Report tonnage and households from the same system.
Beneficiary casework beside the distribution record.
Case Management covers beneficiary, household and client cases with AI Intake for organizations doing direct service. For an agency coordinating a response, it is where the people side connects to the goods side.
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
Jurisdictions can report tonnage and cannot report households, because goods and people sit in unconnected systems.
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 service records connected to confirmed deliveries.
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 own or support the volunteer-and-donations function for a jurisdiction.
Use something else when
You need incident management, damage assessment or official public alerting.
Where to go next
Same module, different job. Start with the org hub if you are still scoping.
Questions
Does this replace disaster case management?
No. Long-term recovery casework, eligibility determination and clinical records belong to dedicated systems. This is casework tied to aid distribution, which is the part usually reconstructed by hand after an event.
Who owns the case records?
The organization that opens them. Agencies coordinating multiple partners should set data-sharing expectations before an activation rather than during one.
How is this priced for a government agency?
Government plans are priced by population served, so the figure depends on your jurisdiction — contact sales for scoping. You can evaluate the platform first on the 30-day free trial, which needs no credit card and no procurement cycle.
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.
Report tonnage and households from the same system.
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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