Casebook

Non-Profit Organization Review

Vorteile:

It was a mental adjustment moving from our former platform to Casebook, but I have found that I really appreciated that it is people-centric. This will be super beneficial as we continue to serve more clients. The customer service is superb from the initial interest to getting onboarding. They also offer ongoing support and training with free and paid options. We appreciate having forms accessible to complete within the platform that we can customize as well.

Nachteile:

Initially there were so many options to customize that is a bit of a learning curve to adjust to.

Review

Kommentare: Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

Vorteile:

This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself!

Nachteile:

The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming.

Housing Case Manager Casebook Review

Kommentare: It is way better than using the traditional paper filing case management system, however there are still some ways to go to perfecting it. Overall, I am happy to be able to have the software over not and I still think it is a great tool.

Vorteile:

I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes. I like that it is customizable and that my colleagues can easily access the information that I want them to see easily or I can restrict it.

Nachteile:

That there is no android app that I can access Casebook from my phone from, and that there is not much for filing, holding onto, and organizing paperwork, documents, etc. I also do not care for how it appears so much and the lack of explanation in some way for the applications. I also wish there were areas that were more generalized and not specific just to clients but that the software could be more customizable to our company and how we run, rather than us having to conform to the software.

Still learning

Kommentare: We have and are having a good experience with Casebook even though we are learning more about the software daily.

Vorteile:

It has given us a place to store and track our clients.

Nachteile:

We understand that Casebooks is implementing new things over time, so we are here for the new implementations!

Attachments from Casebook

Kommentare: We are new to using Casebook and still in the Onboarding process, but it will hopefully eliminate the need for our program to utilize spreadsheets and word documents to collect client information and contact notes.

Vorteile:

The ease of use in capturing client data and referral information.

Nachteile:

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there. It makes the most sense for us to eliminate that step and keep all documents housed in the database exclusively.