Intake & Assessment
Compare 24 intake & assessment tools to find the right one for your needs
🔧 Tools
Compare and find the best intake & assessment for your needs
Apricot by Social Solutions
A comprehensive case management tool for nonprofits to manage client data, track outcomes, and generate reports.
CaseWorthy
A highly customizable case management platform designed for nonprofits and social service agencies to manage client data and track outcomes.
CharityTracker
A collaborative, cloud-based case management tool that helps nonprofits and social service agencies track client assistance and communicate in real-time.
FAMCare
A cloud-based platform designed to help social workers and human service agencies manage cases involving children, families, and individuals.
Penelope by Athena Software
A flexible and robust case management platform designed to help social service organizations manage client information, track services, and generate reports.
Casebook
A configurable, all-in-one platform to centralize and streamline client information management for human services organizations.
PlanStreet
A customizable and HIPAA-compliant case management software for social, healthcare, and human services organizations.
TheraNest
A practice management software for behavioral health professionals that helps manage notes, billing, scheduling, and more.
SimplePractice
An online practice management software for health and wellness professionals, including social workers, offering telehealth, billing, and documentation features.
TherapyNotes
A practice management software for behavioral health, helping practitioners manage notes, billing, scheduling, and more.
Salesforce Nonprofit Cloud
A comprehensive CRM platform built on Salesforce, designed to meet the unique needs of nonprofit organizations, including program management and constituent engagement.
ClientTrack by Eccovia
A care coordination software that connects community-based supervision systems for faster record keeping and reliable information access.
Noble Child
A social work case management software that specifically caters to individuals, groups, and families in need, with a focus on child welfare services.
InfoFlo
A flexible case management system that provides a 360-degree view of case history from a single dashboard.
Notehouse
A user-friendly case management and note-taking software designed for social workers, counselors, and non-profits.
LiveImpact
An AI-powered case and program management solution for various social service organizations, featuring smart forms and automated workflows.
Sumac
A nonprofit software solution that helps organizations streamline processes, improve care coordination, and provide support to clients.
Neon CCM (formerly CiviCore)
A secure, cloud-based system for managing client data and reporting results, designed to be configured to an organization's specific needs.
Virtual Case Manager (VCM)
A software that enables social workers to manage client information, keep track of case histories, and connect to community members.
Case Management Hub
An all-in-one platform that helps professionals manage the complete client lifecycle, from intake and assessments to outcome tracking.
Social Work Portal
A professional-grade solution that simplifies the assessment process for social workers with a robust library of templates.
AidHound
A case management and outcomes tracking software for social programs.
cFive Catalyst
A software platform designed for community supervision agencies like probation, parole, and pretrial services.
CaseFlow
A cloud-based case management software primarily for legal practices, but adaptable for some social service functions.