Coordinate intake, housing plans, and casework in one secure place — and protect sensitive client data by design.
Capture intakes from branded forms or an embeddable partner widget, all landing in one queue.
Record the client’s situation and household, and open a case with their full history on one timeline.
Track the housing plan, services, and referrals, with goals the whole team can see.
Housing, outreach, employment — define your own programs and file each case under the right one, in one Impact OS.
Live dashboards, global search, and CSV export keep the team on top of who needs what next.
Give partner agencies a branded intake page and an embeddable widget they drop on their own sites, so referrals land straight in your queue. Every submission is captured, triaged, and turned into a case in a few clicks — no more referrals lost in an inbox.
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.
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.
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.
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.
We’re onboarding a small group of shelters and housing programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
Yes. Link household members and track a person across cases and programs.
Yes. Impact OS runs every program your agency delivers — you define the program list and intake routes each client to the right one.
Yes — row-level tenant isolation, encryption in transit and at rest, admin MFA, and full audit trails, built with PIPEDA in mind.
Impact OS is a modern case-management system, not a certified HMIS. If HMIS or a specific integration is a requirement, contact our team and we’ll talk through your situation honestly.
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.
