Case management built for nonprofits and community programs.
We're launching a new, easier-to-configure version of Case Essentials. Test it in your program for 30 days with no obligation, then continue month-to-month if it's the right fit. Built on the same HIPAA-capable platform trusted by leading violence intervention programs.
The core workflow—without extra setup.
Essentials delivers the operational tools most teams need on day one, with minimal onboarding.
You need follow-up discipline without heavy implementation.
- Teams are using emails, spreadsheets, or shared docs
- You need consistent follow-up discipline
- You want visibility and accountability across the team
A five-step flow teams can follow every day.
Intake → Plan/Care Plan → Events (notes + tasks) → Referrals → Reports/Outcomes
See what it would cost your team.
$175/mo platform fee + per-user licensing. Pricing is the same for 1–3 users.
Test it for 30 days. No obligation.
Try Case Essentials in your program for 30 days without obligation. If it's the right fit, continue month-to-month — no long-term contracts, and just 30 days' notice to cancel.
Test it for 30 days. No obligation. No long-term contracts.
Start a 30-day trial and we'll help you get up and running in your program context. Month-to-month after that, with 30 days' notice to cancel.