Empowering Non-Profit And Social Service Organizations
To Measure The Impact Of Their Programs

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The intake component is the initial entry point for client information.  This is the beginning of automation of paper processes.  Our intake forms will help you capture critical preliminary data.   Data is propagated  to all client records and reporting, eliminating data entry duplication .  Additionally, we can customize this module to include crucial data from your current paper forms. 

  • Search by Last Name or Client ID
  • Edit current client or create a new client record
  • Quickly enter administrative, demographic and health/social information
  • Track key information including referral sources, funding information and assessments/notes
  • Fields within this module can be customized to meet the tracking needs of your organization.


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