Features

Everything a service organization needs to manage people, employers and funding, organized by the work your team does each day.

Available now

One record per person and employer, with multiple typed addresses, notes, alerts, documents and duplicate checking.

Capture employer leads, rate and assign them, then convert a lead to an employer with one guided step.

Overview, service activities, action plans, skills training, work experience, employment history, milestones and exit, all on one case.

Positions, hiring history, milestones and matches for the employers you work with.

Rank candidates for a position, or positions for a client, using skills, occupation and distance.

Plan benefits for a client, generate orders on a payment schedule, and revise them with a recorded reason.

A focused screen for finance staff to review orders and update payment status, without access to client files.

Standard funder and management reports, exported to CSV or Excel.

Case managers confirm or decline meeting requests, with Microsoft 365 and Google calendar connections.

Upload documents to a contact or case, typed and scanned for viruses on the way in.

Users, roles and permissions, about sixty configurable lists, services and contracts, system settings and deleted-record recovery.

Every change is recorded with who, what and when, searchable and exportable for review.

Invited clients see their own profile and case, and request meetings with their case manager.

Coming soon

A walk-up check-in screen that adds visitors to a live queue for staff to claim.

Every organization has its own address, users, settings and data.

Staff sign in through your organization's identity provider where you have one.

Sensitive identifiers are encrypted at rest and only decrypted for an authorized, audited action.