The pallet isn't the point. The household is.
The pallet is not the point. The household is.
Case Management is beneficiary casework for frontline nonprofits: open cases for a person, household or client, use AI Intake to speed the first conversation, and keep the case next to the needs, offers and deliveries that serve it. Built for organizations whose work is people, not only inventory.
30-day free trial · ImpactVolunteer included · No credit card
What Case Management covers
Case Management in ImpactMatrix is casework for beneficiaries, households and clients, designed for frontline nonprofits that distribute aid to people. It includes AI Intake for cases and sits alongside Needs, Offers, Gifts in Kind and Deliveries so the record of a household is connected to the goods and services that reached it. It is scoped to aid-and-goods casework, not a full social-services clinical record system.
What you can do
What frontline teams do with it.
Record a beneficiary, household or client so the people you served exist as records rather than as tally marks on a clipboard at the distribution site.
Speed up the first conversation. Intake is where most direct-service capacity gets burned, especially when a line forms and half your intake staff are volunteers who arrived that morning.
Cases sit in the same platform as your Needs, claimed Gifts in Kind and confirmed Deliveries — so "what did this family actually receive" is answerable.
Funders increasingly ask how many households were served, not how many cases of water moved. Casework is where that number comes from.
How casework runs alongside distribution
Intake at the point of service
Open the case where the conversation happens — the distribution site, the shelter, the pantry line — using AI Intake to keep it short.
Attach the aid
Cases, needs, offers, claims and shipments live in one platform, so your team does not switch tools between the people side and the goods side.
Report both sides
Cases on one side, goods distributed on the other, in one platform.
Who this is for — and who it isn't
The problem
Frontline organizations run two disconnected records: a goods system that knows pallets and a case file that knows people. At the end of a response, nobody can say which households the pallets reached, which is exactly what the funder asks first.
What the platform does
Cases for beneficiaries, households and clients live in the same platform as the matching, shipments and deliveries, with AI Intake to cut the time the first conversation takes.
The artifact
A case record with its assessments, assignments, referrals and audit log, so people served are documented.
Scoped deliberately, and we'll say so plainly
This module is beneficiary casework tied to goods, events and distribution. It is not a clinical record system, a benefits-eligibility engine, or a full social-services case management suite with HMIS reporting. Organizations running long-term case management on a dedicated system should keep it; the fit here is direct-service teams who need people and goods in one place during and after a response.
Use ImpactMatrix when
Your team distributes aid to households and needs the people side connected to the goods side, without buying a second platform.
Use something else when
You need a clinical or HMIS-grade social-services record system with full eligibility workflows. Use a dedicated case management vendor for that and coordinate goods here.
Inside the product
Screenshot slots below. Captions are final copy — drop the real UI capture into each frame.
Where this sits in the chain
Every posted need travels the same path. Follow it forward or back.
Questions
What is case management in ImpactMatrix?
Case Management is beneficiary casework for frontline nonprofits, covering cases for a person, household or client. It includes AI Intake for cases and sits in the same platform as Needs, Offers, Gifts in Kind and Deliveries, so the household record connects to the goods that reached it.
What is AI Intake for nonprofit cases?
AI Intake is assisted case intake — it speeds up the first conversation with a beneficiary or household so direct-service staff and volunteers spend less time on data entry at the point of service. The caseworker remains responsible for the record and every decision about assistance.
Is this a replacement for 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 the goods, matching and delivery side.
Can we connect a case to the goods a household received?
Yes. Because claims, shipments and confirmed deliveries live in the same platform as cases, the distribution record and the household record are connected rather than kept in two systems. That's what makes households-served reporting possible without a reconciliation exercise.
Is Case Management available on the free trial?
Yes. The 30-day free trial requires no credit card and includes the platform's modules. Nonprofit plans afterwards are seat-based from $29.99 per month for a single user, with lower per-user rates on Growth, Community and Enterprise.
One platform. Every day your mission matters.
The pallet isn't the point. The household is.
Count households, not just pallets.
Casework in the same platform as the goods that serve it. Thirty days free, no credit card.
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