Streamline client intake, case tracking, and outcome reporting — all on a HIPAA-aligned, values-aligned platform built for pregnancy resource centers, social services, and mission-driven nonprofits.
HIPAA-aligned security with audit logging, encryption at rest & in transit, and BAA available upon request.
These critical problems hurt the clients you're trying to serve — every week:
Paper intake forms and scattered spreadsheets create HIPAA-risk gaps that put clients — and your organization — in danger.
Case workers spend more time searching for information than actually serving clients, because records live in three different places.
Grant funders want outcome data you can't easily pull together because your current system doesn't track case progress or closure.
One secure platform to manage your entire client lifecycle — from first contact to case closure and beyond.
CLIENT PROFILES & INTAKE
Custom intake forms with rich profiles: Build intake forms that capture exactly what your programs need — demographics, presenting needs, consent, and service history all flow into a single unified client record.
Structured case plans with goals & milestones: Create structured case plans with defined goals, tasks, deadlines, and milestone checkpoints — so every case worker knows exactly where each client stands and what comes next.
Instant client lookup: Find any client instantly by name, ID, service type, or status. No more digging through filing systems or disconnected spreadsheets to pull a client record before an appointment.
Key Features
Client Intake
Designed for frontline nonprofits that need compliance-grade tools without enterprise price tags.
Design custom digital intake forms in minutes. Clients can fill them out on a tablet in your office or via a secure link from home — no paper, no data entry.
When intake is complete, a case opens automatically. Assign a case worker, set the program, and build a structured case plan with goals and milestones.
Case workers add timestamped notes, log referrals, track appointments, and update goal progress. Every interaction creates an audit trail.
Pull outcome data, service counts, and client demographics in seconds. Grant-ready report formats are pre-built to match common funder requirements.
See how we compare head-to-head on what matters most.
Replaces
❤ 15% of every dollar we earn goes directly to pro-life causes — your software fees help the same lives your organization is saving.