Nonprofit Case
Management Resources
25k+ Clients Supported
Role-Based Permissions & Audit Trail
30+ Years Serving Nonprofits
SOFTWARE_NOTICE
New to case management?
Start with these essential resources.
What is Nonprofit Case Management?
Understand the basics, models, and best practices
Read the guide →5 Case Management Models for Nonprofits
Explore the most common models and when to use each.
Read the guide →How to Choose Case Management Software
A step-by-step guide to find the best fit for your organization.
Download the guide →Outgrowing Spreadsheets: Choosing the Right Case Management Solution
Watch this TechSoup webinar to learn how the right case management software can save time, improve client outcomes, and support your mission.
Tools & Templates
Practical case management resources to help you work smarter.
Guides
An in-depth guide to help you choose the right case management software for your programs.
The Ultimate Case Management Software Guide: 10 Must-Have Features
A comprehensive guide to help nonprofits evaluate and choose the best case management software.
Download GuideBlogs & Guides
Explore expert articles about nonprofit case management organized by topic so you can quickly find the guidance you need.
Foundations
Core concepts, models, and approaches behind effective nonprofit case management.
Compliance & Security
Guidance to help nonprofits manage risk, strengthen documentation, and support safer client care.
Workflows & Operations
Practical resources for improving documentation, reporting, intake, and day-to-day case management workflows.
Software & Systems
Articles to help nonprofits evaluate systems, understand software features, and choose the right technology.
See Sumac set up around your programs
Bring intake forms, case plans, case notes on a phone and reports for funders into one system. During implementation we set Sumac up around the way your team works.
Prices start at $179 a month.
4.8/5 from nonprofits just like yours
