Your partners run this. Your board reads the output.
Your nonprofit partners run this. You benefit from the output.
Case Management is beneficiary casework for the organizations distributing what you donate. A CSR team does not operate it, but the households-served reporting that comes out of it is the number your board actually wants.
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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 a household record connects to the goods that reached it. It is scoped to aid-and-goods casework rather than clinical records or benefits eligibility.
What you can do
Real button and tab names — 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
Corporate impact reporting counts pallets donated because households served was never measurable.
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
Partner reporting that counts households, not just units shipped.
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 contribute goods, capacity or employee time and need documentation you can report on.
Use something else when
You need payroll giving, matching-gift automation or grants administration.
Where to go next
Same module, different job. Start with the org hub if you are still scoping.
Questions
Can we see how many households our donation reached?
Only if the receiving organization runs casework and chooses to report it. What the platform guarantees you is the confirmed delivery and the receipt; household-level outcomes come from the partner, which is the right place for them to come from.
Should we require partners to use this?
Requiring a system change as a condition of a donation rarely ends well. Confirmed delivery is a reasonable expectation; casework methodology should stay the partner's decision.
What does this cost a business?
Business plans are 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 Fortune 1000 by custom quote. Every seat is invitable — none is reserved for the admin — and you invite employees from your seat allotment. Start with the 30-day free trial — no credit card — and confirm the tier that fits your programme before committing.
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.
Your partners run this. Your board reads the output.
See Case Management on your own data.
Thirty-day free trial, no credit card. Pick your plan from the dashboard when you are ready.
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