hold notes, calls, tasks, documents, images, and videos. Relevant information can move into one workflow, reducing repeated entry. Fraud Detect integration imports cases and sends resolution statistics back for analytics. Workflow automation and reporting dashboards support operations. Time tracking and reports cover case and non-case hours, daily, weekly, and monthly work distribution, and team member goals. Listed capabilities include API access, conditional logic, automated deadline calculation, one-way calendar sync, email reminders, court filing integration, document analysis, legal knowledge and case-law search, e-signature integration, and Microsoft Word export. Thomson Reuters offers a free tailored demo scheduled by a representative. The product is paid with pricing on request, has no free plan, and runs on the web. The product page does not state plan limits or trial duration.