Check It Off

Keep everyone on track

Automated checklists items appear based off case stage or type, allowing staff or clients to complete the next step.

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Customized Case Checklists

Design custom checklists for each of your programs or clients based off of your agency's workflow. Schedule the progression of a client and provide notifications to responsible staff when an item or task is due.

Automate Assignments

Dynamically calculate due dates and set task responsibility as staff or association to the record, such as Case or Home Study Worker.

Keep it together

Upload and track documents, and design checklist items to be program, demographic or location specific.

Know where you stand

Checklist details can be pulled on reports to monitor performance and audit upcoming deliverables.

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