Clients & Households
Track whole households and link a person across cases and programs — not just an isolated file.
See the whole household — not just a file — and coordinate services across every family member.
Capture the referral and open a record for the household.
Add household members and link people across cases and programs.
Track services, goals, and plans for the family in one place.
Family services, housing, counseling — define your own programs and file each case under the right one, in one Impact OS.
Follow each member’s progress while keeping the whole-family picture, with live dashboards and search.
Track whole households and link a person across cases and programs — not just an isolated file.
One timeline per client — assessments, goals, services, appointments, and notes in one secure place.
Run every program your agency delivers — housing, employment, mental health, and more — in one system, organized your way. You define the programs; intake routes to the right one.
Row-level tenant isolation, encryption, admin MFA, and full audit trails — enterprise-grade protection at a nonprofit price.
Scoped, shift-gated volunteer access with field-level redaction and no downloads — rolling out soon.
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.
Yes. Track household members and link a person across cases and programs, so you see the whole family, not just a file.
Coming soon: volunteers will get a scoped, shift-gated portal that shows only their assigned clients, with field-level redaction and no file downloads. It’s in final testing now.
Yes — row-level tenant isolation, encryption, admin MFA, and full audit trails, built with PIPEDA in mind.
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.