All-in-One Client Assessment and Case Management Hub

Read more about our all-in-one software for social workers, case managers, mental health specialists, therapists, counselors, and other clinicians.

If you are a Non-Profit, Military, Education Institutions, Students and First Responders we offer a higher discount. Read more here to request your discount code: Discount Offers. 

All-in-One Case Management Hub.$59.99 per month
Additional User License(s)

Note: You get one free user license.


Per additional user / month

Site Locations

Note: You get two free site location license


Per additional user / month x 12

Additional Storage

Note: You get 5GB free.


Per additional 5 GB of storage / per month for the account

Additional Hours of Onboarding and Technical Support

Note: You get one hour free.


Per hour


Use your own branding. Replace our Logo with yours.


Per month for the entire account

Dedicated Account Rep$30

Per month for the entire account

Library of Guides to Grow Your Practice$5

Per month for the entire account


  • Staff-to-staff client alerts and red flags
  • Customizable notes and soap templates
  • Reporting dashboards on clients & programs
  • Customizable client assessment forms
  • Client intakes and assessments – send directly to clients for completion – less work for you
  • Add unlimited # of clients and unlimited # of programs
  • Top level security, SSL-encrypted, HIPPA compliant
  • Customizable & unlimited case notes, tasks, and to-dos
  • World class customer support
  • Customized client details page
  • Paperless intakes | client intake automation
  • Export to excel, pdf, and ppt
  • Upload staff & client files
  • Share forms to clients via secure link
  • Automatic reminders & alerts
  • Staff management
  • Unlimited online form management
  • Save staff time with automated, online intake. based on established best practices with preset workflows and automated alerts.
  • Notifications & task management
  • … and much more
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