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.
Social Solutions
Social Solutions provides comprehensive case management software designed to help non-profit organizations and public agencies track participant progress, measure social impact, and streamline complex data collection and reporting processes.
Quick Comparison
| Feature | Casebook | Social Solutions |
|---|---|---|
| Website | casebook.net | societ.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 | 2000 |
| Headquarters | New York, USA | Austin, 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.
Social Solutions
Social Solutions offers a robust suite of case management tools, primarily through its Apricot and ETO platforms, to help you transform how your organization handles data. Whether you are a small non-profit or a large public agency, you can move away from scattered spreadsheets and manual tracking. The software allows you to centralize participant information, track service delivery in real-time, and generate the detailed reports required by your funders and stakeholders.
You can manage the entire participant lifecycle from intake to outcomes, ensuring no one falls through the cracks. By using these tools, you gain a clearer picture of which programs are working and where you need to adjust your strategy. The platform focuses on performance management, helping you prove your impact with hard data so you can secure more funding and serve your community more effectively.
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.
Social Solutions Features
- Customizable Intake. Design your own digital intake forms to capture the exact participant data your specific programs and funders require.
- Outcome Tracking. Monitor participant progress over time with visual indicators that show exactly how your services are changing lives.
- Advanced Reporting. Generate professional reports for board members and grantors with a few clicks using pre-built templates or custom queries.
- Referral Management. Coordinate care by tracking referrals to external partners and ensuring your participants receive the full spectrum of support.
- Role-Based Security. Protect sensitive participant information by setting specific access levels for different staff members and departments.
- Goal Setting. Collaborate with participants to set measurable goals and track milestones directly within their digital case files.
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
Social Solutions 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
Social Solutions
Pros
- Highly flexible forms that adapt to unique program needs
- Powerful reporting capabilities for complex grant requirements
- Centralized database eliminates the need for multiple spreadsheets
- Strong focus on measuring long-term participant outcomes
Cons
- Significant learning curve for administrators and new users
- Initial setup and configuration can be time-consuming
- Customization often requires dedicated staff time or support