Bonterra Penelope
by Bonterra · Social services case management (legacy)
Athena Software's case management platform for social service and counseling agencies, now a Bonterra legacy product maintained for its installed base — no longer marketed, with no public product page, login link, or pricing path on bonterratech.com.
- Vendor site:
- www.bonterratech.com (external link)
- Pricing:
- not published by vendor
- Last reviewed:
- August 20, 2026
Market status: Legacy / installed base. As of August 2026, Penelope is maintained for existing customers but not marketed: Bonterra's site has no Penelope product page, navigation entry, login link, or pricing path; the former product URL serves Apricot content; and the public help center is offline. No end-of-life has been announced, and live Bonterra resources still reference active Penelope customers.
Solution model
What kind of system is this?
How to choose a modelNot yet verified vendor reported
- Specialization:
- General human services, Behavioral health
Purpose-built for social service and counseling agencies (well documented historically). Current capability documentation is publicly offline, so solution-model dimensions are recorded as not verified rather than inferred from stale materials.
Categories are descriptive, not a ranking — the right model depends on your organization's requirements, resources, and implementation capacity. Verified August 20, 2026.
Overview
Penelope was built by Athena Software (Waterloo, Ontario, founded 2001) as cloud case management for human health and social services providers — counseling and family services agencies, homelessness services, and multi-site nonprofits in North America, the UK, and Australia (including NDIS/DSS-integrated deployments). Social Solutions acquired Athena in 2021; Social Solutions became part of Bonterra in 2022.
As of August 2026, the evidence supports legacy/installed-base status: the former Penelope product URL on bonterratech.com now serves Apricot-based content with no mention of Penelope; the product appears nowhere in Bonterra's navigation or login page (ETO, by contrast, retains login links); athenasoftware.net redirects to bonterratech.com; and the Penelope help center returns 404 publicly. Bonterra's own 2024 retrospective describes the Social Solutions platforms as "legacy brands" with Apricot as the go-forward case management foundation. At the same time, no end-of-life announcement has been published, and live Bonterra resources still reference active Penelope customers (the ClientConnect mobile client portal).
Because current official capability documentation is publicly offline, this profile deliberately records most capabilities as not verified rather than relying on stale materials.
Editorial analysis
Best suited for
Case Management Guide analysisExisting Penelope organizations assessing their options; this profile primarily documents the product's current market status.
Considerations
Case Management Guide analysisPenelope is maintained for its installed base but not marketed: no product page, navigation entry, login link, or pricing path exists on Bonterra's site, and its public help center is offline. Organizations evaluating or running Penelope should ask Bonterra about long-term roadmap and migration options.
Capabilities
Assessed against our 48-capability taxonomy. Supported and Partial reflect cited evidence; Unclear means the evidence is ambiguous; and Not yet verified means we haven't completed research on that capability — it does not mean the product lacks it.
Administration & Technology 1 supported · 1 partial · 6 not yet verified
-
Role-based permissions Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Audit trails Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Security controls Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
API Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
NDIS and DSS integrations referenced for Australian deployments (one-pager title); details not publicly expanded.
-
ClientConnect is a mobile client portal for organizations using Penelope — secure communication and client participation in care (live Bonterra one-pager).
-
Configuration Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
AI capabilities Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Case Management 2 unclear · 3 not yet verified
-
Help-center articles on case notes are search-indexed but return 404 — documentation exists in index but is not publicly verifiable.
-
Contacts Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Case assignments Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Indexed help article on case navigation (status, open/closed dates) returns 404.
-
Service and care plans Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Client Management 1 partial · 4 not yet verified
-
Client profiles Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Household and family relationships Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Demographics Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Clients can complete documentation from mobile devices via ClientConnect; the full document module is not currently documented publicly (one-pager).
-
Client history Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Follow-ups & Workflow 5 not yet verified
-
Tasks Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Reminders Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Alerts Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Follow-ups Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Workflow automation Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Intake & Assessment 5 not yet verified
-
Intake Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Eligibility Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Assessments Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Consent management Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Enrollment Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Needs & Goals 3 not yet verified
-
Needs identification Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Goals Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Progress tracking Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Outcomes 4 not yet verified
-
Outcome measures Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Progress over time Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Case closure and discharge Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Longitudinal outcomes Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Referrals 4 not yet verified
-
Internal referrals Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
External referrals Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Closed-loop referrals Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Referral outcomes Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Reporting & Analytics 1 unclear · 4 not yet verified
-
Indexed help article on popular reports returns 404.
-
Dashboards Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Funder reporting Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Data exports Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Outcome reporting Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Services 4 not yet verified
-
Services delivered Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Programs Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Attendance Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
-
Units of service Not yet verified
No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.
Implementation
Historical implementation and training now run through Bonterra channels (Bonterra Academy; Salesforce-community support portals). Public documentation is offline; prospective evaluators should contact Bonterra directly.
Sources
Facts on this page trace to the citations below, per our methodology.
- Social Solutions Apricot: How it joined the Bonterra family (2024-08-01; "legacy brands") (external link) Vendor website · Bonterra · accessed August 20, 2026
- Social Solutions to acquire Waterloo-based Athena Software (2021-04-26) (external link) Third-party publication · Communitech · accessed August 20, 2026
- Apax Funds create landscape-defining social good software platform (2021-08-04) (external link) Third-party publication · Apax Partners · accessed August 20, 2026
- Bonterra Case Management Software (Apricot-only marketing) (external link) Vendor website · Bonterra · accessed August 20, 2026
- Former Penelope product URL (now Apricot-based case management content) (external link) Vendor website · Bonterra · accessed August 20, 2026
- Bonterra login page (no Penelope login; ETO retained) (external link) Vendor website · Bonterra · accessed August 20, 2026
- ClientConnect one-pager (references active Penelope clients; NDIS/DSS integrations) (external link) Vendor website · Bonterra · accessed August 20, 2026
- Penelope Help Center (HTTP 404 observed 2026-08-20) (external link) Vendor documentation · Bonterra (former Athena/SSG) · accessed August 20, 2026
Verification
Last reviewed: August 20, 2026. Product capabilities, plans, and pricing change; individual facts above carry their own verification dates. If something looks out of date, tell us and confirm current details with the vendor before purchasing.