Follow-ups & Workflow
Reminders
Time-based prompts so follow-ups and deadlines are not missed.
Product support
Documented support
- Bonterra ETO by Bonterra
Time-Based Alerts auto-scheduled days/weeks/months after key actions (July 2026 newsletter).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Automated workflows, tasks, reminders, and alerts (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Placement milestones and retention features ensure timely retention checks (workforce page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Record Alerts notify case workers when critical tasks are due (pricing page).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Automated Rules & Alerts and Time-Based Alerts support reminders.
vendor reported
- Casebook by Casebook PBC
Deadline notifications and recurring tasks support reminder-like behavior; a distinct generic reminders module was not established.
vendor reported
- CharityTracker by Simon Solutions
Appointment scheduling (Pro) sends email/SMS reminders (help center).
vendor reported
- Clarity Human Services by Bitfocus
Automatic Release of Information expiration reminders (help center).
vendor reported
- QG Case by QuesGen Systems, Inc.
Follow-up cadence and overdue activity support reminder-like behavior.
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.