Loading SaaS profile...
As of 2026
Business & Operations
Revenue: $10M-100M ARR
A configurable, cloud-native case management and provider tracking platform designed for nonprofits and public human services agencies.
Overview
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.
Funding status: Funded
Revenue source: Subscriptions
Customer type: B2B
Pricing: Subscription
Tech stack: Java, GraphQL, PostgreSQL, Redis, React, Kafka, Elasticsearch
Platform: Web • API
Integrations: KPMG Enterprise Solutions, Custom Webhooks, Database API Hubs, Email Gateways
Founder story
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.
What it does
- Caseworkers
- Social Workers
- Program Managers
- Nonprofit Directors
- Grant Administrators
Who it's for
- Child and Family Welfare Agencies
- Social Service Nonprofit Organizations
- State and Municipal Government Human Services Departments
- Community Support and Outreach Providers
Why it works
- 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
Growth strategies
- Establishing high- tier enterprise strategic deployment alliances with firms like KPMG
- Targeting medium and small social services through automated self- service product paths
- Expanding institutional visibility via designated civic technology listings like GovTech 100
- Outlining strategic asset migrations from early non- profit projects into scalable corporate SaaS ecosystems
Alternatives
Comparison overview
- Casebook PBC provides custom child welfare metadata loops natively compared to general public database structures
- Delivers strict public benefit security baselines over purely commercial workflow wrappers
- Maintains direct multi-terminal synchronization setups optimized for active fieldwork deployment tracks