“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.”
“Software with a well-defined vision is better in the long run - otherwise the system can become an unruly junk drawer to fit all workflows, The simplicity, directness, and clarity of [Casebook’s] UI was worth having advocates adapt workflows.”