The Case Management module turns your casework into compliance-ready impact documentation — automatically. No separate reporting step. No extra admin time.
Already a member? Sign in — you land directly on your Cases dashboard.
Auto
Impact reports
Full
Audit trail
Zero
Extra admin work
How It Works
From first contact to funder report — four steps.
Your team works the case. ImpactMatrix handles the documentation.
impactmatrix.com/match/dashboard/cases
New Case · IntakeOpen
Capture beneficiary details, needs assessment, and consent at first contact.
NameMaria G.
Household3 adults · 2 children
Primary NeedEmergency housing assistance
Intake ByJ. Okafor · Apr 29, 2025
What's Inside
Everything your casework team needs to serve and report.
Beneficiary Intake Forms
Structured intake forms capture every detail at first contact — demographics, needs assessment, and consent — ready for compliance from day one.
Case Progress Tracking
Move cases through your workflow stages — Open, Active, On Hold, Resolved — with full history of every action and status change.
Auto-Generated Impact Reports
ImpactMatrix compiles your case data into board-ready impact reports automatically — no spreadsheet exports, no manual formatting.
Compliance Documentation
Every intake, update, and outcome is logged with timestamps and user attribution — audit-ready records generated as a byproduct of daily work.
Team Assignment & Workload
Assign cases to team members or volunteers, set priorities, and monitor workload distribution so nothing slips through the cracks.
Outcome Analytics
Track resolution rates, time-to-close, and service delivery trends across your entire caseload — so your leadership always knows what's working.
Common Questions
Everything you need to know.
Case Management is available to all registered ImpactMatrix members. Admins can configure role-based access so caseworkers see only the cases assigned to them.
Yes. Beneficiary records are access-controlled and encrypted. Only authorised team members can view case details, and all access is logged for audit purposes.
Yes. Intake forms can be configured to match your organisation's specific intake requirements, compliance obligations, and reporting needs.
ImpactMatrix aggregates your case data — intakes, services delivered, outcomes — and generates formatted reports automatically. You can export them as PDF or share a live link with funders.
Ready to Track Impact
Your cases. Your impact. Documented.
Sign in to access your live Cases dashboard, or contact us to get your organisation onboarded.
