Casebook
76
Reviews
4.3
Star rating
#3
Rank in Human Services
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
-77.8%
57
Small Business
1
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 84.2% |
| Mid-Market | 13.2% |
| Enterprise | 2.6% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q1 | 1 | 5.0 |
| 2025 Q2 | 1 | 4.5 |
| 2025 Q3 | 5 | 4.8 |
| 2025 Q4 | 1 | 5.0 |
| 2026 Q1 | 2 | 4.5 |
| 2026 Q2 | 9 | 4.2 |
| 2026 Q3 | 2 | 4.8 |
Satisfaction ratings
Ease of Use8.7
Ease of Setup8.5
Quality of Support9.3
Meets Requirements8.7
What reviewers say
Easy-to-Use Case Notes That Keep Client Records Organized
5.0
“It keeps my case notes in order. I like that I can edit my notes, and it’s easy to find my clients’ names when I need them.”
Easy to Navigate Once You Learn the System
4.5
“Once you learn the system, it’s easy to navigate and makes information readily accessible.”
A Life-Changer for Digitizing Client Tracking—Easy to Navigate and Customize
5.0
“It has been a life changer for our organization. We’ve been able to become largely digitized, assign tasks to our staff, and personalize how we want our data organized. It only took a few weeks for us to get trained and set everything up in a way that best fits our organizational”