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With Sumac Case Portal
Sumac Case Portal is a sleek, new web app that allows caseworkers to manage clients, case notes, and meetings on the go.
Included FREE with Sumac Desktop
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Sumac Case Portal makes it easy to enter, update, and find information.
#1 Get Client Info At Your Fingertips
Caseworkers can quickly find a client's address, phone number, and case notes, so they're prepared for meetings.
#2 Record Case Notes From Anywhere
Caseworkers can record case notes on site, or upload an image of handwritten notes later to be automatically transcribed into the case record. This reduces admin time and improves the accuracy of client records.
#3 Schedule Reminders & Meetings On The Go
Caseworkers can also use the portal to schedule reminders and follow-up meetings with clients, helping ensure continuity and improve case management.
#4 Get Directions With Google Maps
Case Portal integrates with Google Maps, so caseworkers can quickly get directions to their meeting without switching between applications.
