Clients & Households
See the whole household, not just an isolated file — track every family member and how they connect. Link one person across cases and programs so their full history travels with them, and nothing gets duplicated or lost.
Case management for family and child services
See the whole household — not just a file — and coordinate services across every family member.
The problem for Family & Child Services
- A family’s information is scattered across separate client files.
- Multiple family members are served under one case with no shared view.
- Sensitive data on children and families is hard to protect.
- Running family services alongside other programs means juggling separate systems.
How Family & Child Services uses Impact OS
- 1
Intake the family
Capture the referral and open a record for the household.
- 2
Build the household profile
Add household members and link people across cases and programs.
- 3
Coordinate services and goals
Track services, goals, and plans for the family in one place.
- 4
Run every program in one place
Family services, housing, counseling — define your own programs and file each case under the right one, in one Impact OS.
- 5
Track progress across members
Follow each member’s progress while keeping the whole-family picture, with live dashboards and search.
Features that matter to Family & Child Services
Case Management
Every client gets one living timeline — notes, documents, assessments, goals, services, referrals, and appointments in a single secure record. Any team member can pick up a case and see the whole story at a glance, instead of piecing it together from scattered files.
Multi-Program
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define your own program list, intake routes each client to the right one, and leadership sees activity across all of them without juggling separate tools.
PIPEDA-First Security
Every organization’s data is isolated at the database level — not just the app — with encryption in transit and at rest, admin MFA, and a full audit trail of who did what. Built with Canadian privacy law (PIPEDA) in mind, so you can hold sensitive client information responsibly, at a nonprofit price.
Secure Volunteer Access
Bring on volunteers without handing over the keys. They get a limited portal that shows only their assigned clients — sensitive fields redacted, downloads blocked, and access that can be gated to their scheduled shifts — so you get the help you need while client data stays protected.
We’re onboarding a small group of family and child services programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
IO
Be one of our first family-services partners
Questions from Family & Child Services teams
Can we manage whole households and families?
Yes. Track household members and link a person across cases and programs, so you see the whole family, not just a file.
Can volunteers help without seeing everything?
Yes. Volunteers get a scoped, shift-gated portal that shows only their assigned clients, with field-level redaction and no file downloads.
Is sensitive family and child data secure?
Yes — row-level tenant isolation, encryption, admin MFA, and full audit trails, built with PIPEDA in mind.
See Impact OS with your team’s workflow
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.