Transform Case Management With Sumac Case Portal

Case Portal is a sleek, new web app that allows caseworkers to manage clients, case notes, and meetings on the go.

Designed for human & social services 🫶
Included FREE with Sumac Case Management Desktop

Why Caseworkers Love Case Portal

Case Management Portal

#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. 

Case Management Portal

#2 Record Case Notes From Anywhere

Caseworkers can record case notes on site while the meeting is still fresh in their minds, saving time and improving the quality of client records.

Case Management Portal

#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.

Case Portal Google Maps

#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.

Client Intake Forms

#5 Create Client Intake Forms

Case Portal can also be used to create public-facing client intake forms in a few clicks, so accepting new clients is totally seamless and streamlined.

Get Case Portal Today

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