Case Management Software for Human Services

    One record for every person you serve, from first contact through outcomes, with referrals to partner agencies built in. From $100/month, every feature included.

    Start Free Trial

    14 days free, every feature unlocked. No credit card.

    What's Included

    One record from first contact through outcomes
    Custom profile fields, case notes and households
    Care plans, goals and scheduled assessments
    Multi-program enrollment from one record
    Closed-loop referrals across organizations, with consent
    Custom intake forms you can embed on your own website
    A custom report builder and grant-ready reports
    Role-based access, MFA and an audit trail, HIPAA compliant

    How It Works

    Take people in once

    Intake builds one record per person, with households, documents, custom fields and duplicate merging with undo. Publish an intake form as a link or embed it on your own site, and volunteers can record their work without a sign-in of their own.

    Work the case

    Case notes, care plans, goals with scheduled assessments, and enrollment in as many programs as the person needs, all on the same record. Safety alerts and QR or ID lookup keep the right history in front of the right staff.

    Coordinate with other agencies

    Send referrals to partner organizations and follow each one to the end: accepted, declined or acknowledged. Sharing between agencies is consent-based and limited to what you choose.

    Report the outcomes

    Recorded outcomes feed a custom report builder, configurable dashboards and change-over-time tracking, with exports in the formats your funders ask for.

    Questions

    What does Neighbor Solutions case management cost?

    Plans start at $100/month with every feature included and unlimited neighbors. Pricing scales with your organization's size and scope, and annual and multi-year terms are discounted.

    Is there a free trial?

    Yes. The trial runs 14 days with every feature unlocked, and no credit card is required.

    Is it HIPAA compliant?

    Yes. Data is encrypted at rest and in transit, access is role-based with field-level security and multi-factor authentication, and activity is kept in an audit trail.

    Can we bring our existing records?

    Yes. Import people and resources from CSV or Excel, with duplicate handling and a review before anything is published. HMIS export in HUD-compliant CSV is built in.

    See pricing →

    Try It With Your Own Caseload

    Start a free 14-day trial with every feature unlocked. No credit card, cancel anytime.

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