Case Management
Case assignments
Assigning cases to case managers and teams, with caseload visibility.
Product support
Documented support
- Bonterra Apricot by Bonterra
Essentials includes Monitor and Manage Caseloads.
vendor reported
- Bonterra ETO by Bonterra
Caseloads with participant assignment and caseload reporting filters (help center).
vendor reported
- Casebook by Casebook PBC
Intake reports and workflow/case work can be assigned to workers.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Case teams assignable; CaseParticipant supports applicants, households, businesses (program management page, Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Omnichannel routing of cases to the right staff; benefit review and assignment workflows (pricing page, Trailhead).
vendor reported
Partial / qualified support
- Clarity Human Services by Bitfocus
Case management suite for caseloads; explicit assignment mechanics not documented on fetched pages (case management page).
vendor reported
- Exponent Case Management by Exponent Partners
Caseload-by-staff and my-caseload prebuilt reports imply staff-assigned cases (reports guide).
vendor reported
- QG Case by QuesGen Systems, Inc.
Caseload/staffing visibility implies ownership, but assignment mechanics are not fully documented.
vendor reported
3 researched products have not yet been verified for this capability — that is a research gap, not an assessment.