--- title: ClientTrack Reviews meta_title: 'ClientTrack Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how ClientTrack works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 1 scale: '5' date_modified: '2026-06-22' parent_category: name: Nonprofit url: https://www.g2.com/categories/nonprofit --- # ClientTrack Reviews **Vendor:** CaseWorthy **Category:** [Human Services Software](https://www.g2.com/categories/human-services) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About ClientTrack ClientTrack by CaseWorthy is a human services case management application built for government agencies and nonprofits managing programs across homelessness and housing, workforce development, victim services, child welfare, and behavioral health. It brings intake, eligibility, service planning, outcome tracking, and federal compliance reporting into a single, configurable application. How ClientTrack Helps: Caseworkers spend too much time on administration and not enough with clients. Intake is duplicated across programs. Client histories live in spreadsheets or disconnected systems. Federal reports get assembled manually the week they're due. And when a client moves between programs, their record doesn't follow them. ClientTrack solves this with a unified client record that follows participants across every program the agency runs. Intake happens once. Compliance reports generate from data caseworkers are already entering. And as agencies add new programs, ClientTrack grows with them—without the need for additional software ClientTrack Key Features: Intake and Eligibility: Configurable intake workflows and eligibility screening built for human services, including coordinated entry for HMIS and needs-based screening for other programs. Unified Client Record: One record per participant, visible across every program the agency runs—no switching systems, no duplicate history. Service and Goal Planning: Caseworkers build individualized service plans, track goals, and document progress directly in the client record. Compliance Reporting: Prebuilt reporting for HUD HMIS, VOCA, VAWA, WIOA, and other federally regulated programs, updated to reflect current requirements. Configurable Workflows: Agencies configure assessments, eligibility rules, and program workflows themselves—without code or professional services. AI-assisted Workflows: Cara, CaseWorthy's embedded AI assistant, surfaces case summaries and recommended next steps so caseworkers spend less time on administration. Cara recommends; your team decides. Your data stays in your environment and is never used to train AI models. Cross-program Analytics: Built on CaseWorthy CORE, a unified data lakehouse, ClientTrack makes cross-program reporting and whole-person client views native to the application—not a custom integration project. Who uses ClientTrack? Government agencies, continuums of care, state-funded service providers, and nonprofit organizations managing publicly funded human services programs across homelessness and housing, workforce development, victim services, child welfare, and behavioral health. ## ClientTrack Reviews ### 1. Expensive but well developed **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2019 **What do you like best about ClientTrack?** It has great capability to track clients effectively. **What do you dislike about ClientTrack?** You cannot proceed without entering specific data, such as a SS#. This is not the best tracking system for some organizations. **Recommendations to others considering ClientTrack:** It is expensive per account, but very efficient and can also allow several organizations in a community to track the same clients without duplication of records. **What problems is ClientTrack solving and how is that benefiting you?** It allowed us to track clients on a long term basis (years) and eliminated the use of many paper forms, due to the ability to add many factors in the system instead of filing the information in a cabinet. ## ClientTrack Discussions - [What is ClientTrack used for?](https://www.g2.com/discussions/what-is-clienttrack-used-for) - [View ClientTrack pricing details and edition comparison](https://www.g2.com/products/clienttrack/reviews?open_modal_url=%2Fproducts%2Fclienttrack%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fclienttrack%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+06%3A47%3A19+-0500&secure%5Bsession_id%5D=6ff7ccb9-2f01-4034-87b8-01e1ad855208&secure%5Btoken%5D=56a95e03350adf209ef30d976eba1233911c73c744eb7f8592d03c6f0001d103&format=llm_user) ## ClientTrack Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **Platform Basics** - Reporting - Interoperability - Performance - Ad hoc Reporting **Case Management** - Client Intake - Outcome Measurement - Form Builder **Platform Additional Functionality** - Mobility - Messaging **Platform Data** - Dashboard - Alerts and Notifications **Additional Functionality** - HIPAA Compliant - Data Collection - Scheduling - Workflow Management - Calendar Management - Activity Tracking - Data Import/Export - Mobile Access - Appointment Management - Reminders - Survey/Poll Management - Electronic Payments - Child Welfare Management - Alerts/Escalation - Reporting & Statistics - Certification & Licensing - Forms Management - Progress Tracking - Client Management - Customizable Fields - Third-Party Integrations - Employee Management - Attendance Management - Care Plan Management - Compliance Management - For Nonprofits - Role-Based Permissions - Task Management - Generative AI - Document Management - AI Copilot - Time Tracking - Intake Management - Training Management - Customizable Reports - Assessment Management - Contact Management - API - Volunteer Management - Medical History Records - Self Service Portal - Billing & Invoicing - Referral Tracking - Electronic Signature - Goal Setting/Tracking - Multi-Location - Case Management - Access Controls/Permissions - Project Time Tracking - Contact Database - Task Scheduling - Case Notes - Records Management - Progress Reports - Document Storage - Dashboard Creation - Client Portal - Reporting/Analytics - Referral Management - Program Management - Document Templates - Communication Management - Collaboration Tools ## Top ClientTrack Alternatives - [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) - 4.4/5.0 (344 reviews) - [CharityTracker](https://www.g2.com/products/charitytracker/reviews) - 4.6/5.0 (331 reviews) - [Therap Services](https://www.g2.com/products/therap-services/reviews) - 4.6/5.0 (220 reviews)