Casebook vs Whistleblower Software

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.

Whistleblower Software provides a web-based reporting channel and case management for organizations handling whistleblowing reports. Reporters can submit anonymously or confidentially through a shared link or QR code, upload files, or use Report By Voice. Organizations can communicate with reporters after submission, including anonymously. Case tools include overviews, automatic delegation, access controls, deadline reminders, and statistics. Teams can customize the reporting page, questions, policies, and branding, and create separate links for branches or departments. The vendor says reports are end-to-end encrypted so that only the encryption key holder can view case data. It lists ISO/IEC 27001:2022 and an ISAE 3000 Type 2 report among its security credentials, and says data and backups are stored with AWS in Frankfurt. The system is designed to support compliance with the EU Whistleblower Protection Directive and US SOX Act Section 301, among other listed laws and codes. Core pricing for 0–49 employees is €99 a month, billed annually; a 14-day trial is available. Consultant-assisted technical setup takes approximately 45 minutes, according to the pricing page.