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Management WITH
CASE PORTAL
Case Portal is a sleek, new web app that allows caseworkers to manage clients, case notes, and meetings on the go.
Included FREE with Sumac Case Management Desktop
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Why Caseworkers Love Case Portal
#1 Get Client Info At Your Fingertips
Caseworkers can quickly find a client’s address, phone number, and case notes, so they’re prepared for meetings.
#2 Record Case Notes From Anywhere
Caseworkers can record case notes on site while the meeting is still fresh in their minds, saving time and improving the quality of client records.
#3 Schedule Reminders & Meetings On The Go
Caseworkers can also use the portal to schedule reminders and follow-up meetings with clients, helping ensure continuity and improve case management.
#4 Get Directions With Google Maps
Case Portal integrates with Google Maps, so caseworkers can quickly get directions to their meeting without switching between applications.
#5 Create Client Intake Webforms
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Designed for human & social services 🫶
Fill out the form to get Case Portal for your Nonprofit