Skip to content Nonprofit Case
Management Resources
25k+ Clients Supported
HIPAA & PIPEDA Compliant
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 and stay compliant.
AI Grant Writer for Nonprofits
Create stronger grant proposals with AI.
Case Notes Templates
Save time with ready-to-use templates.
The Ultimate HIPAA Compliance Checklist
Stay compliant and protect client data.
Case Management Process Map Creator
Improve your case management process.
Free Patient & Client Intake Form Template
Customizable intake form for nonprofits.
Guides
In-depth guides to help you choose the right case management software, protect client data, and build better 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 Guide
Free HIPAA Compliance Guide & Checklist for Nonprofits
Protect sensitive client information and reduce compliance risk with this step-by-step guide and checklist.
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.
Want to improve case management at your nonprofit?
Sumac helps you manage clients, cases, notes, tasks, and outcomes in one secure, easy-to-use system.
Case Management
Software by Societ
Secure & compliant
(HIPAA & PIPEDA)
Built for nonprofit
human services
Better insights.
Better outcomes.
