Casebook vs VisualVault Case Management
Casebook
casebook.netVisualVault Case Management
visualvault.comSide by side
| Figure | Casebook | VisualVault 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) | 7.9 (#47) |
| 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. | VisualVault says it tracks applicable federal and state requirements through a compliance management system and recommends controls to meet or exceed them. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Founded | 2009 | 2009 |
| Free plan | No | No |
| Headquarters | New York, NY, United States | Tempe, Arizona, United States |
| Case intake forms | Yes | Yes |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The page names Esri ArcGIS, Kofax, SMS messaging, and SAML 2.0 and OAuth 2.0 single sign-on, and describes REST API access for custom integrations. |
| 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. | The stated flat annual licensing fee includes hosting, support, and system maintenance. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
VisualVault Case Management
- Program-based licensingPriced 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.
VisualVault Case Management
VisualVault Case Management has no write-up on Specifiction yet; its figures are above.