cb Engage Dashboard


Case Management Software

cb Engage is a case management software and client management database for Human Services and Social Services Organizations.

Casebook’s software features person profiles that houses data like: Relationships, Records/Files, Services, Goals/Outcomes and History.

Configure reports to match data specific events. Use cb Engage to get the most out of your data!

Bring it All Together With Casebook

Casebook is more than Case Management Software

cb Intake provides a no-wrong-door point of entry solution for client intake, service referrals, person-centric documentation, or incident reports brought into an organization’s information system.

cb Access supports portal abilities critical to client-facing organizational functions such as onboarding-or acceptance of online and phoned-in incident reports or service requests.

cb Track manages and track provider licensing, tasks, files, documents, referrals as well as paper and digital forms.

cb Admin assign user roles, permissions, and create customizable forms, and other security settings.

Trying to connect a bunch of different tools,upgrading from spreadsheets,or an outdated system?

The Casebook Platform includes a suite of software that works together seamlessly, but API connectivity allows for you to work with tools you already use and integrate in order to form a single source of data.

Do Great Things From Anywhere With Casebook

Tight budgets? Need to go mobile? Scaling up services? That’s where Casebook steps in. Securely manage cases, client files, referrals, and more from anywhere, and collaborate instantly on a cloud-based platform built purposefully for human and social services. Do great things from anywhere!

Working on the go with clients or interacting with service providers?

Casebook for Case Management Features

workload dashboard for human and social services

Track the continuum of care

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

Notebook and digital remote signature capture


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

customizable forms and workflows


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.

Customizable workflows that help bring clarity and focus to cases with the ability to track progress, get notifications, capture notes, and meet deadlines. 

Pre-populated forms, Reduce double-entry by pre-populating forms of any type with data.

Natural language processing enables powerful search, filter, and data association without the hassle of multiple screens or complex queries.

Casebook Pricing

Per-User Pricing that’s Cost-Effective

Casebook Makes it Easy to Switch

We understand that making a technology change to a new case management system is a significant undertaking.The Casebook implementation process is designed to address your concerns.You’ll work with our dedicated Customer Success work to provide accurate contextualized data transfer, timeliness, and effective user training.

The Role of Modern Technology in Human Services Delivery

Legacy systems or disjointed systems can’t serve new demands, but a cloud-based case management system provides a platform for adopting new technologies, scalability to match demand growth for an agency’s services, and flexibility for changes in the employee base. Learn More

Casebook is cloud based and mobile ready case management software

Contact us and see what’s possible with Casebook.