Casebook vs Unit21
Casebook
casebook.net
Unit21
unit21.aiSide by side
| Figure | Casebook | Unit21 |
|---|---|---|
| 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) | 8.2 (#26) |
| Audit trail | Yes | Yes |
| Founded | 2009 | 2018 |
| Headquarters | New York, NY, United States | San Francisco, California, United States |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | Listed integrations include Plaid, Salesforce, Snowflake, Databricks, BigQuery, Chainalysis, Elliptic, Persona, Fiserv and Jack Henry. |
| 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. | Unit21 states that it has SOC 2 Type I and II compliance, penetration testing, GDPR and CCPA compliance, AES-256 encryption at rest and TLS encryption in transit. |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | Unit21 provides a support portal where users can submit a ticket and access platform documentation. |
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.