Free
forever
Everything you need to manage casework, clients and families, and communication—without AI.
- Dashboard & notifications
- Clients, families & members
- Cases & case activity logs
- Case plans & weekly activities
- Calendar, visits & meetings
- Tasks & todos
- Messages (staff & client and family chat)
- Clients & family portal
- Documents & file sharing
- Reports & analytics
- Team management & staff
- Workload overview
- Inter-agency client and family transfers
- Data deletion requests
- Company settings
- Work email (Gmail, Microsoft, IMAP)
- Email AI drafts & case-linked replies
- AI Knowledge Base assistant
- AI automation & drafting
- Case-aware AI guidance
- Learn from similar cases (AI)