Casebook vs Workpro Casework
Casebook
casebook.netWorkpro Casework
workpro.comSide by side
| Figure | Casebook | Workpro Casework |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | — |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Self-hosted | — | Yes |
| Plans published | 4 | 1 |
| Spec score · Case Management Software | 8.8 (#7) | 8.0 (#39) |
| 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. | The company lists ISO 9001, ISO 27001, ISO 14001, Cyber Essentials Plus and FSQS Registered accreditations. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | A typical deployment of the standard Workpro product takes approximately six weeks, and customisations can extend that timeframe. |
| Founded | 2009 | 1969 |
| Headquarters | New York, NY, United States | Edinburgh, Scotland, UK |
| 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. | Workpro’s API can exchange data with other systems, including CRM, payroll, webforms, batch printing and scanning applications. |
| Product | Casebook is a configurable, cloud-based case-management platform for human-service providers. | Workpro manages customer and employee casework, including complaints, HR cases, information requests and process non-conformance cases. |
| 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. | Workpro offers a 24/7 online helpdesk, support by email or telephone, and remote support; its licence agreement includes one system upgrade per year. |
| Workflow automation | Yes | Yes |
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.
Workpro Casework
Workpro Casework has no write-up on Specifiction yet; its figures are above.