Intake & Assessment

Consent management

Capturing and tracking client consent for services, data sharing, and communication.

Product support

Documented support

• Clarity Human Services by Bitfocus

  Release of Information management with de-identification of non-consenting clients and an ROI audit log (help center).

  vendor reported

Partial / qualified support

• CharityTracker by Simon Solutions

  Release-of-information forms (own ROI uploads supported) and digital signature capture (help center, pricing page).

  vendor reported

• QG Case by QuesGen Systems, Inc.

  Case study documents consent documents, not a dedicated consent module.

  vendor reported

• Salesforce Nonprofit Cloud by Salesforce

  Consent tracking documented on the fundraising side only; client/case consent not found in fetched documentation.

  vendor reported

7 researched products have not yet been verified for this capability — that is a research gap, not an assessment.

Related features

• Intake
• Eligibility
• Assessments
• Enrollment