Manage intake, assessments, goals, and appointments in one place — with privacy built in.
Capture referrals and intakes into one secure queue and open a client record.
Use the template builder to run the assessments your program relies on.
Create a treatment plan and track goals on the client’s timeline.
Schedule sessions and keep every note and interaction in one place.
Live dashboards and global search keep the team on top of every client and session.
Build the assessment tools your programs actually use with a template builder you control — no developer required. Set goals and plans for each client and track progress over time, so the change you create is something you can show funders, not just describe.
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.
Schedule appointments and sessions, and keep every interaction on the client’s timeline.
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 mental health and counseling programs now. Get hands-on onboarding and shape the roadmap — start a free trial or book a demo.
Yes — row-level tenant isolation, encryption in transit and at rest, admin MFA, audit logging, and PIPEDA-aware breach-notification practices.
Yes. The template builder lets you define the assessments your program uses and track results on each client’s record.
Yes. Manage appointments and keep every session on the client’s timeline.
We build with strong privacy and security practices (isolation, encryption, MFA, audit trails) and PIPEDA in mind. We do not claim HIPAA certification — if that’s a hard requirement, contact our team so we can be straight with you about fit.
Watch the 2-minute demo — intake to case to a live caseload — or start a free trial and try it yourself.
