Intake & Assessment
Assessments
Configurable assessment instruments for understanding needs, risks, and strengths.
Product support
Documented support
- Bonterra ETO by Bonterra
Assessments including HUD assessment forms with auto-populated dates (August 2026 release notes).
vendor reported
- CharityTracker by Simon Solutions
Customizable assessments in the Pro edition (pricing and features pages).
vendor reported
- Clarity Human Services by Bitfocus
VI-SPDAT V3 and VI-F-SPDAT V3 built in; custom assessments with scoring processors (help center).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Customizable assessment forms with validation rules and scoring methods (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Customizable assessments evaluating baseline and progress over time (workforce page).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Dynamic assessments showing progress before and after engagements (program management page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Dynamic Assessments — no-code guided flows for screenings, investigations, inspections; Omniscript assessment templates (pricing page, Trailhead).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Configurable forms can capture assessments, but no universal assessment module is documented.
vendor reported
- Casebook by Casebook PBC
Intake documentation references early assessments/screening decisions; breadth of formal assessment tooling varies by configuration.
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.