Case management, made human
Every client.
Every case. One point.
Client records, programs, and attendance for nonprofits and intake-driven teams —
built to keep people at the center, not paperwork.
Unlimited e-signatures on every plan.
Watch a tour of Neffico Point
A walk through the whole portal: intake workflows and case records, groups and attendance, e-signatures, reports, and your public events calendar.
Why Neffico Point
One point of focus for every case
Most case tools were built for compliance first and people second. We flipped it.
Your data is yours
Role-based permissions and secure document storage. You own your records, and you can export them at any time while your plan is active.
One record per person
Clients, guardians, and institutions live in one directory. Every case links back to the same person — no duplicate spreadsheets.
Built for the field
Works on the iPad at the front desk or the laptop on the road. Same data, same view, no sync dance.
Intake workflows
From first contact to open case in minutes. Start from a ready-made template or design your own steps, and track every transition.
Groups & attendance
Programs, sessions, and rosters. Track who shows up, session by session.
E-signatures, unlimited
Send and sign agreements all in one place — no per-envelope fees, no add-on tier, no second subscription. Included on every plan.
Get started
Free for 30 days
Set up your workspace, run your first intake,
and send your first e-signature today.
A card is required to start, and you won't be charged
if you cancel before the trial ends.
Plans run $2,600 to $9,500 a year —
every one of them under the $15,000 federal micro-purchase threshold,
so most grant-funded teams can buy without competitive quotes.