“[Casebook was] built based on user feedback, which I thought was huge. I knew that with the difference in technical experience that my team had, the usability was beyond some of the other platforms that we saw.”
“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.”









