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Average Ratings 6 Ratings

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support

Description

Bundledocs is a cloud-centric platform specifically designed for efficiently creating, managing, and distributing extensive document bundles, which can include court bundles, deal bibles, transaction binders, or electronic casebooks. Users can easily upload a variety of file types, such as Word documents, emails, PDFs, images, maps, and charts, allowing them to organize and rearrange sections effortlessly before generating a polished PDF that features page numbering, bookmarks, hyperlinks, a fully searchable OCR layer, and a customizable index, all at the click of a button. The platform enhances collaboration by enabling users to share links, invite external reviewers, edit documents in real-time, and accommodate last-minute changes without starting over. Additionally, Bundledocs integrates smoothly with widely-used document and case management systems like iManage, NetDocuments, Smokeball, and Tikit, facilitating easy imports from existing workflows. This combination of features not only saves time but also enhances the overall efficiency of document management processes.

Description

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Actionstep Yes 
Box Yes 
Clio Yes 
Dropbox Yes 
Gmail No 
Google Calendar No 
Iken Cloud Yes 
Jotform No 
Microsoft Word Yes 
NetDocuments Yes 
QuickBooks Online No 
Smokeball Yes 
Tikit Yes 
Worldox Yes 
Zapier No 
iManage Yes 
iManage Yes 

Integrations

Actionstep No 
Box No 
Clio No 
Dropbox No 
Gmail Yes 
Google Calendar Yes 
Iken Cloud No 
Jotform Yes 
Microsoft Word No 
NetDocuments No 
QuickBooks Online Yes 
Smokeball No 
Tikit No 
Worldox No 
Zapier Yes 
iManage No 
iManage No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per user per month
Book a demo and get a custom quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Bundledocs

Founded

2019

Country

Ireland

Website

www.bundledocs.com

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Adoption Agency

Accreditation / Compliance Management Yes 
Automated Notifications Yes 
Case Management Yes 
Communications Management Yes 
Family Portal Yes 
Fundraising / Donations Management No 
Home Studies Management Yes 
Mobile Access Yes 
Online Checklists Yes 
Volunteer Management Yes 

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management No 
Member Directory No 
Member Portal No 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking No 
Treatment Management Yes 

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management No 
Contribution Tracking Yes 
Donor Management No 
Event Management Yes 
Gift Matching Management No 
Grant Management Yes 
Membership Management No 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management Yes 

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

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