Powerful Features for
Modern Case Management
Everything you need in one platform. No consultants required.
AI-Powered Case Notes
Transform hours of documentation into minutes of review. Our AI agents listen to sessions (with client consent), transcribe conversations, and generate structured case notes that meet compliance requirements.
- Automatic transcription and summarization
- Identifies key themes and action items
- Flag potential safety concerns
- Format to your organizational templates
Client Portal
The only case management system that puts clients in control of their own information. Clients submit documents, log activities, and track progress through an intuitive mobile-first portal.
- Mobile-optimized for any device
- Self-service document uploads
- Track meeting attendance and requirements
- See their progress in real-time
Compliance & Security
Built from day one with HIPAA and 42 CFR Part 2 compliance as core architectural principles. No workarounds, no compromises, no compromises.
- 42 CFR Part 2 compliant by design
- HIPAA compliant infrastructure
- Granular consent management
- Immutable audit trails
Grant & Program Tracking
Finally answer 'Which grant paid for what?' Track grants, link them to programs, assign services to specific funding sources, and generate funder reports automatically.
- Multi-grant tracking per program
- Automatic service allocation
- Real-time compliance monitoring
- One-click funder reports
Reporting & Analytics
Powerful analytics without the complexity. Real-time data, intuitive report builder, and pre-built templates for common nonprofit reporting needs.
- Real-time data (no overnight syncs)
- Drag-and-drop report builder
- Outcomes-focused templates
- Export to Excel, PDF, CSV
Intelligent Intake
24/7 AI-powered intake specialist that gathers essential information, assesses needs, and routes cases to the appropriate staff member with a complete summary.
- Conversational interface
- Context-aware questioning
- Automated triage and routing
- Complete case summary on arrival
Ready to See It in Action?
Schedule a personalized demo to see how Clarity can transform your case management.
Request a Demo