Placements that record what people received, not attendance.
For campus-run direct service, and for teaching intake.
Case Management covers beneficiary, household and client cases with AI Intake \u2014 relevant to institutions running their own direct-service programmes, clinics or student placements alongside community distribution.
30-day free trial · ImpactVolunteer included · No credit card
What Case Management is
Case Management in ImpactMatrix is casework for beneficiaries, households and clients, built for frontline organizations distributing aid. It includes AI Intake for cases and sits in the same platform as Needs, Offers, Gifts in Kind and Deliveries, so people and goods are handled in one platform. It is scoped to aid-and-goods casework rather than clinical records or benefits eligibility.
What you can do
Real button and tab names \u2014 the module is the same for everyone; what you do with it is not.
Record a beneficiary, household or client at the point of service.
Cut the time the first conversation takes, especially with volunteer intake staff.
Move a case through Intake, Assessment, Active, Pending, Resolved and Closed, with priority from Low to Critical and tiers 1 to 4.
Log assessments, assign your team, refer to partner organizations, and keep an audit log of every change.
Why this matters for your organization type
The problem
Campus service programmes record attendance and rarely record what participants actually received.
What the platform does
It includes AI Intake for cases and sits in the same platform as Needs, Offers, Gifts in Kind and Deliveries, so people and goods are handled in one platform. It is scoped to aid-and-goods casework rather than clinical records or benefits eligibility.
What you walk away with
Household-level records for campus-run programmes, connected to the goods that served them.
Scoped deliberately, and we say so
This is beneficiary casework tied to goods, events and distribution. It is not a clinical record system, a benefits-eligibility engine or an HMIS-grade suite. Organizations running long-term case management on a dedicated platform should keep it and coordinate goods here.
Use ImpactMatrix when
You have campus surplus, student capacity or preparedness work to resource.
Use something else when
You need curriculum delivery, attendance or student information management.
Where to go next
Same module, different job. Start with the org hub if you are still scoping.
Questions
Is this suitable for student placements?
For aid-distribution casework, yes, on seats from your allotment. It is not a clinical training system and holds no clinical records, so placements involving patient data need the appropriate dedicated system.
What about student privacy and FERPA-scoped records?
Do not put student education records here. This is beneficiary casework for aid recipients; your student information system remains the place for anything about students themselves.
What does this cost a campus?
Academia shares the business plan catalog and is priced per seat: $9.99/seat up to 100 seats, $5.00/seat up to 500, $2.00/seat up to 2,500 and $1.00/seat up to 10,000, with the largest institutions by custom quote. Every seat is invitable, and you invite students and staff from your seat allotment. The 30-day free trial requires no credit card, and ImpactVolunteer is included with every subscription.
What is case management for in-kind aid?
It is casework that records the people served — beneficiaries, households, clients — and connects them to the goods and services delivered to them. In ImpactMatrix, cases include AI Intake and sit alongside Needs, Offers, Gifts in Kind and Deliveries in the same platform.
One platform. Every day your mission matters.
Placements that record what people received, not attendance.
See Case Management on your own data.
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