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Overview
Casebook PBC provides a configurable SaaS platform for human services, used by government agencies and nonprofits to manage intake, casework, tracking, communication, and reporting from a single system. The cloud-based solution guides workflows and stores data to support service delivery, program monitoring, and collaboration, with subscription pricing for public and nonprofit clients. What makes it different is its public-benefit structure and focus on people-centered workplaces, plus a strong emphasis on data-driven outcomes and operational efficiency tailored to the social services sector. The company's goal is to help organizations end poverty and improve lives by delivering reliable data on program effectiveness and enabling faster progress toward their mission.
About Casebook PBC
Industries
Data & Analytics
Government & Public Sector
Enterprise Software
Social Impact
Company Size
51-200
Company Stage
Seed
Total Funding
$4M
Headquarters
New York City, New York
Founded
2018
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Simplify's Take
What believers are saying
- March 2026 funding reportedly added $2.3M for product expansion and reach.
- Casebook's site says it served over 250,000 individuals and grew 200% year-over-year.
- February 2024 Impact 100 recognition strengthens hiring and customer trust in mission-driven sales.
What critics are saying
- Bonterra Apricot, Salesforce Nonprofit Cloud, and Case Management Hub pressure pricing and switching costs.
- Casebook's own 2026 news looks sparse, suggesting weak momentum versus faster-moving rivals.
- If 2026 fundraising stalls after the reported $2.3M round, expansion can choke.
What makes Casebook PBC unique
- Casebook PBC targets human services, not generic CRM, since 2018 move from Case Commons.
- Its configurable SaaS centralizes intake, case management, reporting, and mobile workflows.
- June 2024 HUD-aligned gender identity intake features deepen compliance and inclusivity.
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Funding
Total Funding
$4M
Above
Industry Average
Funded Over
2 Rounds
Industry standards
Growth & Insights and Company News
6 month growth
↑ 1%1 year growth
↑ 0%2 year growth
↑ 6%Casebook PBC, a provider of human services software, is helping to promote better diversity and inclusivity practices for nonprofit organizations with the launch of its Gender Identity Options feature for client intake forms.
Casebook PBC, the innovator of human services software, is announcing 200% year-over-year growth, including serving more than a quarter of a million individuals on its SaaS solution that centralizes tracking, communication, and reporting
Casebook PBC recognized in Government Technology's GovTech 100 list for 2024.
Casebook has been named to the GovTech 100 list by Government Technology Magazine.
NEW YORK, Dec. 1, 2022 /PRNewswire-PRWeb/ -- Casebook PBC, a certified B-Corp, has announced its second annual 12 Days of Casebook program aimed at nonprofits that serve others.
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About Casebook PBC
Industries
Data & Analytics
Government & Public Sector
Enterprise Software
Social Impact
Company Size
51-200
Company Stage
Seed
Total Funding
$4M
Headquarters
New York City, New York
Founded
2018
There are no jobs for Casebook PBC right now.
Find jobs on Simplify and start your career today