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Transforming Social Impact Programs with AI Built for Nonprofits.

Powerful, Affordable Case Management Software

Effortlessly track clients, manage programs, and report on outcomes. Advanced features without the complexity or cost.

No two case management programs are the same. LiveImpact is built around your nonprofit's unique programs, workflows, and reporting requirements.

Utilizing LiveImpact is intuitive and straightforward, with no need for an IT expert on your team. Easily create your own forms, fields, dashboards, and reports as your needs evolve.

Finally gain trust in your data. With all of your client and program data in one place, you can instantly generate funder-ready impact reports. Built-in data validation and duplicate checks mean you can always trust your numbers. 

A dashboard of easy to use case management software for nonprofits

Trusted and Loved by
Nonprofit users

Serving our Nonprofit Community for over 10 Years

G2 Medal Award showcasing LiveImpact as the highest performer in winter of 2025
G2 Medal Award showcasing LiveImpact as the best support in the nonprofit software category in winter of 2025

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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Personalized Account
Setup

We work with you to understand your unique needs, configure a tailored account, and integrate your systems for a setup that fits your workflows right out of the gate.

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.

Nonprofit case management software showing a youth program parent consent form on laptop and a service needs request form on tablet

Smart Forms

Powerful, flexible form capabilities to streamline your program workflows, data collection and impact reporting.

Easily manage your client intake, service requests, referrals, surveys, program assessments, attendance, and more.

Conditional logic simplifies and shortens complex, bulky forms

Automated email notifications reduce manual follow-up

Handle complex intake scenarios with ease, including family & household intake

Forms automatically create new client records or update existing ones

Collect documents with intake and applications

Easily embeddable on your website or shared via email

Services Tracking & Client Scheduling

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

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

Embeddable registration calendars

Kiosk and mobile check-in for client services

Integrated emails & texting

Attendance tracking

Optimized workflows for your programs

LiveImpact's client scheduling and service tracking tool
A display of outcome reports in nonprofit case management software

Outcomes Reporting

With all your client and program data in one place, demonstrating impact has never been easier.

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

Pre-built and saved reports eliminate redundant work

Drag and drop chart and pivot table builder

Seamlessly track client services & case history

Client demographic breakdowns and segment analysis

Track client progress over time through all programs

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 your programs with AI driven insights

Co-intelligence assistant empowers your teams

Boost efficiency with intelligent automation

Enrich user journey through personalized content

AI-powered nonprofit case management software

See the Difference Yourself

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

LiveImpact platform being used by nonprofit organizations
An advanced platform for seamless case management

Nonprofit Case Management

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

Best-in-class nonprofit case management software that gives you a complete visibility into your client activity. Track case notes, manage documents & applications, send client assessment and survey forms, automate workflows and so much more.

Case notes tailored for your process

Custom goal and progress tracking

Send consent forms, surveys & client assessments

Clients can easily submit their own documentation

Manage & track referrals from partners

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

HIPAA compliance available

System activity logging

Fine grain access control

Multifactor authentication

Automatic log off

Best-in-class reliability and security of AWS

LiveImpact showcasing its robust security and access control features for its users
Smart search helping users learn more about how LiveImpact AI helps
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Beneficiaries Served
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Funds Managed
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Donors Managed
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LiveImpact empowers nonprofits to scale their impact and be more efficient

Growth

  • Streamlined Data Collection

Mobile-ready forms and simplified intake options to accelerate program 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.

Frequently Asked Questions

Start with your reporting requirements, specifically what your funders need to see. Then evaluate whether the platform can handle your intake workflows without custom development. Key factors: customization without IT staff, pricing model (per-user vs. flat-rate), data migration support, and whether funder-ready reports are built in or bolted on. See how LiveImpact approaches this.

 

A nonprofit CRM tracks donors, giving history, and fundraising. Case management software tracks clients, services, program outcomes, and funder reporting. Many nonprofits need both, which is why platforms like LiveImpact combine them in a single system. Separate tools mean manually reconciling data between them, creating reporting errors and wasting staff time.

Yes. LiveImpact combines case management, donor management, fundraising, and grant tracking in a single platform. Client service data, donor records, and program outcomes live in the same system, so funder reports don’t require pulling data from multiple places. That’s the core reason nonprofits consolidate onto an all-in-one platform rather than managing separate tools. See pricing.

Most platforms charge either per user or by feature set. Per-user pricing grows expensive as your team scales. Feature-based pricing is more predictable: smaller nonprofits typically start around $350/month, with larger multi-program organizations ranging from $1,000-$2,000/month. LiveImpact uses flat feature-based pricing with no per-user fees. Full pricing details here.

HIPAA compliance is essential for organizations managing health-related client data, including mental health, substance abuse, and community health programs. LiveImpact offers HIPAA-compliant configurations with encryption at rest and in transit, fine-grained access controls, multi-factor authentication, and automatic logoff.

Yes. LiveImpact handles multi-person intake through a single form, automatically creating linked records for each household member. You can track services each individual receives, view families as a unit or individually, and report on either level. Consent forms, documents, and case notes attach to each person’s record independently.

LiveImpact keeps all client data, service records, and program outcomes in one system, so funder reports pull directly from your live data rather than spreadsheets pieced together at deadline. Pre-built and saved reports eliminate redundant work across grant cycles. Demographic breakdowns, service summaries, and client progress tracking are available instantly. See it in action.