Casebook PBC

Casebook PBC is a New York City-based U.S. cloud-software company focused on technology for human-services organizations. The company traces its origins to Case Commons, a project incubated by the Annie E. Casey Foundation and led in its early period by Kathleen Feely, then the foundation’s vice-president for innovation. Its initial work centered on improving the way public child-welfare agencies and caseworkers record, coordinate, and manage information. Indiana’s Department of Child Services became the first state agency to implement Casebook as a web-based solution for child-welfare caseworkers in 2012. That deployment helped establish the product’s public-sector orientation and was followed by external recognition, including a Design for Experience Award in 2014 and a Code for America Technology Award in 2015. In 2017, the organization supported California’s Child Welfare Digital Services agency in learning how to build and ship software, reflecting an emphasis on modernizing government technology practices rather than simply supplying a conventional case-management application. The organization changed direction and ownership structure in the late 2010s. Under new chief executive Tristan Louis, it entered a national partnership with KPMG in 2017, through which KPMG used the Casebook platform as its exclusive solution for the child-welfare vertical. In late 2018, assets associated with Case Commons were sold to Casebook PBC, a new organization founded by Louis with the stated purpose of developing a broader software-as-a-service platform for human services. Casebook’s scope subsequently expanded beyond child welfare. Its Casebook Platform provides reusable core components for developing and operating human-services software, while its product portfolio came to include case-management and provider-management capabilities. Provider-management software was launched in 2019 for small and medium-sized human-services providers, and by mid-2020 the company was offering case-management and provider-management software to nonprofit social-services organizations. The company’s public-benefit structure and mission place it within the social-impact and civic-technology sectors as well as enterprise software. Its customers and users include government agencies, nonprofit organizations, and other human-services providers that need tools for case records, service coordination, provider relationships, and related operational workflows. Casebook has received repeated recognition as a GovTech 100 company from 2019 through 2024, as well as a 2019 Stevie Award for innovation and startup of the year, a 2019 B Lab Best for the World recognition, and a mention in Fast Company’s 2020 World Changing Ideas Awards. No reliable public information in the supplied materials establishes its current ownership, website, revenue, capitalization, or present executive roster beyond the historical leadership references above.

Casebook PBC developed from Case Commons, an initiative of the Annie E. Casey Foundation intended to improve technology for child-welfare and other human-services work. Kathleen Feely, the foundation’s vice-president for innovation, was associated with the initiative’s early leadership. Rather than beginning as a conventional commercial software vendor, Case Commons emerged from a philanthropic and civic-technology context in which better digital tools were viewed as a way to help public agencies and frontline caseworkers manage complex service relationships. In 2012, Indiana’s Department of Child Services became the first state agency reported to have implemented Casebook as a web-based system for child-welfare caseworkers. The deployment provided an early test of the organization’s approach to accessible, service-oriented government software. Its work subsequently received a Design for Experience Award in 2014 and a Code for America Technology Award in 2015. These recognitions reflected the project’s emphasis on user experience and public-sector technology innovation. The organization also participated in the modernization of government software practice. In 2017, it helped California’s Child Welfare Digital Services agency learn how to build and ship software. During the same year, under the leadership of Tristan Louis as a new chief executive, Casebook entered a national partnership with KPMG. The arrangement positioned the Casebook platform as KPMG’s exclusive solution for the child-welfare vertical and gave the technology a channel into broader advisory and public-sector work. A corporate transition followed in late 2018. Assets from Case Commons were sold to Casebook PBC, a new public-benefit corporation founded by Louis. The new organization was established with a broader commercial and social mission: to develop a software-as-a-service platform serving human-services organizations rather than concentrating only on one public child-welfare use case. This transition preserved the original domain expertise while creating a structure for expansion into nonprofit and provider operations. Casebook’s product strategy broadened in the following years. The company described the Casebook Platform as a collection of core components that could support different human-services software applications. In 2019, it launched provider-management software for small and medium-sized human-services providers. By mid-2020, its offerings included both case-management and provider-management software directed at nonprofit social-services organizations. This expansion moved the company toward a platform model covering multiple participants in the human-services ecosystem: public agencies, nonprofit providers, caseworkers, and service partners. The company has been repeatedly included in Government Technology magazine’s GovTech 100 from 2019 through 2024. It also received a 2019 Stevie Award connected with innovation and startup of the year, was named among B Lab’s 2019 Best for the World companies, and received a mention in Fast Company’s 2020 World Changing Ideas Awards. These recognitions are consistent with Casebook’s identity as a public-benefit and civic-technology company. The supplied reference material does not establish a current chief executive, ownership arrangement, revenue figures, public listing, or confirmed corporate website, so those fields remain unreported.

• 2020

  Expansion to nonprofit social services

  [1]Casebook PBCen.wikipedia.org

  The company began offering case-management and provider-management software to nonprofit social-services organizations.

• 2019

  Provider-management launch

  [1]Casebook PBCen.wikipedia.org

  Casebook launched provider-management software for small and medium-sized human-services providers.

• 2019

  GovTech 100 recognition begins

  [1]Casebook PBCen.wikipedia.org

  Casebook was recognized as a GovTech 100 company, with recognition continuing through 2024.

• 2018

  Formation of Casebook PBC

  [1]Casebook PBCen.wikipedia.org

  Assets from Case Commons were sold to Casebook PBC, founded by Tristan Louis to build a broader human-services SaaS platform.

• 2017

  KPMG national partnership

  [1]Casebook PBCen.wikipedia.org

  Casebook entered a national partnership under which KPMG used its platform as the exclusive child-welfare solution for the partnership’s vertical.

• 2015

  Code for America Technology Award

  [1]Casebook PBCen.wikipedia.org

  Casebook’s work received a Code for America Technology Award.

• 2014

  Design for Experience recognition

  [1]Casebook PBCen.wikipedia.org

  The organization received a Design for Experience Award for its work.

• 2012

  First state-agency implementation

  [1]Casebook PBCen.wikipedia.org

  Indiana’s Department of Child Services became the first state agency identified as implementing Casebook for web-based child-welfare casework.

A mission-oriented SaaS provider for government and nonprofit human-services organizations, with roots in child-welfare technology and a broader platform strategy for case and provider management.

• Human-services SaaS platform

  Casebook Platform

  The Casebook Platform is the company’s underlying set of software components for human-services applications. It originated in child-welfare casework and was designed to support configurable software development and operational workflows across public agencies and nonprofit organizations. The platform provides the foundation for Casebook’s case-management and provider-management offerings.

• Case-management software · 2020

  Case Management

  Case Management is a cloud-software offering for organizations that coordinate human-services cases. It extends Casebook’s original child-welfare focus toward nonprofit and broader social-service settings, where organizations need structured digital records and workflows for managing people, services, and ongoing interventions.

• Provider-management software · 2019

  Provider Management

  Provider Management is software aimed at organizations that work with networks or portfolios of human-services providers. Launched in 2019 for small and medium-sized providers, the offering formed part of Casebook’s move beyond government child-welfare casework into the operational needs of nonprofit and social-service organizations.

• 2020

  Expand into nonprofit social servicesStrategy

  Background

  After developing a broader platform and provider-management capabilities, Casebook sought to serve organizations outside state child-welfare departments.

  Action taken

  The company began offering case-management and provider-management software to nonprofit social-services organizations.

  Aftermath

  Casebook’s positioning evolved from a child-welfare technology project into a broader SaaS provider for human-services organizations.

  Source

• 2019

  Launch provider-management softwareProduct launch

  Background

  Casebook was broadening its target market beyond public child-welfare agencies.

  Action taken

  The company introduced provider-management software for small and medium-sized human-services providers.

  Aftermath

  The launch expanded Casebook’s product scope toward nonprofit and provider-side operations.

  Source

• 2018

  Transfer Case Commons assets to Casebook PBCM&A

  Background

  The original Case Commons initiative was being reorganized into a new entity intended to build a broader SaaS business for human services.

  Action taken

  Assets from Case Commons were sold to Casebook PBC, founded by Tristan Louis.

  Aftermath

  The transaction established Casebook PBC as the organizational vehicle for expanding from child-welfare solutions into a wider human-services software platform.

  Source

• 2017

  Enter a national KPMG partnershipStrategy

  Background

  Casebook was seeking broader adoption of its child-welfare technology and was operating under the leadership of Tristan Louis.

  Action taken

  The company entered a national partnership allowing KPMG to use the Casebook platform as its exclusive solution for the child-welfare vertical.

  Aftermath

  The partnership gave Casebook an enterprise and advisory channel while retaining child welfare as a central market before the company broadened its platform strategy.

  Source

• 2021.06.17

  Reported2021.06.17

  Casebook releases cb Reporting[2]Casebook推出cb Reportingprweb.com

  Casebook PBC released cb Reporting, a reporting feature for its case management software for human services organizations.

Read more

1. 1Casebook PBCen.wikipedia.org
2. 2Casebook推出cb Reportingprweb.com