For Case Workers
Managing case work, without the chaos.
Client goals, case notes, coordinated entry steps, and visit history stop living in scattered spreadsheets and email threads. Every client has a single live profile — audit-ready, always.
- Custom pipelines — your stages, triggers, and auto-advance rules
- Coordinated Entry pathways built to your exact process
- Report templates per type, auto-populated and ready to share
- Identity verification catches duplicate records across agencies
For Clients & Tenants
Housing First means
tenant first.
Every client gets their own secure portal — housing status, goals, and support team always visible. Stay in contact with your agency and landlord without phone tag or missed emails.
- Your own dashboard — status, goals, and next steps
- See your full support network at a glance
- Direct messaging with your agency and landlord
- Notifications the moment something changes
For Landlords & Property Managers
All the properties
managed in one place.
Every property in your portfolio on one screen. See all vacancies and move-in-ready units at the click of a button — then filter by bedroom count, share with agencies, and coordinate placements without switching tools.
- Every property and unit in a single view
- One click to see all vacancies & move-in-ready units
- Map, list, and grid views — switch instantly
- Review and action placement requests from agencies
For Agencies & Case Managers
Robust tools.
Refreshingly simple.
A client dashboard built for real case work — not bureaucracy. Clear intake steps, pipeline progress, goals, reports, visits, and direct client connectivity all in one view. No training manual required.
- Step-by-step intake checklist at a glance
- Pipeline progress bar with stage detail
- Reports, visit logs, and cases in one place
- One-click client portal access
Custom Pipelines
Workflows that move
as fast as your clients do.
Build multi-stage workflows specific to your organization. Stages can auto-advance the moment a client submits a form, passes identity verification, or starts an onboarding session — no manual follow-up needed.
- Fully custom stages with named types & conditions
- Auto-advance triggered by real-world actions
- Manual stages with one-click Complete & Advance
- Per-client progress tracked across your whole caseload
Field Mode
Take your case work
into the field.
Clock into a site visit with GPS, log the visit type and purpose, and let the map capture where you are. Observations get tagged by severity, and everything ties back to the client's record automatically.
- GPS check-in/out with live address capture
- Wellness checks, inspections, and custom visit types
- Send a proxy visit link if a colleague is on-site
- Observations tagged mild / severe / emergency
Shelter Intake & Management
Check clients in.
Track every bed.
Search for a client and check them into a bed in seconds. Track inventory by room and type, see nightly occupancy at a glance, and tie every stay back to the client's full housing record.
- Fast client search and check-in at intake
- Bed inventory tracked by room and type
- Nightly occupancy and check-out at a glance
- Every stay linked to the client's housing record
