Clicky

Efficient Programs with
Powerful Case Management

Drive greater impact and elevate client experiences with custom workflows, all-in-one case management, and seamless reporting

Custom solutions that are already optimized for your unique program workflows, case management & outcomes reporting requirements.

We have made it easy for you to make changes to your forms, dashboards, and create new forms and reports as your needs evolve.

With streamlined data collection and intelligence tools, generate robust and insightful impact reports that showcase program success metrics.

LiveImpact empowers nonprofits to scale their impact and be more efficient

Growth

  • Streamlined Data Collection

Mobile-ready forms and simplified intake options accelerate client registration. 

  • Enhanced Security

 Foster trust by securing client information with best-in-class encryption, fine grained access control and data versioning. 

  • Seamless Reporting

Robust reporting features help you showcase impact of your programs, inspiring funders to support your  mission.

Efficiency

  • Automated Workflows

Automated client intake and service workflows to save hours of administrative work.

  • Self-Serve Client Portals 

Empower clients to manage their information, submit forms, and register for services through a secure portal.

  • Simplified Data Management

Smart Grids enhance user efficiency with multiple productivity features like bulk updates and instant insights.

Built for Nonprofits

  • Intuitive Interface

Intuitive interface improves adoption, reduces training and empower all levels of users.

  • Personalized Onboarding

Nonprofit experts handhold you through a tailored setup, migration & training aligned with your unique workflows and reporting needs.

  • Real-Time Insights 

Stay informed with easy, real-time access and reports on Client Information, Activity, Case Notes, and Program Participation.

Smart Forms

Powerful forms capabilities to streamline your program workflows and outcomes reporting.

Easily build custom forms with a variety of custom field types, intuitive interface, unique and powerful features. Manage your client intake, service requests, surveys, assessments, attendance and more.

Easy to build & easy to maintain

Automatically create new client records

Manage complex intake scenarios

Automated email notifications

Collect documents with intake, service request forms.

Variety of custom fields and calculated fields

Limited forms to quickly capture details on-the-go

Services Tracking & Scheduling

Seamlessly schedule your clients, track their services and engage with them.

Robust and flexible tools to schedule and track client participation across programs, customized to meet the unique needs of nonprofits. Actionable dashboards to immediately see cases and client requests that need your attention.

Simplified data capture with smart forms

Embeddable registration calendars

Kiosk and mobile check-in for client services

Integrated emails & texting

Attendance tracking

Optimized workflows for your programs

Case Management

Deliver greater impact and enhance client experience with streamlined program workflows.

A nonprofit case management software that gives you a complete visibility of your client activity, track case notes, manage documents & applications, send assessment and survey forms, automate workflows and so much more.

Case notes tailored for your process

Custom goal and progress tracking

Seamlessly track client services & case history

Send surveys & assessments

Clients can submit documentation

Manage & track referrals

LiveImpact AI Advantage

Enhance your mission with private and secure AI capabilities built into the platform. Out-of-the-box features include Decision Support, AI Chat, and AI Smart Search.

Transform fundraising with AI driven insights

Co-intelligence assistant to empower your teams

Boost efficiency with intelligent automation

Enrich user journey through personalized content

See the Difference Yourself

Schedule a demo to see your own use cases and workflows in action, evaluate with confidence!

Security & Access

Worry no more about safeguarding your client data, insecure systems and data backups.

Robust cloud infrastructure, encryption and fine grain access control to ensure your data is safe, secure and available at all times.

Encryption both while at rest and in transit.

System activity logging

Fine grain access control

Multifactor authentication

Automatic log off

Best-in-class reliability and security of AWS

Outcomes Reporting

With all your clients demographics and programs data in one place, demonstrating impact has never been easier.

LiveImpact drives your organization towards a data driven decision making and generate powerful insights that help you deliver greater impact.

Client demographics reports

Custom goal and progress tracking

Seamlessly track client services & case history

Send surveys & assessments

Clients can submit documentation

Manage & track referrals

How Our
Onboarding Works

We handhold you through the onboarding process, ensuring a smooth transition, high-quality data, and the tools you need for long-term success.

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Seamless Account
Setup

We work with you to understand your unique needs, configure a tailored account, and integrate your systems to ensure a smooth transition and optimal functionality.

Quality Data
Import

Our team organizes, cleans, and imports your data from multiple sources, ensuring accuracy and setting up a reliable foundation for data-driven decision-making.

Comprehensive
Training

We offer diverse training sessions, tutorials, and ongoing support, empowering your team with the skills and confidence to maximize the platform’s potential.

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