Casebook Testimonials

"[Casebook is] a breath of fresh air, It is an easy software to use once you get acclimated. The web application and the mobile application are identical you can [use] it on any device. I like the way it tracks things and [relates] people, it does cool little things. It's improved our infrastructure as an organization especially as we are [at] the top tier in what we do It allows us to [work with] larger entities. It allows us to stand out. It will increase revenue for us -- it's information that we can standby, it's not hit or miss. We can be transparent - I can pull a report that shows how many [clients of different demographics] we've talked to in the last 30 days. I can provide that right now, where I couldn't before.”

“The software needed to be super quick and user-friendly so that the advocates didn’t feel bogged down by the notes because this work is very, very fast paced, We want them to feel less pressure about [notes] so they’re more likely to do them consistently which tells a better narrative with the client. It also makes for less burnout.”