Lift Right and Casebook
As of November 2, 2026.
Casebook's words below come from its own page, read on November 2, 2026. Check its page for anything newer.
Case management
Lift Right: One record for each person, with their programs, services, assessments, case notes and referrals.
Casebook says: "Connect people, services, and case records." It also says: "Casebook is configured around your programs, teams, and reporting requirements."
Intake
Lift Right: Staff can run an intake, or send a person a link to fill it in themselves. A person decides who is enrolled.
Casebook says: "Standardize intake across teams." It also says: "Every response connects to the client record, so staff stop re-entering the same information."
Reporting
Lift Right: Upload an award letter and Lift Right reads the funder, amount, dates, targets, budget and reporting periods. Nothing is saved until a person reviews it. The funder report opens on screen, as a PDF and as a CSV. "N records to check" lists each record the report counts wrongly or leaves out. HUD grants offer the CoC APR and the ESG CAPER.
Casebook says: "Casebook tracks outcomes and program impact in reports you can generate in minutes." It also says: "Run prebuilt reports or build your own from the data your team already records."
Who it is for
Lift Right: Human services nonprofits doing case management with reports owed to several funders.
Casebook says: "Human services organizations use Casebook to manage programs, services, case management, and reporting across teams."
Also in Lift Right
- Group sessions: record one class for everyone who attended.
- Data & Insights "Your lists": build a list of records.
- "Record history": see who viewed or changed a record.
- Calendar with a calendar link, and open times a person can book on Launch Pad.
- Two-step verification that an administrator can require for staff.
- Consents signed on screen.
- Importer that proposes which column is which, for an administrator to review.
Corrections
Something here wrong or out of date? Write to tyson.shelley@getliftright.com and it is fixed.
Early Access offer through December 31, 2026.