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

Start from a template, or design your own

Choose a ready-made workflow, give it a name, and you can start taking cases right away. Or build your own process step by step. Either way, you're in control — rename steps, add new ones, and decide what information each step collects.

Ready-made templates for common programs
Visual workflow editor with custom steps
Every case tracks its full step history
Cases link to real client records, not copies

Templates for volunteer onboarding, program & class enrollment, donor cultivation, client intake, mediation and drop-in registries — see how templates work.

The visual workflow editor: a four-step intake flow — New Referral, In Progress, Completed — with a side branch to Closed, joined by named transitions like Begin Intake and Mark Completed

A case's E-Sign tab: a consent form template ready to send, and a completed Parent Consent Form signed by the student, the parent and the program

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

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

A person record with institution and contact details, and tabs for demographics and linked cases, next to the directory list

A group roster with per-participant session progress toward the program requirement

Programs

Groups, sessions & attendance

Run classes, workshops, and support groups. Enroll from the directory or check people in at the door, 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
Drop-in classes with no roster — people join the registry at their first check-in, and those who’d rather not give a name are still counted
Post-session notes kept with every meeting

Workspace