Casebook Premium - Per User/Monthly

Women-Owned Small Business (WOSB)
1 day
Access to the product will be granted within 24 hours or less after placing the order
Request a Quote

This product is electronically distributed



cb Engage

Case Management for Human & Social Services

At Casebook, we understand that the clients you serve aren’t just cases – they’re people, so we created software built to engage with the person, not just manage a record.

Case Management Software Built for Mobility.

cb Engage is purpose-built for human and social services case management and takes into account the need for better record keeping. Quick access to services & relationships and immediately capture critical information throughout the service lifecycle and share it throughout the organization – even outside of a traditional office environment. Caseworkers and social workers who are on the go working with clients or interacting with service providers will have a tool that moves with them through their day on a laptop, tablet, or smartphone.


Track the continuum of care

For individual and group clients and their relationship network, view changes & outcomes over time, on an easy to understand Person Profile. 


Empowers workers to capture case notes intuitively, and securely on any browser-enabled device – with all data immediately viewable to supervisors, administrators, or colleagues. 


See the whole story with person profile – view services, involvement history, notes, relationships, and more. 

Support multiple programs delivered by your agency – all on the one platform purpose-built for human services. 

Capture and display vital information – client program involvements, service enrollments and delivery, and case notes over time to understand what action the agency has taken to date.

Case summary view that lets workers, supervisors, and administrators see most the important cases, and client-specific information in an easy to understand view.

Reduce data entry errors that can lead to disastrous results when safety is at risk by providing error checking and linking to a single-record person profile database.

User experience is intuitive, and all applications live in a cohesive and always up-to-date platform to make it easier to train existing and new workers.

Minimal setup and training, enabling workers to enter data for timely and accurate decision making at the case, team, and organizational level.

Full-Suite of Services

  • Casebook | Premium
  • Unlimited Users
  • 100 GB of Data Storage
  • 5 Custom Workflows
  • Basic Integrations


Extra Information

Processing Time:
1 day

Supplier Type

Business Type:
  • Women-Owned Small Business (WOSB)


Customer service
Rate and review