# Best Human Services Software

  *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)*

   Human services software manages nonprofit cases, acting as the central repository for client- and case-related information. These solutions, sometimes called nonprofit case management software, are leveraged by nonprofits as operational tools for field agents.

Human services software is meant to be used across a variety of social services organizations. These solutions manage client data, conduct assessments, facilitate case planning, and include progress tracking. Human services software is designed to be a full-cycle solution for human services organizations, from client intake to outcome reporting and everything in between.

Human services software falls under the umbrella of nonprofit software, often integrating with [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) or providing similar features to solutions in that category.

To qualify for inclusion in the Human Services category, a product must:

- Contain client intake tools
- Store client data
- Provide field agent data collection features
- Analyze program outcomes and impact





## Category Overview

**Total Products under this Category:** 83


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 1,200+ Authentic Reviews
- 83+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.


## Best Human Services Software At A Glance

- **Leader:** [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
- **Highest Performer:** [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews)
- **Easiest to Use:** [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
- **Top Trending:** [Casebook](https://www.g2.com/products/casebook/reviews)
- **Best Free Software:** [CharityTracker](https://www.g2.com/products/charitytracker/reviews)


---

**Sponsored**

### LiveImpact

LiveImpact: The Only AI-Powered Case Management and Donor Management Platform Built for Nonprofits LiveImpact is a cloud-based, affordable nonprofit software platform that brings together powerful Case Management Software, Donor Management Software, and a fully integrated Nonprofit CRM—designed specifically for the needs of mission-driven organizations. Our Case Management Software helps nonprofits streamline client intake, documentation, service delivery, outcomes tracking, and reporting—while ensuring compliance with funder and grant requirements. Whether you’re managing direct services, coordinating referrals, or running multi-program initiatives, LiveImpact gives you the tools to keep every case organized, track progress in real time, and demonstrate your impact with ease. What sets LiveImpact apart is our private, secure, and nonprofit-specific AI—the first of its kind in this space. Purpose-built for nonprofit workflows, our AI transforms how teams work by eliminating the need to run complex reports or dig through data. Simply ask a question, and LiveImpact generates real-time charts, trends, and insights—helping program staff, fundraisers, and leadership make faster, smarter decisions. Our team works closely with nonprofits to customize the platform to your unique needs, ensuring a smooth and supportive onboarding experience. With enterprise-grade security, exceptional customer support, and a pricing model that works for nonprofits, LiveImpact helps you scale your mission with confidence—powered by AI, built for impact.



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1911&secure%5Bdisplayable_resource_id%5D=1911&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1911&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=24772&secure%5Bresource_id%5D=1911&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fhuman-services%3Fpage%3D2&secure%5Btoken%5D=d7576752bac8d8fdf6aaa1d8643a650b3290eda8a8897718a2a2fbda9c00a03f&secure%5Burl%5D=https%3A%2F%2Fwww.liveimpact.org&secure%5Burl_type%5D=company_website)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews)
  Bonterra Apricot provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 331

**User Satisfaction Scores:**

- **Ease of Use:** 8.5/10 (Category avg: 8.6/10)
- **Performance:** 8.6/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.6/10 (Category avg: 8.9/10)
- **Interoperability:** 7.7/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Bonterra](https://www.g2.com/sellers/bonterra)
- **Company Website:** https://www.bonterratech.com/
- **Year Founded:** 2022
- **HQ Location:** Austin, United States
- **Twitter:** @BonterraTech (910 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bonterra-tech/ (1,312 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Executive Director, Case Manager
  - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization
  - **Company Size:** 61% Small-Business, 31% Mid-Market


### 2. [Therap Services](https://www.g2.com/products/therap-services/reviews)
  Therap Services is the national leader in HIPAA-compliant electronic documentation solutions for organizations in Long-Term Services and Supports (LTSS), Home and Community-Based Services (HCBS), and other human services industries. The system caters to a wide range of providers, including those serving individuals with intellectual and developmental disabilities, community employment and vocational rehabilitation programs, special education and school health services, aging and home health agencies, and autism programs. Therap's key features include electronic health record (EHR) capabilities, electronic visit verification (EVV) to track and manage service visits, comprehensive incident reporting and management tools, and person-centered planning tools to support individualized service goals and outcomes. Additionally, the system includes functionality to manage waiver slots and waiting lists, helping providers streamline day-to-day operations.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 210

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Performance:** 9.1/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.9/10 (Category avg: 8.9/10)
- **Interoperability:** 8.3/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Therap](https://www.g2.com/sellers/therap)
- **Year Founded:** 2003
- **HQ Location:** Torrington, US
- **Twitter:** @therapservices (513 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/97019/ (164 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Director, Quality Assurance Coordinator
  - **Top Industries:** Hospital & Health Care, Individual & Family Services
  - **Company Size:** 70% Mid-Market, 19% Small-Business


#### Pros & Cons

**Pros:**

- Document Management (11 reviews)
- Customer Support (9 reviews)
- Therapy Services (9 reviews)
- Features (8 reviews)
- Ease of Use (7 reviews)

**Cons:**

- Poor Navigation (3 reviews)
- Time Consumption (3 reviews)
- Access Difficulty (1 reviews)
- Billing Issues (1 reviews)
- Expensive (1 reviews)

### 3. [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews)
  1) At Salesforce.org, we believe technology when used for good can change the world. It is the most powerful equalizer of our time, providing access to data, knowledge, and above all, connections. Salesforce.org (http://salesforce.org/) offers solutions built on the Salesforce platform, designed for the needs of nonprofits, educational institutions, and foundations. As a social enterprise, the more missions our technology supports, the more we’re able to invest back into innovation and communities, creating an endless circle of good. 2) The Nonprofit Cloud offers nonprofits solutions in: \* Fundraising \* Reporting and Analytics \* Income Management \* Donor Engagement \* Donation Management \* Marketing Communications and Engagement \* Personalized Journeys \* Marketing Automation \* Community Portals \* Attribution & AI \* Program Management and Service Delivery \* Program Delivery \* Grants Management \* Impact Measurement \* Volunteer Management \* Advocacy \* Hotline/Helpline Management \* Case Management \* Project Management \* Salesforce.org (http://salesforce.org/) also offers Foundations and grantmaking nonprofits outbound grants management solutions. 3) The Nonprofit Cloud has solutions to help you manage and deliver your programs and services, raise more funds, engage more effectively with your stakeholders, and understand and share your impact all on a single technology platform. And you don't have to go it alone. Nonprofits have unique technology needs so Salesforce.org (http://salesforce.org/) offers Success Services for: \* Always-on expertise: learn from the people who know Salesforce best \* Data-driven insights: plan your strategic roadmap \* Design-led innovation: create experiences that delight your constituents We also have an incredible ecosystem of implementation partners with subject matter expertise to help you get your system configured right the first time and up and running quickly and effectively. Nonprofits everywhere are choosing the #1 CRM platform over Salesforce competitors like never before. Join them. \* 89% of Salesforce.org customers say Salesforce has helped improve their ability to achieve their mission \* +49% faster response to constituents \* +24% donor retention \* -32% service and support costs \* -17% cost per dollar raised


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 82

**User Satisfaction Scores:**

- **Ease of Use:** 7.3/10 (Category avg: 8.6/10)
- **Performance:** 9.2/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.6/10 (Category avg: 8.9/10)
- **Interoperability:** 8.5/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Salesforce](https://www.g2.com/sellers/salesforce)
- **Year Founded:** 1999
- **HQ Location:** San Francisco, CA
- **Twitter:** @salesforce (581,281 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3185/ (88,363 employees on LinkedIn®)
- **Ownership:** NYSE:CRM

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 62% Small-Business, 34% Mid-Market


#### Pros & Cons

**Pros:**

- Customizability (2 reviews)
- Customization (2 reviews)
- Features (2 reviews)
- CRM Integration (1 reviews)
- Data Storage (1 reviews)

**Cons:**

- Confusing Terminology (1 reviews)
- Difficult Learning (1 reviews)
- Difficult Learning Curve (1 reviews)
- Expensive (1 reviews)
- High Fees (1 reviews)

### 4. [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews)
  Electronic documentation software for I/DD and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof. Visit our website to speak with one of our specialists. We are HIPAA-compliant, federally certified as an EHR for Meaningful Use, and offer full interoperability as you navigate the new landscape of care coordination and value-based care. Our software is ideal for human services and I/DD agencies, particularly those that offer multiple programs such as mental health, substance use disorder, housing and employment.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 30

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Performance:** 9.4/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.9/10 (Category avg: 8.9/10)
- **Interoperability:** 8.6/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health)
- **Year Founded:** 2021
- **HQ Location:** Walnut Creek, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®)
- **Ownership:** Privately Held

**Reviewer Demographics:**
  - **Top Industries:** Mental Health Care, Non-Profit Organization Management
  - **Company Size:** 63% Mid-Market, 33% Small-Business


### 5. [Casebook](https://www.g2.com/products/casebook/reviews)
  Built for today’s human services leaders, Casebook empowers social work nonprofits and government agencies to manage everything from intake, case management, reporting—and more, with intuitive tools that streamline workflows, surface real-time data, and support better outcomes. Our configurable platform centralizes tracking, reporting, and communication to reduce operational costs and strengthen team collaboration, Casebook is designed to help you do more, with less complexities and more insights.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 62

**User Satisfaction Scores:**

- **Ease of Use:** 8.4/10 (Category avg: 8.6/10)
- **Performance:** 8.6/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.5/10 (Category avg: 8.9/10)
- **Interoperability:** 7.7/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Casebook PBC](https://www.g2.com/sellers/casebook-pbc)
- **Company Website:** https://www.casebook.net
- **Year Founded:** 2017
- **HQ Location:** New York, NY
- **LinkedIn® Page:** https://www.linkedin.com/company/casebookpbc (49 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Executive Director
  - **Top Industries:** Non-Profit Organization Management, Individual & Family Services
  - **Company Size:** 82% Small-Business, 15% Mid-Market


### 6. [NewOrg](https://www.g2.com/products/neworg/reviews)
  NewOrg is a cloud-based case management and nonprofit CRM platform that helps nonprofits, human services organizations, and government programs manage services, people, and reporting across multiple programs. It supports both single-program organizations and those managing multiple programs across different service areas. Many organizations rely on separate tools for client tracking, grants, volunteers, donations, and documentation. NewOrg brings these functions together in a single system, allowing teams to centralize data, reduce manual processes, and improve visibility into service delivery and outcomes. NewOrg can be used to track client services and outcomes, manage grants and volunteer programs, and monitor donations and program activity. The platform is designed to support a range of service models, including housing assistance, behavioral health, youth and family services, emergency assistance, and community outreach programs. Key capabilities include: - Case management and client tracking, including service history, case notes, and outcomes - Grant and program management with reporting aligned to funder requirements - Volunteer and donation tracking connected to program activity - Workflow automation to support documentation, approvals, and service delivery - Reporting and dashboards for audits, compliance, and internal decision-making The platform supports configurable workflows and data structures, allowing organizations to adapt the system to different program requirements and reporting standards. This flexibility supports evolving needs as organizations grow over time. NewOrg is used by nonprofit and government organizations across the U.S. and Canada to support program operations and data management. As a certified B Corporation, NewOrg is committed to social and environmental responsibility, aligning with the values of the organizations we serve.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 19

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Outcome Measurement:** 8.3/10 (Category avg: 8.9/10)


**Seller Details:**

- **Seller:** [New Org](https://www.g2.com/sellers/new-org)
- **Company Website:** https://www.neworg.com/
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 65% Small-Business, 25% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (8 reviews)
- Report Generation (5 reviews)
- Reporting (5 reviews)
- Ease of Use (4 reviews)
- Response Time (4 reviews)

**Cons:**

- Interface Issues (3 reviews)
- Missing Features (3 reviews)
- Clunky Design (2 reviews)
- Clunky Interface (2 reviews)
- Difficult Reporting (2 reviews)

### 7. [LiveImpact](https://www.g2.com/products/liveimpact/reviews)
  LiveImpact: The Only AI-Powered Case Management and Donor Management Platform Built for Nonprofits LiveImpact is a cloud-based, affordable nonprofit software platform that brings together powerful Case Management Software, Donor Management Software, and a fully integrated Nonprofit CRM—designed specifically for the needs of mission-driven organizations. Our Case Management Software helps nonprofits streamline client intake, documentation, service delivery, outcomes tracking, and reporting—while ensuring compliance with funder and grant requirements. Whether you’re managing direct services, coordinating referrals, or running multi-program initiatives, LiveImpact gives you the tools to keep every case organized, track progress in real time, and demonstrate your impact with ease. What sets LiveImpact apart is our private, secure, and nonprofit-specific AI—the first of its kind in this space. Purpose-built for nonprofit workflows, our AI transforms how teams work by eliminating the need to run complex reports or dig through data. Simply ask a question, and LiveImpact generates real-time charts, trends, and insights—helping program staff, fundraisers, and leadership make faster, smarter decisions. Our team works closely with nonprofits to customize the platform to your unique needs, ensuring a smooth and supportive onboarding experience. With enterprise-grade security, exceptional customer support, and a pricing model that works for nonprofits, LiveImpact helps you scale your mission with confidence—powered by AI, built for impact.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 17

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 5.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [LiveImpact](https://www.g2.com/sellers/liveimpact)
- **Year Founded:** 2009
- **HQ Location:** Mountain View, CA
- **Twitter:** @liveimpactorg (117 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5293082/ (12 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 65% Small-Business, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Tracking (2 reviews)
- Centralized Management (1 reviews)
- Communication Efficiency (1 reviews)
- Continuous Improvement (1 reviews)
- Customizability (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Learning Curve (1 reviews)
- Limitations (1 reviews)
- Limited Functionality (1 reviews)
- Overwhelming Complexity (1 reviews)

### 8. [CharityTracker](https://www.g2.com/products/charitytracker/reviews)
  CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 331

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Performance:** 8.8/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.4/10 (Category avg: 8.9/10)
- **Interoperability:** 8.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Simon Solutions](https://www.g2.com/sellers/simon-solutions)
- **Year Founded:** 2006
- **HQ Location:** Florence, AL
- **Twitter:** @SimonSolutions (102 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/simon-solutions-inc/ (17 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Executive Director, Case Manager
  - **Top Industries:** Non-Profit Organization Management, Religious Institutions
  - **Company Size:** 90% Small-Business, 8% Mid-Market


### 9. [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews)
  Exponent Case Management is designed to drive radically better impact for your Human Services agency. Ideal for case workers, program managers, and agency leaders, the application is a fully-featured, customizable solution with intake, assessment, service tracking, case records, outcomes reporting, referral tracking, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with funder and performance reporting at your fingertips. Ideal for mid-to-large nonprofit organizations.


  **Average Rating:** 3.9/5.0
  **Total Reviews:** 16

**User Satisfaction Scores:**

- **Ease of Use:** 6.5/10 (Category avg: 8.6/10)
- **Performance:** 6.5/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 6.9/10 (Category avg: 8.9/10)
- **Interoperability:** 6.7/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Exponent Partners](https://www.g2.com/sellers/exponent-partners)
- **Year Founded:** 2005
- **HQ Location:** San Francisco, CA
- **Twitter:** @Exponent_SF (962 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/exponent-partners/ (41 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 63% Mid-Market, 31% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (1 reviews)
- Salesforce Integration (1 reviews)

**Cons:**

- Learning Curve (1 reviews)
- Limitations (1 reviews)

### 10. [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews)
  PlanStreet is a powerful cloud-based platform designed to streamline workflows, track client progress, and collaborate across teams seamlessly. It integrates features such as referrals, skills assessments, federal-compliant reporting, and client engagement tools to enhance efficiency and outcomes. PlanStreet provides real-time data insights, customizable dashboards, and an AI-powered engine for simplified data collection and top-notch data security. Who Should Use PlanStreet? PlanStreet is ideal for organizations and professionals in the following sectors: 1. Human Services Agencies: Non-profits, government agencies, and private organizations providing human and social services benefit from PlanStreet’s powerful case management and reporting tools, which help track outcomes, maintain client engagement, and ensure service delivery is efficient. 2. Workforce Development Organizations: PlanStreet’s tools are designed to support workforce development efforts, including job placement, training programs, and skills assessments. Workforce professionals can use PlanStreet to connect clients with employers and match them with training that aligns with their skills and goals. 3. Social Workers and Case Managers: PlanStreet helps social workers and case managers streamline their processes, track client progress, manage caseloads, and collaborate effectively across teams, all while complying with federal and state guidelines. 4. Healthcare Providers and Case Managers: Healthcare organizations involved in case management, especially in areas such as behavioral health or home health, can use PlanStreet to ensure efficient service delivery, monitor client progress, and keep accurate records. 5. Nonprofit Organizations: PlanStreet’s scalable and flexible system supports nonprofits by helping them manage programs, track outcomes, report to funders, and comply with grant requirements. By offering tailored solutions for managing complex client and organizational needs, PlanStreet is a must-have for agencies and professionals looking to increase efficiency, improve service delivery, and achieve better outcomes for the communities they serve.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 9

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [PlanStreet](https://www.g2.com/sellers/planstreet)
- **Year Founded:** 2017
- **HQ Location:** Lexington, Kentucky
- **Twitter:** @PlanstreetInc (55 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planstreet/ (34 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 78% Mid-Market, 22% Enterprise


### 11. [Sumac](https://www.g2.com/products/sumac/reviews)
  Sumac is powerful, flexible case management software designed specifically for nonprofits. It helps organizations streamline service delivery, improve client care, and manage operations in one secure, customizable system. Whether you're supporting families, running a shelter, managing health services, or delivering food programs, Sumac is built to adapt to your unique workflows and reporting needs. \*\*What You Can Do with Sumac\*\* - Track Clients & Services: Manage client records, case notes, appointments, and services all in one place. - Simplify Intake: Use custom online forms to onboard clients quickly—no manual data entry. - Use E-Signatures: Collect consent and assessment forms digitally to save time and reduce paperwork. - Work on the Go: With the Case Portal, caseworkers can access and update records securely from anywhere. - Automate Tasks: Custom workflows and reminders help you stay on track with every client. - Email from Your CRM: Built-in email marketing tools let you send personalized and bulk messages without third-party software. - Report What Matters: Create reports for funders, boards, and internal teams to show real impact. - Stay Secure: Sumac is HIPAA & PIPEDA compliant with role-based access and encrypted data storage. \*\*Go Beyond Case Management\*\* Sumac offers optional extensions to manage your entire nonprofit from one system: - Donations - Volunteers - Memberships - Grant Management - Custom Modules Whether you're tracking donor engagement or volunteer hours, Sumac helps bring all your data into one centralized platform. \*\*Why Nonprofits Choose Sumac\*\* - Nonprofit-Focused: Purpose-built to support nonprofit workflows. - Highly Customizable: Tailor forms, fields, and modules—no coding required. - Scalable & Affordable: Works for organizations of all sizes. - Live, Human Support: Free, top-rated support from experts who understand nonprofits. - Proven & Trusted: Used by thousands of nonprofits for over 20 years. Sumac empowers nonprofits to work smarter, serve better, and grow their impact. It’s more than a tool—it’s a trusted partner in your mission.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 25

**User Satisfaction Scores:**

- **Ease of Use:** 7.4/10 (Category avg: 8.6/10)
- **Performance:** 9.2/10 (Category avg: 9.2/10)


**Seller Details:**

- **Seller:** [Societ](https://www.g2.com/sellers/societ-09f77f58-d89d-4871-8c87-f143b5fbf1b2)
- **Year Founded:** 1995
- **HQ Location:** Sainte-Anne-de-Bellevue, Quebec
- **LinkedIn® Page:** https://www.linkedin.com/company/societ/ (31 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management
  - **Company Size:** 76% Small-Business, 4% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (7 reviews)
- Easy Access (5 reviews)
- Easy Setup (5 reviews)
- Setup Ease (4 reviews)
- Access Ease (3 reviews)

**Cons:**

- Technical Issues (3 reviews)
- Complexity (2 reviews)
- Lacking Features (2 reviews)
- Limited Access (2 reviews)
- Missing Features (2 reviews)

### 12. [Beacon](https://www.g2.com/products/beacon-beacon/reviews)
  Easy to use, jargon free CRM for charities where your supporter data lives securely in the cloud. Flexible enough for anything. No developers required.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 8.6/10)
- **Performance:** 8.9/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.6/10 (Category avg: 8.9/10)
- **Interoperability:** 8.9/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Beacon](https://www.g2.com/sellers/beacon)
- **Year Founded:** 2017
- **HQ Location:** London, UK
- **LinkedIn® Page:** https://www.linkedin.com/company/beacon-apps-ltd/about/ (40 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (5 reviews)
- Intuitive (2 reviews)
- Communication (1 reviews)
- Customer Support (1 reviews)
- Easy Integrations (1 reviews)

**Cons:**

- Difficult Customization (1 reviews)
- Learning Curve (1 reviews)
- Learning Difficulty (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)

### 13. [CaseWorthy](https://www.g2.com/products/caseworthy/reviews)
  CaseWorthy is an enterprise-level case, client and nonprofit CRM tool used to manage and track client participation.


  **Average Rating:** 2.6/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 4.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [CaseWorthy](https://www.g2.com/sellers/caseworthy)
- **Year Founded:** 2008
- **HQ Location:** Salt Lake City, US
- **Twitter:** @caseworthyinc (258 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795554 (131 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 60% Mid-Market, 40% Small-Business


### 14. [Enlite](https://www.g2.com/products/enlite/reviews)
  Enlite is a modern cloud-based home visiting software which supports voluntary evidence-based home visitation programs. Service providers use Enlite for intake, parent surveys, assessment, household management, internal and external referrals, establishing goal plans for families, processing claims and generating invoices.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Ease of Use:** 9.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Enlite](https://www.g2.com/sellers/enlite)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 50% Mid-Market


### 15. [Greenspace Health](https://www.g2.com/products/greenspace-health/reviews)
  Greenspace is transforming the way that mental healthcare is accessed, measured and delivered. Through innovative and intuitive technology, our partners are able to easily implement Measurement-Based Care. From individual clinicians to small clinics, hospitals, campuses, or entire health systems–our solutions are built to flex to the unique needs and challenges of any workflow. Every person accessing mental health services should receive high quality care that helps them thrive. We work every day to empower service providers and users with the technology, tools and insights they need to provide the best care possible. How it works: Through innovative and intuitive technology, our partners across North America are able to easily implement Measurement-Based Care (MBC). MBC is at the core of all Greenspace solutions and it's driving improvement across the entire ecosystem of mental health services. Evidence shows that regularly measuring progress increases the likelihood that a patient achieves significant and reliable change by 3.5 times, contributes to a 42% higher overall improvement in clinical outcomes, and a 40% reduction in cancellation and no-show rates. Greenspace set the standard for MBC Technology with distinctive features and capabilities to meet the needs of organizations of all sizes, program types and populations served. With Greenspace, organizations can: -Automate the delivery and collection of patient-reported outcome measures (PROM’s) throughout treatment on a customizable and recurring schedule . -Choose from a selection of 300+ evidence-based assessments, delivered automatically via SMS, Email, or Kiosk. -Leverage data and insights to improve client engagement and outcomes, inform treatment planning and program innovations and advocate for increased funding. -Integrate with over 85 EHR/EMR systems, and our team will do the work for you. We also provide an open API that an organization can leverage directly, or through a more collaborative implementation process. Security of patient information and data privacy is at the foundation of the Greenspace platform. Greenspace is SOC 2 Type II certified and conforms to digital and physical security protocols (including HIPPA, PIPEDA, and PHIPA). Want to learn more about Greenspace? Watch this video: https://bit.ly/3FsrSYi


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 32

**User Satisfaction Scores:**

- **Ease of Use:** 9.3/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 8.3/10 (Category avg: 8.9/10)
- **Interoperability:** 0.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Greenspace Health](https://www.g2.com/sellers/greenspace-health)
- **Year Founded:** 2015
- **HQ Location:** Toronto, CAN
- **Twitter:** @greenspaceMH (816 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/greenspace-mental-health (83 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Mental Health Care
  - **Company Size:** 50% Small-Business, 38% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (4 reviews)
- Access (3 reviews)
- Data Analysis (3 reviews)
- Therapy Services (3 reviews)
- Client Engagement (2 reviews)

**Cons:**

- Poor Navigation (2 reviews)
- Poor Training (1 reviews)
- Slow Performance (1 reviews)

### 16. [CiviCore Human Services Software](https://www.g2.com/products/civicore-human-services-software/reviews)
  Increase your impact and measure your outcomes with CiviCore Client & Case Management solutions, designed for human services organizations like yours.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [CiviCore](https://www.g2.com/sellers/civicore)
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/2450540 (4 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


### 17. [CommunityOS](https://www.g2.com/products/communityos/reviews)
  CommunityOS is a membership management software solution to communication with your partners, funders, board, donors, volunteers and more


  **Average Rating:** 1.3/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 7.5/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [VisionLink](https://www.g2.com/sellers/visionlink)
- **Year Founded:** 1996
- **HQ Location:** Boulder, US
- **Twitter:** @VisionLink (2,848 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/visionlink/ (38 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


### 18. [extendedReach](https://www.g2.com/products/extendedreach/reviews)
  extendedReach is the most dynamic case management software ever created for social service agencies. Our web based solution is designed to meet the unique needs of child & family service agencies, community programs, mental health, behavioral health, residential treatment, adoption services and more.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 5.0/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [KCare](https://www.g2.com/sellers/kcare)
- **Year Founded:** 1995
- **HQ Location:** Austin, TX
- **Twitter:** @KCareHQ (430 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/kcare/ (30 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


### 19. [FAMcare](https://www.g2.com/products/famcare/reviews)
  FAMCare streamlines data collection, automates casework and simplifies reporting for social workers and agencies. Improving the quality of care for those that you serve starts with a clear understanding of your data. Is it available? Is it accurate? For many agencies - this is their most difficult task... correlating data to prove to their funders that their programs are working. Generate cutting edge data insights with the FAMCare, Rapid Case Management Platform. Case management reporting can be easier and with FAMCare, caseworkers and agency directors continue to improve utilization and outcomes for the vulnerable populations they serve.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Global Vision Technologies](https://www.g2.com/sellers/global-vision-technologies)
- **Year Founded:** 1997
- **HQ Location:** St Louis, US
- **Twitter:** @GVTInc (241 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/91260 (36 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Mid-Market, 50% Small-Business


### 20. [Restore AI](https://www.g2.com/products/restore-ai/reviews)
  Restore AI is a modern, AI-powered case management platform built specifically for victim service providers, including nonprofits, law enforcement agencies, and district attorney offices. Designed to replace legacy case management systems, Restore AI centralizes case management, communication, documentation, and reporting into a single, secure platform—helping teams reduce administrative burden and improve survivor outcomes. Unlike traditional systems, Restore AI is purpose-built for victim advocacy workflows and combines: Case management: Track clients, services, and outcomes with flexible workflows aligned to OVC, VOCA, and VAWA requirements Secure communication: Built-in messaging between advocates and survivors, reducing reliance on fragmented tools Reporting & compliance: Simplify grant reporting with real-time dashboards and audit-ready data Survivor mobile app: Extend care beyond office visits with a dedicated app for communication, resources, and updates Multilingual support: Real-time translation to better serve diverse communities Restore AI is designed to help advocacy teams do more with fewer resources, reduce burnout, and ensure no survivor falls through the cracks.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Restore AI](https://www.g2.com/sellers/restore-ai)
- **Year Founded:** 2025
- **HQ Location:** Denver, US
- **LinkedIn® Page:** https://www.linkedin.com/company/werestore-ai/ (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 21. [Brevity](https://www.g2.com/products/brevity/reviews)
  Community and Disability Care sector organisations empowered by our advanced software capabilities can improve all aspects of their business by bringing together people, processes and technology.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 8.3/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [Brevity](https://www.g2.com/sellers/brevity)
- **Year Founded:** 2017
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/brevity-care-software (14 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


### 22. [ClientTrack](https://www.g2.com/products/clienttrack/reviews)
  Eccovia is a software company based in Salt Lake City, Utah, focused on innovative solutions for health and human services case management and data analytics. Our team of about 99 employees span the US, and we are always growing and expanding. Our talented team includes accomplished practitioners and thought leaders in the field of health and human services, so our software development process is informed on-the-ground experience and expertise, and our customers benefit from support from subject matter experts who understand their needs and concerns. Eccovia has over 25 years of experience implementing and maintaining solutions for communities across the country. Our primary focus is the adoption of best practices and technologies that can bring more effective case management practices, compliance, and reporting. Some key features that our solution includes are: Robust and flexible reporting capabilities. All data (tables and fields) are available for reporting and analysis. Our solution includes hundreds of prebuilt reports, as well as powerful ad hoc reporting tools to create unique reports and and capture the data required to meet your reporting needs Complete Data Security. ClientTrack is a fully 508-compliant system. It is hosted in Microsoft Azure, and its application data is protected with 256-bit SSL and TSL 1.2 encryption in transit and at rest. ClientTrack aligns with HIPAA, HITECH, and 42 CFR Part 2 standards as part of all code development and data protection standards. This ensures complete control over ClientTrack data, including the ability to identify users and track activity performed in the system. Intuitive Interface. Our user interface makes it easier for users to perform their daily work. This flexibility ensures that users have everything they need, allowing for seamless transitions between case manager assignments, client case notes, goal plans, and other functions and features as determined by the system administrator. At the same time, the broad range of support features dedicated to supervisors encourages improved communication and oversight of work, from the individual case worker to the entire organization.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [CaseWorthy](https://www.g2.com/sellers/caseworthy)
- **Year Founded:** 2008
- **HQ Location:** Salt Lake City, US
- **Twitter:** @caseworthyinc (258 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3795554 (131 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 23. [countbubble](https://www.g2.com/products/countbubble/reviews)
  countbubble is case management software for human service nonprofits. It offers tools that allow nonprofits to track & report their work. 1-The Form Builder allows you to create data collection forms quickly. 2-The Notes Feed helps you keep case notes organized and easy to review. 3-The Plans feature lets you to create & manage custom case plans. 4-Work with participants (aka clients) from the Participant Management screen 5-Export data any time, or use built in reports to view summaries of services, outcomes, or demographics. countbubble is \*simplified\* software that helps nonprofits manage their program data. It’s designed to be easy to learn so you can get started quickly - without numerous hours of training. countbubble is perfect for multi-service agencies that have lots of data to manage and report; case management programs that work on long-term goals; and basic needs assistance programs that simply need to track their ongoing work.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Performance:** 10.0/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [CountBubble](https://www.g2.com/sellers/countbubble)
- **Year Founded:** 2021
- **HQ Location:** Columbus, US
- **LinkedIn® Page:** https://www.linkedin.com/company/countbubble (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


### 24. [ECINS](https://www.g2.com/products/ecins/reviews)
  ECINS (Empowering Communities with Integrated Network Systems) is the world’s most collaborative case management system. Purpose-built, cloud-based and highly secure, ECINS is used worldwide to improve the lives of vulnerable people and empower the human services practitioners who serve them. With no user licenses, ECINS is available at one simple, comprehensive cost including everything from customization, training and support from real-world experts, access to a robust communications portal and collaboration with a global user community that’s committed to helping one another achieve better outcomes every day. Whatever your case management problem is, ECINS will solve it.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [ECINS](https://www.g2.com/sellers/ecins)
- **Year Founded:** 2003
- **HQ Location:** Lowestoft, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/empowering-communities (16 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 25. [E-Tech NGO Field Tracker](https://www.g2.com/products/e-tech-ngo-field-tracker/reviews)
  NGO FIELD TRACKER (NFT) is cloud based MIS application software dedicated to Healthcare and Development sector. It is designed to help NGOs and development organizations to accurately monitor the progress of each health worker and field staff.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Performance:** 8.3/10 (Category avg: 9.2/10)
- **Outcome Measurement:** 10.0/10 (Category avg: 8.9/10)
- **Interoperability:** 10.0/10 (Category avg: 8.1/10)


**Seller Details:**

- **Seller:** [E-Tech Services](https://www.g2.com/sellers/e-tech-services)
- **Year Founded:** 2000
- **HQ Location:** Gurgaon, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/e-tech-services-private-limited (19 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business




## Parent Category

[Nonprofit Software](https://www.g2.com/categories/nonprofit)



## Related Categories

- [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm)



---

## Buyer Guide

### What You Should Know About Human Services Software

### What is Human Services Software?

Nonprofit organizations that provide social services need to manage sensitive program and service data on top of their usual donor and volunteer records. Standard [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) and [donor management software](https://www.g2.com/categories/donor-management) lack the features to track, monitor, and report on client data (“clients" refers to people receiving services or participating in programs at a nonprofit social service agency). Human services software solves this by improving operational efficiency, maintaining compliance, and tracking outcomes for all individuals served by a nonprofit agency.

Many nonprofits use human services solutions to store client intake forms, manage program rosters, evaluate client progress for grant reporting, and streamline billing. These solutions, also called nonprofit case management software, possess some of the functionality of health care solutions like [clinical documentation software](https://www.g2.com/categories/clinical-documentation) and [patient case management software.](https://www.g2.com/categories/patient-case-management) However, social service nonprofits typically focus on one particular service and community, and do not need all the features of software optimized for the health care industry, especially when used by nonprofit organizations like youth development and food banks. Human services products carry lower costs and focus on the core functions a nonprofit needs to conduct business and maintain data integrity. Nonprofits providing any range of individual and group services can benefit from human services software.

Key Benefits of Human Services Software

- Centralize client data into one accessible hub
- Automate client intake and survey processes, reducing human error
- Evaluate client progress toward goals for treatment plans and funding reports
- Streamline insurance reimbursement and client billing
- Improve care coordination for clients enrolled in multiple programs and services

### Why Use Human Services Software?

Social service nonprofits must maintain accurate client data for internal and external purposes. Human services software gathers data in a centralized repository, reducing administrative burden while prioritizing clients.

**Improve client outcomes —** Program staff rely on these products to track forms and surveys completed by clients and assess shifts in reported progress over time. This allows staff to recommend revisions to a client’s treatment plan and work toward achieving outcomes. Nonprofits receiving public funding often have strict outcomes tied to their grants, and therefore must ensure they meet metrics.

**Automate tasks and optimize workflow —** Without human services software, nonprofits manually maintain a large, vulnerable collection of paper files with sensitive client data. Staff can create form and survey templates in the software, uploading necessary documentation to individual client records. Interdepartmental communication improves due to centralized access to client data, improving efficiency and reducing repetition. These systems create reminders for billing and scheduling, eliminating the need to remind coworkers or manually enter invoices.

**Eliminate administrative errors —** These solutions automate many administrative functions that detract from service delivery, while reducing data entry errors. Nonprofits need software that can flag errors in coding, documentation, and insurance eligibility. Reimbursement denials caused by incorrect billing increases late payments, which impacts the nonprofit’s operating budget.

### Who Uses Human Services Software?

A variety of social services nonprofits rely on human services software to manage service impact. This includes nonprofits focused on: behavioral health and crisis intervention services, substance abuse treatment, youth development, workforce development, transitional and homelessness services, violence prevention and restorative justice, and food assistance, among others.

While mental health service providers utilize all features of solutions software, other social service nonprofits depend on the core features to manage their daily operations. For example, youth development agencies may not need billing functionality, but rely on case management and program data tracking features. Food banks might use the referral system for non-clinical purposes, recording when clients receive food from partner sites or enroll in demographic-specific food delivery services (youth and elderly, typically).

The staff who typically use human services software include:

**Service delivery —** Service delivery staff use this technology to assist with case management. Human services software digitizes all client data, allowing quick access. Therapists and mental health services providers rely on these solutions to track billable hours for grant reimbursement, an important component for maintaining compliance. Supervisors and managers use this technology to manage workflow and task assignments. As clients are sometimes referred to multiple services in an agency, service delivery staff monitor all client enrollments and gain a holistic picture of a client’s treatment plan.

**Program —** Program staff need to store important documents such as attendance rosters, pre- and post-surveys, and permission slips. Staff can access client biographical data to find a parent or guardian’s phone number in case of emergency. These solutions improve interdepartmental communication with service delivery staff, strengthening care coordination. Program staff may rely on this product to monitor their work hours for grant reimbursement.

**Data and evaluation —** While service delivery and program staff input client data into human services solutions, data and evaluation staff use this information for internal audits, external requests, and grant reporting. They often facilitate survey and form creation, collaborating with program and service staff to ensure the appropriate data is captured.

### Human Services Software Features

Human services software offers a range of features to help nonprofits improve operational efficiency, maintain compliance, and deliver positive client engagement.

**Documentation —** Agencies can upload and manage documents such as surveys, intake and release forms, case notes, and digital signatures. Human services software enables staff to build form and survey templates directly in the system, allowing staff to capture client details digitally from any location. This information covers a client’s first communication with an agency until their discharge or program completion, and all authorized staff can access these details at any time.

**Case management —** It’s important for nonprofits to record ongoing communication with clients, assess service enrollments, identify referrals, and monitor client progress towards established goals. For clinical staff, these products capture client involvement with external parties such as law enforcement and the justice system.

**Scheduling —** Program staff have the ability to schedule and manage client sessions, program cycles, interdepartmental supervision, meetings, and related events. Some human service platforms possess the functionality to send email and SMS reminders to clients about upcoming sessions, further reducing administrative burden.

**Billing —** Users can create invoices for client payments and record billable hours for Medicaid, insurance claims, and grant funding. Some platforms may help monitor grant allotments as well.

**Workflow automation —** Nonprofits can enable features such as digital signatures, alerts, and task assignments, to ensure efficiency. Appropriate staff are flagged to complete the next step in a client’s care cycle.

**Compliance and security—** This software ensures compliance with regulatory policies at the local, state, and federal level, a necessary feature for any nonprofits providing social work services. Human service platforms provide compliance integration for common regulatory legislation such as the Health Insurance Portability and Accountability Act (HIPAA) and the Family Educational Rights and Privacy Act (FERPA), and others as they pertain to a nonprofit’s service area. HIPAA protects sensitive health information, while FERPA protects educational records. Additionally, nonprofits can configure permissions for viewing specific documents, and ensure no duplicate records are made for preexisting clients. These systems flag users when violations are made, such as trying to approve client documents lacking signatures.

**Reporting —** Organizations can run reports for a range of data, including client demographics, number of service delivery hours, client outcomes, referrals, and billing. These inform internal reviews and provide funders with all the required information about program progress.

**Dashboards —** Agencies can gain insight on all program and service deliverables. They can visualize client data to identify areas for achievement and improvement. Program and service staff assess historical client data to identify opportunities for internal and external referrals, and inspire changes in program and service delivery design.

#### Additional Human Services Software Features

**Cloud hosting—** Organizations might establish additional security through encryption and constant back-up creation compared to on-premises solutions. When staff travel offsite, they still have access to client data. Behavioral health and crisis intervention therapists benefit from this feature, given the unpredictable nature of client incidents.

**Client portal —** Social services might engage clients in their program and service enrollment plan through a client portal. This feature is typically only included in robust human services platforms. Client portals allow clients access to their records, and enable communication with their service providers. Clients can create profiles to track progress, receive updates, and check their balance.

### Trends Related to Human Services Software

**Predictive analytics —** Nonprofits often use data for reporting or to catch compliance errors after the fact. Social service agencies can leverage technology in a proactive way, analyzing data to target their resources strategically using predictive analytics. Predictive analytics enable agencies to see which programs and services are effective, and develop preventive approaches before clients worsen. Predictive analytics build smarter programs that serve high-need communities.

**Conversational intelligence —** Tools such as [bot platforms](https://www.g2.com/categories/bot-platforms) improve client experience when navigating websites and client portals. When dealing with at-risk populations, trust correlates to successful outcomes. Therefore, agencies need to prioritize the client experience. Conversational intelligence provides automated customer support without adding administrative burden to nonprofits operating on limited resources.

**Geospatial intelligence—** Similar to predictive analytics, geospatial intelligence informs agencies about location-specific trends within the communities they serve. Armed with this knowledge, agencies can tailor specific interventions to address root issues. These trends can range from addiction, to violence and crime rates, to food insecurity. There is no one-size-fits-all approach to interventions; different localities need different services to address their specific risk factors.

### Potential Issues with Human Services Software

**Cost —** Although these solutions are designed with nonprofit budgetary limitations in mind, many agencies still struggle to afford a product that fits all their needs. Instead, agencies often skimp on features and purchase products that add more administrative burden to staff. Additionally, cheaper products often lack all compliance integrations that ensure agencies are administering programs and services in accordance with regulations. Some solutions lack billing integration, creating more administrative work and potential for human error. Incorrect billing submission delays reimbursement or sometimes results in no reimbursement at all.

**Interoperability—** Unlike some of their health care counterparts, human services software can leave client data siloed, unable to be shared with all ancillary care providers. If clients need referrals to external services, most human services platforms do not have the capability to transmit client data to other agency systems. For social workers, this often requires extra communication to external parties to talk through a client’s history. Interoperabile systems can circumvent tedious communication issues.

### Software and Services Related to Human Services Software

[Medical practice management](https://www.g2.com/categories/medical-practice-management) — Human services software offers much of the same functionality as medical practice management software. Both solutions serve as agency-wide operational management tools, handling administrative workflow such as scheduling and billing while also storing client information and performing analytics on captured data.

[**Patient case management**](https://www.g2.com/categories/patient-case-management) **—** Like patient case management software, human services platforms allow quick access to client data across clients’ entire engagement period. These solutions track and monitor client performance, and store relevant documentation and scheduling records. These solutions improve interdepartmental communication to ensure clients receive the full spectrum of care that they need.

[**Electronic health record (EHR)**](https://www.g2.com/categories/ehr) **—** For social services agencies invested in mental health services, EHR solutions might be considered over human services platforms. EHRs allow for real-time access to client data. They facilitate sharing that data with all relevant providers, including hospitals, psych wards, laboratories, and pharmacies. These solutions create a holistic picture of a client, no matter where they are accessing care. Human services software shares the real-time data access functionality, but EHRs excel at allowing all care providers to access a client’s record, allowing highly informed decisions to be made with regard to treatment.

[**Medical billing**](https://www.g2.com/categories/medical-billing) **—** Most human services platforms have medical billing integration to streamline claim processes, monitor grants, and create invoices for clients. Not all human services solutions have the ability to verify a client’s insurance coverage; this is when integration or interoperability between human services systems and medical billing systems is helpful.