Social Work Portal

All-in-One Case Management Hub Suite

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Customer Details

Quote Details

Quote Date:

October 4, 2025

Quote Reference:

SWP-Q-1004-24

Quote Valid Until:

November 4, 2025

9 Quick Steps:

Step 1: Duration:
We offer quotes for 1 year at a time. At this current time, we are not offering multi year quotes

15% off

Step 2: Special Designation Discount?
Verification: We require you to sign up using your first responder, educational, or military email for verification. This email validates that you are member of the stated organization. We offer an additional 20% discount to special designation customers: Not-for-Profit / Tax-Exempt, First responders, Educational Institutions, Military, and Students.

Step 3: Additional User Licenses:
You get 1 free user license, with the option to add more so your entire team can collaborate and utilize all Case Management forms, templates, and tools in one centralized platform. A user license can be used for any of the three roles (Account Owner, Admin, Employee).

Step 4: Additional Site Location Licenses:
You get 2 free site location licenses. Additional site location licenses lets your organization use the Case Mangement Hub for multiple site locations in parallel. Using site locations allows you to organize staff and clients by location. Site managers can be assigned to oversee activities for their sites.

Step 5: Additional Storage Licenses:
The base plan provides 5GB of data storage for client and staff files. Additional storage is per organization and can be added to increase the available space. An email notification is sent when storage has reached 75% used.

Step 6: Case Management Hub Library:
Give your team access to our growing library of detailed guides and social work, therapy practice, and counseling resources.

Step 7: Rebranding License:
A Rebranding license lets you customize the Hub. Replace our logo with yours

All-in-One Case Management Hub Suite:
Our all-in-one Case Management Hub equips you and your team with essential tools, templates, and dashboards to efficiently manage client cases.
Added

3 Hours of Customer Onboarding and Support:
One-time account setup and personalized onboarding to help your team quickly ramp up and focus on efficient case management and client service delivery. You can segment this time as you like. Once completed, users can get support via phone or our support ticket system.
Added

Step 8: Additional Hours of Onboarding and Support:
You can add additional support hours if needed, beyond the one-time account setup and onboarding.

Step 9: Hours of Professional Services:
One-time purchase of a number of hours. More hours can be added anytime and all tasks are handled remotely. Our Professional Services team takes care of time-consuming tasks like data entry, client and team account setup, and customized form creation, so you can focus on building relationships and growing your business. By handling these details, we free up your time to concentrate on what truly drives success: your clients.

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Discount increased to

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Discount decreased to 14.50%

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