Administration & Technology
Audit trails
Recording who changed what and when, for accountability and compliance.
Product support
Documented support
- Bonterra Apricot by Bonterra
Essentials includes Record Audits; advanced auditing appears in higher tiers.
vendor reported
- Bonterra ETO by Bonterra
ETO Results audit-trail reporting objects (help center).
vendor reported
- Casebook by Casebook PBC
Audit Logs are explicitly included on Team and Enterprise plans.
vendor reported
- Clarity Human Services by Bitfocus
Field-level audit logs capture previous and updated values, timestamp, and user across 17 record types (help center).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Automated audit trails for all data changes (product page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Key actions are logged for compliance review.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
History objects record field-level changes for Nonprofit Cloud standard objects (Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Identity Verification and Audit Trail feature for monitoring and analyzing records (pricing page).
vendor reported
Partial / qualified support
- CharityTracker by Simon Solutions
History of Modification shown on case personal-info section; full audit-log documentation not found (help center).
vendor reported
- Exponent Case Management by Exponent Partners
Audit controls monitoring and recording ePHI activity via the Salesforce platform (HIPAA article).
vendor reported
1 researched product has 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 Essentials plan of Bonterra Apricot
- Included Team plan of Casebook
- Included Enterprise plan of Casebook