Casebook PBC
Casebook PBC is a New York-based Public Benefit Corporation providing a configurable AWS-native case management SaaS platform for human services, serving 500+ government agencies and nonprofits across child welfare, community services, and tribal programs.
- Company typePrivate
- Founded2009
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Casebook PBC does
Casebook PBC is a New York-based Public Benefit Corporation that provides a configurable, cloud-native case management SaaS platform for the human services sector. The company originated in 2009 as Case Commons within the Annie E. Casey Foundation and rebranded as Casebook in 2017, expanding its mission beyond child welfare to encompass community services, police social work, tribal programs, workforce development, and crime diversion. The platform serves 500+ government agencies and nonprofit organizations, with CCWIS-compliant child welfare capabilities — including being the first modern Child Welfare system to receive a COTS waiver from the Administration for Children and Families (ACF). The product is modular and API-first, allowing agencies to deploy individual program modules or configure end-to-end workflows across intake, case notes, service plans, reporting, and outcomes tracking.
The underlying architecture is built natively on Amazon Web Services using EKS for container orchestration, RDS for managed databases, Cognito for identity, Route53 for DNS, and AWS Comprehend for natural language processing of intake narratives (entity recognition). The platform holds FedRAMP authorization, HIPAA compliance, and SOC 2 certification, which together constitute a meaningful barrier to entry for general-purpose CRM or workflow vendors competing in regulated human services. The product integrates with Zapier, Google Workspace, and Microsoft 365, and is distributed to public-sector buyers primarily through Carahsoft, which provides access to federal and state procurement vehicles.
The business model is a per-user SaaS subscription with publicly listed tiers of approximately $29-$99 per user per month for standard plans and a $2,199/month base for Enterprise contracts, with annual billing available. The customer base mixes small nonprofits paying near-list per-seat rates with larger state, county, and tribal government agencies on enterprise contracts. Leadership includes Tristan Louis as President and CEO, with Brian Johnson as CRO, Jordan Jan as CTO, Nicole Tecco Reece as CPO, and Douglas Nelson as Chairman. The company has been recognized on the GovTech 100 list in 2019, 2023, and 2024 and on the Impact 100 in 2024, reflecting sustained positioning in the government technology category.
Casebook PBC firmographics
Firmographics- Name
- Casebook PBC
- Legal name
- Casebook PBC
- Website
- https://casebook.net
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Casebook PBC is a New York-based Public Benefit Corporation providing a configurable AWS-native case management SaaS platform for human services, serving 500+ government agencies and nonprofits across child welfare, community services, and tribal programs.
- Ownership category
- akta.pro rank
Casebook PBC industry classification
Industry- Product category
- Human Services Case Management Software
- NAICS
- Computer Systems Design and Related Services (54151), Individual and Family Services (6241)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)
- akta.pro secondary industries
- Process & Case Management Low-Code Platforms (HDAEAKAE), Case Management, Referral & Care Navigation (EDALAFAJ), Workforce Support Services & Case Management (Coaching, Wraparound) (EDAAAOAK)
Keywords
Where Casebook PBC is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Casebook PBC business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription - Per User: Cloud-based software-as-a-service subscription model with per-user pricing tiers. Pricing ranges from $29/user/month (Starter, up to 3 users) to $99/user/month (Team, 5 user minimum) to $2,199 base package for Enterprise (25 users included). Annual billing with discounts. Add-ons available for additional workflows, forms, volunteers, and funding source tracking.
- Enterprise Contracts: Large government agencies and multi-facility organizations receive custom enterprise pricing with full-scale solutions including external data interoperability, HIPAA BAA, audit logs, and custom onboarding. Base package includes 25 users at $2,199 with additional users priced accordingly.
- Add-on Modules: Additional revenue from optional add-ons including: Additional Workflows ($50/month for 5), Additional Forms ($35/month), Volunteers ($29/month per 5 volunteers), Funding Sources tracking ($49/month per tenant), Communications SMS/MMS ($9/month per user), and Report Writer add-ons.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Annual | Starter - $29/user/month for small teams up to 3 users |
| Per seat | Annual | Growth - $69/user/month for teams wanting more features and growth |
| Per seat | Annual | Team - $99/user/month for advanced features with 5 user minimum |
| Per seat | Annual | Enterprise - $2,199 base package for organizations with large teams or complex needs |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Casebook PBC product offering
Product offeringCore offering
Casebook PBC sells a cloud-based, configurable SaaS case management platform for human services organizations, covering intake through reporting with specialized modules for child welfare, community services, schools, police/public safety social work, tribal nations, foster care, victim services, and workforce development. The platform is built on AWS infrastructure, is API-first, and is CCWIS-compliant with automated AFCARS, NYTD, and NCANDS federal reporting.
Product overview
Casebook PBC offers a unified, modular SaaS platform with a central Casebook Platform and specialized program-area modules including Case Management, Government Solutions, Community Services, School Social Work, Police & Public Safety Social Work, Tribal Case Management, Child Welfare, Child/Youth/Family Services, Foster Care & Adoption, Domestic Violence/Victim Services, Crime Diversion/Re-Entry, and Employment/Workforce Development. The platform is purpose-built for human services organizations, configurable to specific program workflows, and supports agencies and nonprofits from intake through reporting.
Differentiator
Problem solved
Functional benefit
Products and services
- Casebook Platform A configurable, cloud-based SaaS platform for human services organizations that provides case management, client tracking, workflow automation, reporting, and data analytics from intake through reporting.
- Case Management Software
- Government Software Solutions Case management solution for local municipalities, city, county, or state government agencies with CCWIS-compliant features, AFCARS, NYTD, and NCANDS reporting support, and CJIS security compliance.
- Community Services Software Configurable software for community organizations to centralize client data, eliminate paper-based processes, and enable data-driven service delivery with preloaded and custom report templates.
- School Social Work Software Specialized case management for school social workers to track incidents, manage student files, generate reports, and ensure compliance with HIPAA, FERPA, and Title IX regulations.
- Police and Public Safety Social Work Software Mobile-ready software for police social workers embedded in law enforcement agencies to manage cases, maintain client confidentiality, and ensure HIPAA and PIPEDA compliance.
- Tribal Case Management Software Human services software for Tribal Nations, First Nations, and Indigenous communities that adapts to capture culturally relevant data, reflect traditional practices, and align with community values.
- Child Welfare Software CCWIS-compliant child welfare case management software supporting AFCARS, NYTD, and NCANDS federal reporting with bidirectional data exchange capabilities.
- Child, Youth and Family Services Software Comprehensive software for child, youth, and family service providers to manage intake, track programs, and monitor services with cloud-based mobile access and customizable forms.
- Foster Care and Adoption Software Configurable adoption and foster care software supporting recruiting, screening, licensing, placements, and long-term tracking with digitized workflows and customizable forms.
- Domestic Violence and Victim Services Software Cloud-based victim services case management supporting call-center operations, domestic violence programs, VAWA and VOCA compliance reporting with configurable forms and security controls.
- Crime Diversion, Reform and Re-Entry Software Case management software for organizations working in re-entry and anti-recidivism programs, supporting evidence-based practices including mental health treatment, substance abuse treatment, and family connections.
- Employment and Workforce Development Software Workforce development platform for local workforce agencies, nonprofits, and educational institutions to manage participants, track assessments, and generate WIOA, TANF, and SNAP E&T compliance reports.
Quantifiable outcome
- 50% increase in client capacity for United Way of El Paso CRC team managing 857+ courtesy referrals
- +4 more outcomes
Companies that use Casebook PBC
Customer profileNamed customers13 records
Segments7 records
Ideal customer profiles6 records
Casebook PBC technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability2 records
Feature8 records
Casebook PBC partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and flagship.
- Amazon Web Services (AWS)coreCasebook PBC is a powered by AWS partner with solutions integrated with AWS cloud infrastructure. The platform uses Amazon EKS for container orchestration and automated deployments, Amazon RDS for database services, AWS Cognito for SSO and identity management (SAML 2.0 and OpenID Connect), AWS Comprehend for intake narrative processing and entity recognition, and AWS Route53 for domain management. AWS partnership provides scalability, high availability, and Well Architected Review certification.
- Annie E. Casey FoundationcoreCasebook was originally incubated by the Annie E. Casey Foundation, a national leader in improving outcomes for vulnerable and at-risk youth and their families. The Casebook Child Welfare Solution was built with input from agencies across the country. The company was initially started in 2009 as Case Commons, a project of the Annie E. Casey Foundation, and rebranded to Casebook in 2017 to expand offerings to serve the entire spectrum of Human Services organizations.
- CarahsoftflagshipCarahsoft serves as Casebook PBC's government distribution partner, making the company's solutions available through government procurement contracts. This enables federal, state, and local government agencies to purchase Casebook through established contract vehicles. Carahsoft provides dedicated procurement support and contract management for public sector customers.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
Casebook PBC competitors and assessment
Company assessmentDirect peers
- Bonterra (Social Solutions): Bonterra owns Apricot and Penelope, two of the most widely deployed nonprofit and human services case management platforms in the US. Directly comparable to Casebook on target buyer (nonprofits, government human services), per-seat pricing, and configuration approach.
- Qualifacts: Qualifacts offers CareLogic, Credible, and InSync — EHR and case management platforms for behavioral health, addiction treatment, and human services. Comparable on vertical focus, regulatory-driven sales (HIPAA, state reporting), and government/nonprofit customer mix.
- Foothold Technology: Foothold Technology provides AWARDS case management software for I/DD, behavioral health, and human services agencies. Directly comparable in customer segment (state/county social service agencies), regulatory requirements, and per-seat SaaS delivery.
- Eccovia (ClientTrack): Eccovia's ClientTrack is a care coordination and case management platform for health and human services, including homeless services, refugee resettlement, and community health. Comparable target buyer and mission-driven vertical SaaS positioning.
- Northwoods: Northwoods provides Traverse case management software for social services agencies, with deep workflows for child welfare and adult protective services. Directly comparable on CCWIS-adjacent child welfare vertical and government agency GTM.
- CharityTracker: CharityTracker offers lighter-weight case management and referral software for faith-based and community nonprofits, including client intake and inter-agency collaboration. Comparable on nonprofit case management focus though smaller scale and less regulatory depth than Casebook.
Broad incumbents
- Tyler Technologies: Tyler Technologies is a large public-sector software provider spanning ERP, courts, public safety, and human services (Odyssey and related modules). Overlaps with Casebook in child welfare and government human services but as part of a much broader portfolio with materially more resources.
- Salesforce.org (Nonprofit Cloud): Salesforce.org offers Nonprofit Cloud and Program Management Module, serving many of the same large nonprofits and human services organizations as Casebook. Competes on configurability and ecosystem breadth rather than vertical-specific compliance.
- Microsoft Dynamics 365: Microsoft Dynamics 365 (and its case management extensions for government) is a broad enterprise platform often considered by state and local agencies alongside purpose-built tools like Casebook. Overlaps on government buyers and FedRAMP-authorized deployment models.
- WellSky: WellSky provides software across human services, social determinants of health, and behavioral health, including referral platforms and care coordination. Adjacent rather than directly overlapping, but competes for similar funding streams and government contracts.
Market position
Strengths5 records
Weaknesses2 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Casebook PBC social profiles
Digital presenceCasebook PBC compliance and trust
Trust signalCompliance5 records
Casebook PBC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Casebook PBC leadership team
Management profileNumber of profiles
Profiles5 records
Casebook PBC funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Casebook PBC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Casebook PBC
What does Casebook PBC do?
Casebook PBC sells a cloud-based, configurable SaaS case management platform for human services organizations, covering intake through reporting with specialized modules for child welfare, community services, schools, police/public safety social work, tribal nations, foster care, victim services, and workforce development. The platform is built on AWS infrastructure, is API-first, and is CCWIS-compliant with automated AFCARS, NYTD, and NCANDS federal reporting.
Is Casebook PBC a public or private company?
Casebook PBC is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Casebook PBC founded?
Casebook PBC was founded in 2009. It employs 51 to 100 people.
Where is Casebook PBC based?
Casebook PBC is headquartered in New York, United States, in the North America region.
How does Casebook PBC make money?
Three revenue lines are on record. SaaS Subscription - Per User is the primary driver. The others are enterprise Contracts and add-on Modules.
Who are Casebook PBC's main competitors?
Direct peers on record are Bonterra (Social Solutions), Qualifacts, Foothold Technology, Eccovia (ClientTrack), Northwoods and CharityTracker. Broad incumbents are Tyler Technologies, Salesforce.org (Nonprofit Cloud), Microsoft Dynamics 365 and WellSky.
Does Casebook PBC have an API?
Yes. Casebook offers an API-first platform that enables integration with external systems. The platform supports RESTful web services for bidirectional data exchange and interoperability. Users can integrate with Google, Outlook, Zapier, and other platforms via the API. External data interoperability (API) is included in the Enterprise plan.
What industry is Casebook PBC in?
Casebook PBC's product category is Human Services Case Management Software. Its primary akta.pro industry code is HDAEALAJ, Enterprise Case Management & Request Fulfillment Platforms, with a secondary code of HDAEAKAE, Process & Case Management Low-Code Platforms. Its NAICS code is 54151 and its SIC code is 7372.