Client Management
Documents
Storing files on the client record: IDs, consents, correspondence, and case paperwork.
Product support
Documented support
- Bonterra Apricot by Bonterra
Shared Files are included in Essentials.
vendor reported
- Casebook by Casebook PBC
Platform documentation states documents/files can be uploaded to case pages.
vendor reported
- CharityTracker by Simon Solutions
File uploads (Plus edition), digital document storage, and signature capture (pricing and features pages).
vendor reported
- Clarity Human Services by Bitfocus
Upload, store, and share client documents and electronic signatures (case management page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Documents, photos, and signatures attach to client records (product page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Secure document upload/access is documented.
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Intelligent Document Automation converts paper documents and handwritten notes to digital records with OCR (pricing page).
vendor reported
Partial / qualified support
- Bonterra Penelope by Bonterra
Clients can complete documentation from mobile devices via ClientConnect; the full document module is not currently documented publicly (one-pager).
vendor reported
Unclear
Evidence exists but does not settle the capability.
- Exponent Case Management by Exponent Partners
Document storage appears in third-party listings only; not observed on vendor pages.
vendor reported
2 researched products have 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