Follow-ups & Workflow
Alerts
Automatic notifications triggered by events or conditions in the data.
Product support
Documented support
- Bonterra Apricot by Bonterra
Pro includes Automated Rules & Alerts; Enterprise adds Time-Based Alerts.
vendor reported
- Bonterra ETO by Bonterra
ETO Alerts module plus new Time-Based Alerts (help center, newsletter).
vendor reported
- Casebook by Casebook PBC
Email and in-app notifications cover due dates, assignments, status changes and other events.
vendor reported
- CharityTracker by Simon Solutions
Flagged-case alerts surface first when a case opens; criteria-based assistance alerts configurable (help center).
vendor reported
- Clarity Human Services by Bitfocus
Public alerts on client profiles; referral hand-off alerts (help center announcements).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Automated workflows, tasks, reminders, and alerts (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Built-in workflows, notifications, and alerts (youth and families page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Tasks, escalation and overdue/risk signals are documented.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Record Alerts for critical milestones (pricing page).
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included Apricot Enterprise plan of Bonterra Apricot