Case Management, Built Around How You Actually Work
Build your own intake forms in minutes, keep every case (notes, documents, and history) in one place, and let Atlas, your built-in AI assistant, help you find and organize it all.
Build Your Own Forms: No Developer Required
Every NGO's intake process looks a little different. Our drag-and-drop form builder lets your team design the exact form you need (for a helpline, an aid application, or an internal referral) and change it yourself whenever your process changes.
- Drag-and-drop builder with 12 field types, including file uploads and digital signatures
- Multi-step forms with conditional logic: show or hide questions based on earlier answers
- Reusable templates, organized into your own categories, plus a public link for self-service intake
One Home for Every Case
When a form comes in, it becomes a case automatically, with no re-typing. From there, your team can assign it, add notes, attach documents, and see a full history of everything that's happened, all in one view.
- Clear case status at a glance (active, completed, or closed) with a full activity timeline
- Assign cases to one or more staff, add private case notes, and attach documents of any kind
- A visual task board for the follow-up work behind every case, with priority and due dates
Meet Atlas, Your Built-In AI Assistant
Atlas lives inside the portal and understands your caseload. Ask it a plain-language question and it finds the answer, even when it has to understand what you mean, not just match your exact words.
- Ask questions in plain language: "how many active cases need follow-up this week?"
- Meaning-based search finds relevant cases even when the wording doesn't match exactly
- Ask Atlas to pull together a case's notes, documents, and history in seconds
Find Anything, Fast
Search across every case, note, and submission from one search bar. No more digging through folders or asking a colleague if they remember which file it was in.
- One search bar covers cases, tasks, and form submissions your access allows
- Results respect your role: staff only see what they're permitted to
One Search Bar, Every Case
Type what you're looking for. Atlas and keyword search work together behind the scenes.
Documents, Exports & a Clear Activity History
Attach supporting documents to any case, generate a clean PDF of any form submission for your files or a partner agency, and see a running history of what happened and when.
- Secure document storage attached directly to the relevant case
- One-click PDF export of any form submission
- An activity history of notes, uploads, and assignments for every case
See It Working With Your Own Forms
We'll walk through building a real intake form for your program during the demo, so you leave knowing exactly how it fits your workflow.