Intake & Assessment
Intake
Structured processes for bringing a new person into a program, from first contact to open case.
Product support
Documented support
- Bonterra Apricot by Bonterra
Pro includes Remote Participant Intake / Intake Forms.
vendor reported
- Bonterra ETO by Bonterra
ETO Connect participant portal publishes intake forms; intake completion triggers alerts (help center).
vendor reported
- Casebook by Casebook PBC
Dedicated Intake application supports inquiry/referral and report-taking.
vendor reported
- CharityTracker by Simon Solutions
Case intake with demographics; kiosk mode / remote intake in Pro lets clients complete digital intake forms (features page, help center).
vendor reported
- Clarity Human Services by Bitfocus
Streamlined intake, assessments, and service referrals; touchscreen-compatible intake (HMIS page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Intake collects and evaluates client needs and preferences (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Pre-configured and custom intake forms; intake and enrollment as core features (workforce page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Intake is explicitly listed.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Guided intake process; guided flow from referral to intake to enrollment (program management page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Smart Intake Forms powered by OmniStudio; intake objects for complaints and referrals (guided tour, Trailhead).
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 Pro plan of Bonterra Apricot
- Included Growth plan of Casebook
- Included QGCase Essentials plan of QG Case