Needs & Goals
Needs identification
Recording the needs surfaced through intake and assessment in a structured, reportable way.
Product support
Documented support
- ClientTrack by CaseWorthy by CaseWorthy
Intake evaluates client needs and preferences (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Needs assessments evaluate baseline and progress (youth and families page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Needs mix and outcomes/needs analysis are documented.
vendor reported
Partial / qualified support
- Casebook by Casebook PBC
Service Plan guidance references needs and assessments, but a dedicated structured needs module was not established.
vendor reported
- Clarity Human Services by Bitfocus
Automatic vulnerability calculation and prioritization; needs-assessment dashboards (coordinated entry page).
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
Prioritization of participants with urgent needs described; agent can flag needed services (program management page, vendor guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Guided prescreening matches individuals to programs (guided tour material).
vendor reported
4 researched products have not yet been verified for this capability — that is a research gap, not an assessment.