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Software type

Case management

Manage client or participant records and service delivery over time.

Products to investigate

CARET

AbacusLaw

AbacusLaw combines legal practice and case management with billing, trust accounting, a general ledger, financial reporting, and firm-level accounting.

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Beacon Apps Ltd

Beacon

Beacon supports charity-wide supporter and beneficiary relationship management across fundraising, events, membership, case management, volunteering, and grantmaking.

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Bonterra

Bonterra Case Management

Apricot tracks participants through structured human-services programme delivery, including enrolment, caseloads, referrals, compliance, and outcomes.

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Bonterra

Bonterra ETO

Bonterra Efforts to Outcomes (ETO) is a case-management and outcomes-management tool for large nonprofits, government agencies, and community collaboratives, separately branded from Bonterra Apricot.

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Casebook PBC

Casebook

Casebook supports case-based human and social-services delivery from intake and assessment through service provision and outcome reporting.

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CaseWorthy, Inc.

CaseWorthy

CaseWorthy supports multi-programme, cross-agency whole-person case management with a unified individual or family record and compliance reporting.

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Simon Solutions, Inc.

CharityTracker

CharityTracker provides case and assistance tracking for human-service organisations, including coordination between agencies in the same community.

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CiviCRM

CiviCRM

CiviCRM is open-source constituent relationship management software that links people, organisations, households, relationships, activities, contributions, memberships, events, and cases.

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Dimagi, Inc.

CommCare

CommCare is a no-code mobile data collection and case-management platform for frontline health, agriculture, and humanitarian programs.

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Community Data Solutions (a VitalHub company)

Community Data Solutions

Community Data Solutions is an online case management system for the Australian community sector -- aged care, disability, welfare, family services, and counselling -- with electronic case-file management for 300+ agencies.

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ProfitSolv, LLC

CosmoLex

CosmoLex combines legal practice management with business and trust accounting, billing, bank reconciliation, general ledger, and financial reporting.

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CTARS

CTARS

CTARS is Australian NDIS client management software with structured case notes, goals and assessments, and incident logging linked to client funding.

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ECINS

ECINS

ECINS is a cloud-based multi-agency case management and collaboration system with a dedicated Australian operation, building a shared case record for vulnerable people across community and social-service organisations.

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EDDI Enterprise

Family Journey

Family Journey follows a family or household across human-services programmes and time, with an emphasis on Australian statutory reporting and compliance.

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LiveImpact

LiveImpact

LiveImpact is a nonprofit operations suite spanning programme and case management, donors, fundraising, volunteers, events, membership, grants, auctions, and AI search.

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MyCaseNote

MyCaseNote

MyCaseNote is participant management software built for NDIS provider workflows, covering participant profiles, goals, and structured case notes with approvals.

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Notehouse

Notehouse

Notehouse is case management software for nonprofit activists, social workers, counselors, and educators, covering client profiles, chronological case notes, task tracking, and caseload management.

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PCLaw | Time Matters LLC

PCLaw

PCLaw combines legal practice management with billing, trust accounting, general ledger, accounts payable, bank reconciliation, and financial reporting.

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Athena Software

Penelope

Penelope is cloud-based case management software for social and human-services agencies, covering client scheduling, case notes, configurable smart forms, referral/wait-list management, and reporting.

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ProfitSolv, LLC

PracticePanther

PracticePanther combines legal practice management with trust and operating accounting, general ledger, bank reconciliation, billing, cash-flow analysis, and financial reporting.

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Wild Bamboo Ltd

Recordbase

Recordbase carries referrals, notes, care and goal plans, risks, incidents, outcomes, and funder reporting through frontline social and health services.

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Redbourne Group

rediCASE

rediCASE is Australian case management software for nonprofit, health, government, and community-service organisations, covering client records and service delivery across disability, mental health, and other human services.

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Areanet Pty Ltd

SmarterSoft

SmarterSoft is a vendor-mediated no-code platform used for case-managed service delivery and Australian funding and compliance reporting.

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Societ, Inc.

Sumac

Sumac supports one client record through an intake-to-outcome frontline-service lifecycle, with dedicated membership, volunteer, and donor-engagement modules available as constituent-relationship extensions.

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SupportAbility

SupportAbility

SupportAbility is cloud-based NDIS software for Australian disability and community-service providers, covering client case notes, compliance, and service delivery.

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SureImpact

SureImpact

SureImpact is case management and outcomes-reporting software for social-change organisations, tracking outcomes at the individual, programme, and organisational level.

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nFocus Solutions

TraxSolutions

TraxSolutions connects participant registration, attendance, service or case activity, outcomes, payments, communication, and multi-site reporting.

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VisiCase Australia Pty Ltd

VisiCase

VisiCase is cloud-based care and case management software for NDIS-funded disability providers plus aged care, home care, mental health, and allied health organisations, tracking client funding, case records, and service delivery.

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