Case Management

Detailed workflows that encourage collaboration

Our workflows provide focus and cross-department collaboration unique to teams managing cash assistance programs, complete with a workflow dashboard to manage all stages of application review. In addition, we offer auto case assignment and assignment queues, as well as provide quick document previews so that staff can assess the completion and severity of a case. Case notes also track updates and communication between the staff.
Co-DesigneD to fit your existing processes

Designed hand in hand with program staff and piloted live

Our intuitive software is designed to mirror your existing workflows, which means your case managers can use our case management system right away.
track application volumes and keep cases moving

Workflow dashboard designed with the program administer in mind

Understand review times at each stage of the application review process, from intake to payment. Easily adjust case loads and assignments while preserving application history.

Enjoy what you're reading?
Stay in-the-know!

Sign up for our newsletter to have stories sent directly to your inbox or contact us for information.
black arrow pointing down