Case management built for nonprofits and community programs.

We're launching a new, easier-to-configure version of Case Essentials and looking for a small group of nonprofits and CBOs to try it in exchange for honest feedback. Full access, no cost, no strings attached. Built on the same HIPAA-capable platform trusted by leading violence intervention programs.

Apply for Free Access See How It Works

Essentials in action

Example caseload and follow-up activity dashboard mockup

What you can run in Essentials

The core workflow—without extra setup.

Essentials delivers the operational tools most teams need on day one, with minimal onboarding.

Caseloads

Organized client lists with clear ownership.

Care Plans

Structured plans and goals tied to activity.

Tasks & Follow-ups

Due dates, ownership, and overdue visibility.

Activity timeline

Notes + tasks in one stream.

Case closure & outcomes

Close cases with clear outcomes.

Reporting

Operational signals + outcomes support.

Ideal when...

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

Built on the same core as QGCase Pro

HIPAA-capable by design, packaged as an off-the-shelf solution.

Secure by default Ready to launch Outcomes-ready

How it works

A five-step flow teams can follow every day.

Intake → Plan/Care Plan → Events (notes + tasks) → Referrals → Reports/Outcomes

Intake Plan/Care Plan Events (notes + tasks) Referrals Reports/Outcomes

Pricing estimate

See what it would cost your team.

$175/mo platform fee + per-user licensing. Pricing is the same for 1–3 users.

Number of users

Minimum 3 billable users.

Estimated monthly total

$0

per month, billed monthly

Per-user tiers: 1–5 users $95 • 6–10 users $85 • 11–20 users $75 • 21+ users $65

Generate a Proposal

Early Access

Free for a small group of nonprofits.

We're looking for organizations willing to try Case Essentials and share honest feedback. In exchange, you get full access at no cost — no credit card, no deadline to convert.

What you get

Full access to Case Essentials — caseloads, care plans, tasks, follow-ups, outcomes, and reporting

Priority onboarding and setup support from our team

No cost, no credit card, no deadline — we just ask for honest feedback

Direct input into what we build next

Apply for free access

We're accepting a limited number of nonprofits and CBOs. Tell us about your program and we'll be in touch — no obligation, no pitch.

Apply Now

No cost. No credit card.

Free early access

No cost. No credit card. No deadline.

Apply for free access and we'll help you get up and running in your program context. All we ask for is honest feedback.

Apply for Free Access