Resources
Everything you need to get up and running with Impact OS. Looking for security details? See Security & Privacy.
Getting Started
How Impact OS works, and what to expect in your first week — intake to cases, clients, and reporting.
- 1 Set up your organization
Invite your team and configure roles and permissions so the right people see the right cases.
- 2 Turn on intake
Build intake forms and referral channels so new requests land in one queue instead of scattered inboxes.
- 3 Open your first cases
Convert intake into cases, and link each case to a client profile.
- 4 Build out client records
Maintain client profiles, notes, documents, and engagement history in one secure place.
- 5 Switch on reporting
As cases and services are logged, dashboards and reports populate automatically — no separate spreadsheets to maintain.
Interactive Platform Map
See everything Impact OS does at a glance — an animated, explorable map of every module and feature, from intake and cases to scheduling, outcomes, portals, and the mobile app.
User Manual
The complete step-by-step guide to every part of Impact OS — intake and referrals, cases, scheduling and volunteers, outcomes and funder reports, portals, the mobile app, and administration.
Data Migration Templates
Download a template per record type, fill in your data, and send them over — our team maps and imports everything for you as part of your free migration.
Client reference, name, date of birth, email, and phone.
Case number linked to a client reference, program, status, priority, and risk.
Services delivered on a case, with date, delivery method, and duration.
Referrals sent or received on a case, with destination, direction, and status.
FAQ
Common questions about trials, pricing, data ownership, and security.
Is there a free trial?
Yes — every plan starts with a 15-day free trial. A card is required to start it, but you're not charged until the trial ends, and you can cancel anytime before then.
What do the pricing tiers include?
Starter, Professional, and Enterprise plans scale by user count and feature set. See the Pricing section on the homepage for what’s included in each.
Who owns our data?
You do. Your organization owns all the client, case, and service data you enter into Impact OS — we act as your data processor, not the owner.
How is our data kept secure?
Data is encrypted in transit and at rest, access is role-based, and every account has an audit trail. See Security & Privacy for details.
Can we cancel anytime?
Yes. There’s no long-term contract — you can cancel anytime from your account settings.