Product
The whole journey,
one workspace
From the first phone call to the signed agreement to the attendance sheet — every step lives in the same place, linked to the same person.
Intake
Pipelines you design yourself
Model your real intake process — steps, transitions, and the information collected at each one. No two programs work the same way; your pipeline shouldn't have to.
- Visual pipeline editor with custom steps
- Every case tracks its full step history
- Cases link to real client records, not copies
E-signatures
Agreements signed inside intake
Send consent forms, service agreements, and enrollment documents for signature as part of the case — and keep the signed copy on the case forever.
- Unlimited signatures on every plan
- Multiple signers per document
- Signed PDFs stored with the case record
Directory
One record per person
Clients, guardians, staff, and partner institutions live in a single directory. Open any case and you're one click from the person behind it.
- People and institutions, cross-linked
- Every linked case visible from the record
- Full edit history on sensitive records
Programs
Groups, sessions & attendance
Run classes, workshops, and support groups. Enroll from the directory, schedule sessions, and mark attendance in seconds — the numbers your funders ask for, collected as you go.
- Rosters built from your client directory
- Session-by-session attendance
- Post-session notes kept with every meeting
Workspace
Roles, permissions & storage
Invite your team with the access they need and nothing more. Documents and files attach to cases and live in secure, per-workspace storage.
- Role-based permissions per workspace
- Secure document attachments
- Your data is yours — always readable, never held hostage
See it with your own process.
The free trial includes everything on this page — build your real pipeline and decide for yourself.