Casebook
Casebook is a purpose-built human services platform that provides non-profits and government agencies with centralized tools for intake, case management, and outcome tracking to improve service delivery.
NewOrg
NewOrg is an all-in-one nonprofit management software providing integrated tools for constituent tracking, donor management, volunteer coordination, and clinical case management to streamline operations for mission-driven organizations.
Quick Comparison
| Feature | Casebook | NewOrg |
|---|---|---|
| Website | casebook.net | neworg.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $60/month | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2006 |
| Headquarters | New York, USA | Washington, DC, USA |
Overview
Casebook
Casebook is a cloud-based platform designed specifically for the human services sector. You can move away from fragmented spreadsheets and paper files by centralizing your data in a secure, HIPAA-compliant environment. Whether you are managing child welfare cases, victim services, or community health programs, the software helps you track every interaction from initial intake to final discharge.
You can streamline your daily operations with automated workflows and configurable forms that match your specific program requirements. The platform focuses on helping you prove your impact through real-time reporting and data visualization. By reducing the administrative burden on your staff, you can spend more time providing direct support to the individuals and families in your community.
NewOrg
NewOrg provides you with a flexible, all-in-one platform designed specifically to handle the complex workflows of nonprofit organizations and social service agencies. You can move away from scattered spreadsheets and disconnected tools by centralizing your donor records, volunteer schedules, and client case notes in a single secure database. The software adapts to your specific mission, whether you are tracking sensitive clinical data or managing large-scale fundraising campaigns.
You can improve your reporting accuracy and save hours of administrative work with automated data collection and custom report builders. The platform focuses on longitudinal tracking, allowing you to see the long-term impact of your programs on the communities you serve. Because it is web-based, your team can access critical information from the office or out in the field, ensuring everyone stays aligned on your organization's goals.
Overview
Casebook Features
- Centralized Intake Capture essential client information quickly with digital intake forms that automatically create new records in your system.
- Dynamic Case Records Track notes, documents, and milestones in one unified timeline so you always have the full context of a client's journey.
- Configurable Workflows Design custom processes that guide your team through specific program requirements and ensure no critical steps are missed.
- Provider Management Maintain a directory of external partners and track referrals to ensure your clients receive the specialized care they need.
- Reporting & Analytics Generate visual reports on program outcomes and staff performance to satisfy grant requirements and improve service delivery.
- Secure Document Storage Upload and organize sensitive files directly within case records while maintaining strict HIPAA-compliant security standards.
NewOrg Features
- Constituent Management. Track every interaction with donors, volunteers, and clients in one unified profile to build stronger community relationships.
- Clinical Case Management. Manage sensitive client intake, HIPAA-compliant notes, and longitudinal outcomes to prove the effectiveness of your social programs.
- Volunteer Coordination. Schedule shifts, track hours, and manage volunteer applications through an integrated portal that syncs directly with your main database.
- Online Giving Tools. Process donations and event registrations directly through your website with forms that automatically update your financial records.
- Grant Tracking. Monitor application deadlines, reporting requirements, and fund disbursements to ensure you never miss a critical funding opportunity.
- Custom Report Builder. Generate complex impact reports for board members and foundations using a simple drag-and-drop interface with real-time data.
Pricing Comparison
Casebook Pricing
- Core case management
- Standard intake forms
- Document storage
- Basic reporting
- HIPAA compliance
- Standard support
- Everything in Essential, plus:
- Advanced custom fields
- Provider management
- Outcome tracking
- Enhanced reporting
- Priority email support
NewOrg Pricing
Pros & Cons
Casebook
Pros
- Intuitive interface designed specifically for social workers
- Strong HIPAA-compliant security and data encryption
- Highly configurable forms to match unique programs
- Excellent customer support during the onboarding process
- Mobile-friendly design for field-based case workers
Cons
- Initial configuration requires significant time investment
- Reporting tools have a slight learning curve
- Lacks some advanced accounting or billing features
NewOrg
Pros
- Highly customizable to fit unique nonprofit workflows
- Excellent personalized customer support and implementation
- Strong HIPAA compliance for clinical case management
- Consolidates multiple disconnected tools into one system
Cons
- Initial setup requires significant time and planning
- Interface feels dated compared to modern consumer apps
- Steep learning curve for non-technical staff members