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A configurable, cloud-native case management and provider tracking platform designed for nonprofits and public human services agencies.
Caseworkers Social Workers Program Managers Nonprofit Directors Grant Administrators
Configurable modular architecture accommodates dynamic legal compliance criteria natively Mobile-optimized form fields capture case entry details seamlessly in the field Unified provider management structures link individual clients to active care resources smoothly Self-service reporting tools automate outcomes visualization for public grant auditing pools
Category: Business & Operations
Team Size: 26-100
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Casebook PBC is an enterprise-grade public-benefit corporation providing specialized cloud-based case management solutions for human services, social work, and child welfare sectors. The platform automates centralized client intake records, dynamic form creation, program outcome evaluations, and compliance tracking pipelines. By replacing fragmented desktop systems and manual sheets, it streamlines daily operational loops for field caseworkers and administration. Originally incubated by the Annie E. Casey Foundation, it helps government entities and large non-profits track community indicators safely.
Casebook PBC was founded in 2017 in New York City by serial technology entrepreneur Tristan Louis, originating from an earlier innovation initiative called Case Commons under the Annie E. Casey Foundation. Having discovered that child welfare caseworkers were severely restricted by archaic database designs, the team engineered a modern, family-centered SaaS infrastructure. The platform expanded nationwide, evolving into a dedicated public-benefit corporation supporting the wider human services ecosystem.
