Ask for people served and get a number with records behind it.
Ask for people served, and get a number with records behind it.
Case Management covers beneficiary, household and client cases with AI Intake, sitting alongside the goods records. For a funder that means households-served figures come from casework connected to confirmed deliveries rather than from an estimate.
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 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
Funders ask how many households were served and receive a number nobody can reconstruct or verify.
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
Households-served figures traceable to the deliveries 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 fund or convene organizations and want visibility into what they need plus evidence of what moved.
Use something else when
You need application intake, review scoring or payment scheduling — that stays in your grants system.
Where to go next
Same module, different job. Start with the org hub if you are still scoping.
Questions
Should we ask grantees to use this?
Only where casework and goods genuinely intersect. Organizations already running a dedicated case management platform should keep it — asking them to migrate clinical or eligibility casework would be a bad trade for both of you.
Is beneficiary data visible to a funder?
Cases belong to the organization that opened them. Treat aggregate reporting, not case-level access, as the norm, and agree what is shared with grantees explicitly.
What does this cost a foundation?
Foundation plans use the same seat structure as nonprofit plans: $29.99 per month for a single user, then $24.99, $19.99 or $14.99 per user on Growth, Community and Enterprise. Thirty-day free trial, no credit card, ImpactVolunteer included.
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.
Ask for people served and get a number with records behind it.
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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