Case Management
Case status
Tracking where each case stands: open, active, on hold, closed, and program-specific stages.
Product support
Documented support
- Casebook by Casebook PBC
Case status is configurable and workflows can update a case to closed.
vendor reported
- Exponent Case Management by Exponent Partners
Case load by status reporting on case records (reports guide).
vendor reported
- QG Case by QuesGen Systems, Inc.
Case closure is explicitly part of the workflow.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
CarePlan status picklist (Active/Cancelled/Completed/Draft/Proposed) and referral statuses (Developer Guide).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Configurable records/workflows can support status, but no standard case-status feature is named.
vendor reported
- Bonterra ETO by Bonterra
Active/Enrolled/Dismissed participant status reporting (help center).
vendor reported
- CharityTracker by Simon Solutions
Assistance requests carry statuses (Pending, Approved/Completed, Denied) — request-level rather than whole-case status (help center).
vendor reported
- Clarity Human Services by Bitfocus
Program enrollments, statuses, exits, and coordinated-entry prioritization status tracked (help center).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Five-stage case lifecycle with resolution when assistance concludes (Trailhead data model module).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Bonterra Penelope by Bonterra
Indexed help article on case navigation (status, open/closed dates) returns 404.
vendor reported
1 researched product has not yet been verified for this capability — that is a research gap, not an assessment.