Build a complete client and case view
Connect demographic information, household relationships, needs, eligibility, assessments, service history, notes, documents, and outcomes.
Run Your Mission
Coordinate services with the full context your team needs to support each client.
Manage client cases, assessments, service plans, referrals, notes, appointments, documents, and outcomes in a secure, connected workspace designed for nonprofit service delivery.
Case management dashboard
The challenge
Case work becomes difficult when client details are spread across paper files, spreadsheets, inboxes, and disconnected systems. Staff may miss follow-ups, duplicate work, or lack the context required to provide coordinated support.
The More Good Together approach
More Good Together brings case information and service coordination together while supporting role-based access and privacy-aware workflows. Authorized staff can understand a client's needs, plan services, document interactions, coordinate referrals, and track progress over time.
Key benefits
Coordinated, secure case work for every client.
Standardize intake and assessment
Use configurable forms, screening questions, consent, eligibility rules, risk indicators, and assessment templates.
Coordinate service plans
Define goals, actions, services, responsible team members, due dates, review dates, and progress for each case.
Manage referrals and partner coordination
Send, receive, track, and follow up on internal and external referrals without losing the referral history.
Document every interaction
Record case notes, calls, meetings, appointments, services, incidents, files, and follow-up actions in a chronological timeline.
Protect sensitive information
Apply role-based access, restricted notes, audit history, consent settings, and data-retention controls.
Feature details
Everything your team needs to coordinate care.
Client intake
Capture client information, household details, consent, eligibility, presenting needs, source, and required documents.
Assessments and screenings
Build configurable assessments, scores, risk indicators, needs categories, and reassessment schedules.
Case assignment and workload
Assign primary case managers, supporting staff, teams, supervisors, and caseload status.
Service plans and goals
Create client-centered goals, actions, services, target dates, review dates, and progress updates.
Case notes and timeline
Record structured or narrative notes, interactions, appointments, services, decisions, and follow-up.
Referrals
Manage internal and external referrals, partner organizations, status, appointments, documents, and outcomes.
Appointments and reminders
Schedule appointments, visits, check-ins, review meetings, and reminders for clients and staff.
Documents and consent
Store consent forms, releases, assessments, identification, plans, correspondence, and supporting files.
Alerts and safeguards
Configure risk flags, urgent needs, review deadlines, restricted information, and escalation workflows.
Case outcomes and reporting
Track services delivered, goal progress, case status, closure reasons, outcomes, and aggregate trends.
Product walkthrough
See it in action.
Placeholder captures below — swap each for an approved product screenshot before publishing.
Case dashboard
Client case record
Service plan and goals
Use cases
How nonprofit teams use it.
- Family support and community resource navigation.
- Housing stabilization and homelessness services.
- Food security, financial assistance, and benefits navigation.
- Youth, behavioral health, recovery, and wellness support.
- Immigrant, refugee, disability, senior, and survivor services.
One connected platform
Every case. Every service. Every next step — organized around the person you support.
More Good Together connects case management with the wider nonprofit relationship. With appropriate permissions, your organization can understand how clients participate in programs, receive services, attend events, communicate with staff, and progress toward outcomes — without maintaining isolated records in multiple systems.
Explore more of Run Your Mission
Organize every case around the person you support.
Give staff secure, connected case records from intake and assessment through services and outcomes.