Straight answer: this module isn't for you.
Written plainly: this module is not for you.
Case Management is beneficiary casework for frontline organizations distributing aid, and suppliers almost never run casework. It is documented here for completeness — the modules that matter to a supplier are Offers, matching, shipments and delivery confirmation.
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
Software vendors routinely imply every module suits every buyer, which wastes evaluation time.
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
A clear answer about scope, and a route to the three modules that do apply.
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 can serve humanitarian and disaster demand and want to be found at the moment of need.
Use something else when
You need tender management, e-procurement workflow or warehouse management.
Where to go next
Same module, different job. Start with the org hub if you are still scoping.
Questions
Why show a page for a module we do not need?
Because a supplier evaluating the platform deserves a straight answer about what does not apply. Casework belongs to your nonprofit and agency counterparties; you will spend your time in Offers, AI Match, Shipment and Deliveries.
Would we ever see case data?
No. Cases belong to the organization that opens them, and a supplier's view of the network is needs, offers, shipments and confirmations.
What does this cost a supplier?
Supplier pricing is by annual revenue tier, then per seat within that tier: $199/seat (Small Vendor, 1–10 seats), $499/seat (Regional Vendor, up to 25), $999/seat (National Vendor, up to 50) and $1,499/seat (Enterprise Vendor, up to 100), each with a matching monthly token allowance. Strategic Partner is by custom quote. The 30-day free trial requires no credit card, which is the cheapest way to see whether the demand on the network fits what you stock.
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.
Straight answer: this module isn't for you.
See Case Management on your own data.
Thirty-day free trial, no credit card. Pick your plan from the dashboard when you are ready.
Start Trial Now — no credit card required