Count households, not pallets.
Connect the household record to the goods that reached it.
Case Management covers beneficiary, household and client cases for organizations distributing aid to people. AI Intake speeds the first conversation, and cases sit alongside Needs, Offers, Gifts in Kind and Deliveries so the people side connects to the goods side.
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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
The module in four moves. Button and tab names are the real ones.
Record a beneficiary, household or client at the point of service.
Cut the time the first conversation takes, especially with volunteer intake staff.
Answer what a household actually received, from the same platform.
Households served, not only pallets moved.
Pick your organization type
The feature is the same. What you do with it is not.
Nonprofits
Open household cases at the distribution site and tie them to confirmed deliveries.
Open the page →Foundations
Ask grantees for households-served numbers that come from records, not estimates.
Open the page →Government
Coordinate NGO casework alongside jurisdiction-wide distribution and reporting.
Open the page →Suppliers
Weak fit — suppliers rarely run casework. See shipments and deliveries instead.
Open the page →Business
Weak fit for CSR teams directly; your nonprofit partners use this side of the platform.
Open the page →Academia
Useful for campus-run direct-service programs and student clinical placements.
Open the page →Related modules
Every posted need travels the same path. Follow it forward or back.
Questions
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.
What is AI intake for cases?
AI Intake is assisted case intake that speeds up the first conversation at the point of service, so direct-service staff and volunteers spend less time on data entry when a line forms. The caseworker stays responsible for the record and every assistance decision.
Does this replace social-services case management software?
No. This module is scoped to beneficiary casework tied to aid distribution, not clinical records, benefits eligibility or HMIS-grade reporting. Organizations running long-term case management on a dedicated platform can keep it and use ImpactMatrix for goods, matching and delivery.
Can we report households served?
Yes, because cases and confirmed deliveries live in the same platform. That connection is what makes households-served reporting a query rather than a reconciliation exercise between two systems at the end of a grant period.
One platform. Every day your mission matters.
Count households, not pallets.
See Case Management on your own data.
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