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Social Work Case Management Software

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CharityTracker logo
4.5
1K

Affordable, Cloud-Based, Case Management Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.5
Pros and Cons from CharityTracker users   
avatar
avatar
avatar
+15
Charity Tracker has been a great asset to our non profit organization. I have recommended it to other facilities with similar programs.
Some of the features are blurry and look oldschool.
I like the barcode scanner component, it makes it really easy to find clients. I also like the way it integrates with all of the other charities in the community and helps us coordinate.
I am a mobile connoisseur and primary use a phone for most things. It is very annoying scrolling and resizing pages to read each part.
I like the ability to be able to track my events, the mobile access, and the ease of use and functionality.
No- I think we get what we need out of the software.
I really like how affordable to use it and it is very user friendly.
Once in a while the search will start acting up in strange ways. Sometimes the search won't have things pop up even though it should.
Overall, it is a great product for donor database, and can really help the efficiency of the organization.
CharityTracker was very easy for me to use and is very handy to have when I need to look up resources for others. The Support Team is the greatest.
One great thing is we can edit the patrons information easily. It connects with other like charity organizations in our area.
It made the donation site my company situp go so smooth and easy. They want to help assist people in paying their bills.
The organization has been able to help hundreds of families and been able to know which families have already been assisted and who we need to help next.
Very well organized with a clean and easy-to-learn user interface. Helps our collaboration with partner facilities co-managing clients/patients.
Great Software and the Awesome Price is a BONUS.
I like that this software is easy to navigate. I can easily find what I am looking for when using this software.
Overal Charity Tracker is a really good product for low budgets.
I would say I wish others in the community jumped on board. I have seen the needs of others posted on the boards and I'm able to put a word out as well.
Charity Tracker has been a great asset to our non profit organization. I have recommended it to other facilities with similar programs.
Some of the features are blurry and look oldschool.
I like the barcode scanner component, it makes it really easy to find clients. I also like the way it integrates with all of the other charities in the community and helps us coordinate.
I am a mobile connoisseur and primary use a phone for most things. It is very annoying scrolling and resizing pages to read each part.
I like the ability to be able to track my events, the mobile access, and the ease of use and functionality.
No- I think we get what we need out of the software.
I really like how affordable to use it and it is very user friendly.
Once in a while the search will start acting up in strange ways. Sometimes the search won't have things pop up even though it should.
Overall, it is a great product for donor database, and can really help the efficiency of the organization.
CharityTracker was very easy for me to use and is very handy to have when I need to look up resources for others. The Support Team is the greatest.
One great thing is we can edit the patrons information easily. It connects with other like charity organizations in our area.
It made the donation site my company situp go so smooth and easy. They want to help assist people in paying their bills.
The organization has been able to help hundreds of families and been able to know which families have already been assisted and who we need to help next.
Very well organized with a clean and easy-to-learn user interface. Helps our collaboration with partner facilities co-managing clients/patients.
Great Software and the Awesome Price is a BONUS.
I like that this software is easy to navigate. I can easily find what I am looking for when using this software.
Overal Charity Tracker is a really good product for low budgets.
I would say I wish others in the community jumped on board. I have seen the needs of others posted on the boards and I'm able to put a word out as well.
Charity Tracker has been a great asset to our non profit organization. I have recommended it to other facilities with similar programs.
Some of the features are blurry and look oldschool.
I like the barcode scanner component, it makes it really easy to find clients. I also like the way it integrates with all of the other charities in the community and helps us coordinate.
I am a mobile connoisseur and primary use a phone for most things. It is very annoying scrolling and resizing pages to read each part.
I like the ability to be able to track my events, the mobile access, and the ease of use and functionality.
No- I think we get what we need out of the software.
I really like how affordable to use it and it is very user friendly.
Once in a while the search will start acting up in strange ways. Sometimes the search won't have things pop up even though it should.
Overall, it is a great product for donor database, and can really help the efficiency of the organization.
CharityTracker was very easy for me to use and is very handy to have when I need to look up resources for others. The Support Team is the greatest.
One great thing is we can edit the patrons information easily. It connects with other like charity organizations in our area.
It made the donation site my company situp go so smooth and easy. They want to help assist people in paying their bills.
The organization has been able to help hundreds of families and been able to know which families have already been assisted and who we need to help next.
Very well organized with a clean and easy-to-learn user interface. Helps our collaboration with partner facilities co-managing clients/patients.
Great Software and the Awesome Price is a BONUS.
I like that this software is easy to navigate. I can easily find what I am looking for when using this software.
Overal Charity Tracker is a really good product for low budgets.
I would say I wish others in the community jumped on board. I have seen the needs of others posted on the boards and I'm able to put a word out as well.
Community CareLink logo
4.4
31

Case management software - from intake to impact.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.2
    Features
    4.4
    Customer support
    4.9
Pros and Cons from Community CareLink users   
+11
Super effective and Easy to use. The staff is fantastic, and they are always asking us if we need any assistance.
Some reporting issues and we’re still fixing mistakes.
Being able to offer more services to our clients than we ever have before. The population we serve definitely benefits from our improved services because of our use of Comunity Care Link.
We have fixed many problems as far as documentation.
The staff was super helpful in getting us started and acclimated to the software. It was very easy to maneuver and not overwhelming.
At first glance it appears tough to navigate due to the multiple steps included to complete a task.
Community Care Link has successfully provided a way for Amethyst Place to securely and appropriately document every service we provide to clients.
My dashboard and the share can be difficult to navigate.
Our work is so much more streamline and accessible for our team. I am a social worker and an administrator at my agency and CCL has been wonderful for both roles.
I have only been working with Community Care Link for a couple months. I love how simple and easy the system is to utilize.
It has been a great way to be able to track all of our different programing and really be able to see the participation numbers and progress of the participants.
If we ever had an issue the team was quick to respond and help us immediately. I am so happy we picked this software over the other options.
I like the ability to send referrals to different agencies and the availability of the staff when encountering issues.
The best feature is how user friendly the system is.
Super effective and Easy to use. The staff is fantastic, and they are always asking us if we need any assistance.
Some reporting issues and we’re still fixing mistakes.
Being able to offer more services to our clients than we ever have before. The population we serve definitely benefits from our improved services because of our use of Comunity Care Link.
We have fixed many problems as far as documentation.
The staff was super helpful in getting us started and acclimated to the software. It was very easy to maneuver and not overwhelming.
At first glance it appears tough to navigate due to the multiple steps included to complete a task.
Community Care Link has successfully provided a way for Amethyst Place to securely and appropriately document every service we provide to clients.
My dashboard and the share can be difficult to navigate.
Our work is so much more streamline and accessible for our team. I am a social worker and an administrator at my agency and CCL has been wonderful for both roles.
I have only been working with Community Care Link for a couple months. I love how simple and easy the system is to utilize.
It has been a great way to be able to track all of our different programing and really be able to see the participation numbers and progress of the participants.
If we ever had an issue the team was quick to respond and help us immediately. I am so happy we picked this software over the other options.
I like the ability to send referrals to different agencies and the availability of the staff when encountering issues.
The best feature is how user friendly the system is.
Super effective and Easy to use. The staff is fantastic, and they are always asking us if we need any assistance.
Some reporting issues and we’re still fixing mistakes.
Being able to offer more services to our clients than we ever have before. The population we serve definitely benefits from our improved services because of our use of Comunity Care Link.
We have fixed many problems as far as documentation.
The staff was super helpful in getting us started and acclimated to the software. It was very easy to maneuver and not overwhelming.
At first glance it appears tough to navigate due to the multiple steps included to complete a task.
Community Care Link has successfully provided a way for Amethyst Place to securely and appropriately document every service we provide to clients.
My dashboard and the share can be difficult to navigate.
Our work is so much more streamline and accessible for our team. I am a social worker and an administrator at my agency and CCL has been wonderful for both roles.
I have only been working with Community Care Link for a couple months. I love how simple and easy the system is to utilize.
It has been a great way to be able to track all of our different programing and really be able to see the participation numbers and progress of the participants.
If we ever had an issue the team was quick to respond and help us immediately. I am so happy we picked this software over the other options.
I like the ability to send referrals to different agencies and the availability of the staff when encountering issues.
The best feature is how user friendly the system is.
Casebook logo
4.1
67

Configurable Human & Social Services Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    3.7
    Features
    3.8
    Customer support
    4.3
Pros and Cons from Casebook users   
+13
I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes.
This was a horrible experience and a waste of thousands of dollars.
We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.
Much of the implementation is left up to the customer to read and learn on their own. It is confusing from an operational workflow perspective to enter intakes, people and cases all separately.
The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.
The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there.
Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.
Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.
In the past we were utilizing paper files. It is a great benefit to have when enduring situations such as the current pandemic, where staff have to work remotely from home.
The limited customization options and features.
It is fantastic to have all information captured electronically.
We learned this the hard way a few months in. Other con was the lag/load time.
I like how detailed it is. It captures all the necessary and important information needed from each client.
We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.
I like to drop down boxes for ease of use when searching for clients.
It was very easy to integrate Casebook into our organization.
I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes.
This was a horrible experience and a waste of thousands of dollars.
We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.
Much of the implementation is left up to the customer to read and learn on their own. It is confusing from an operational workflow perspective to enter intakes, people and cases all separately.
The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.
The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there.
Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.
Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.
In the past we were utilizing paper files. It is a great benefit to have when enduring situations such as the current pandemic, where staff have to work remotely from home.
The limited customization options and features.
It is fantastic to have all information captured electronically.
We learned this the hard way a few months in. Other con was the lag/load time.
I like how detailed it is. It captures all the necessary and important information needed from each client.
We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.
I like to drop down boxes for ease of use when searching for clients.
It was very easy to integrate Casebook into our organization.
I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes.
This was a horrible experience and a waste of thousands of dollars.
We have had a wonderful experience from our first interaction with the team at Casebook. We highly recommend this platform for anyone that wants ease of use and superb customer service and support.
Much of the implementation is left up to the customer to read and learn on their own. It is confusing from an operational workflow perspective to enter intakes, people and cases all separately.
The easy-to-create forms, the customization and excellent customer service (thanks, [sensitive content hidden]) has made our integration into Casebook a more positive one.
The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there.
Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic.
Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now.
In the past we were utilizing paper files. It is a great benefit to have when enduring situations such as the current pandemic, where staff have to work remotely from home.
The limited customization options and features.
It is fantastic to have all information captured electronically.
We learned this the hard way a few months in. Other con was the lag/load time.
I like how detailed it is. It captures all the necessary and important information needed from each client.
We have appreciated the staff that has been onboarding us and helping us to go live as we navigate the system.
I like to drop down boxes for ease of use when searching for clients.
It was very easy to integrate Casebook into our organization.
Collaborate logo
4.5
19

Case management software for social service organizations

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.3
    Features
    4.4
    Customer support
    4.7
Pros and Cons from Collaborate users   
+10
I love that Collaborate is always coming out with new updates that all users can enjoy. Collaborate staff are also amazing to work with.
I dislike siloed the product is in our state. This is more of a network challenge.
They are friendly, responsive, and extremely quick to answer any question or resolve any issue.
The layout of the case notes can make it difficult to search and/or review a case for specific information.
Collaborate is a wonderful partner in our work to bring equitable case management abilities to all centers in our state.
Seriously I have never asked for something I was not helped with.
Customer support is excellent. Reporting is easy and straight forward.
I like the ease of the intakes. Once a report is made, it works well.
Collaborate has allowed for better and consistent documentation and staff have found the system easy to use.
Overall, our experience with Collabroarte has been positive.
Overall, I like the program, the customer service and the results we have been receiving for our agency.
This software is a powerful tool through which to manage and track cases and related documents.
It is easy to use since it is web based and can be used at any location. It is easy to extract service and client data for our various needs.
I love that Collaborate is always coming out with new updates that all users can enjoy. Collaborate staff are also amazing to work with.
I dislike siloed the product is in our state. This is more of a network challenge.
They are friendly, responsive, and extremely quick to answer any question or resolve any issue.
The layout of the case notes can make it difficult to search and/or review a case for specific information.
Collaborate is a wonderful partner in our work to bring equitable case management abilities to all centers in our state.
Seriously I have never asked for something I was not helped with.
Customer support is excellent. Reporting is easy and straight forward.
I like the ease of the intakes. Once a report is made, it works well.
Collaborate has allowed for better and consistent documentation and staff have found the system easy to use.
Overall, our experience with Collabroarte has been positive.
Overall, I like the program, the customer service and the results we have been receiving for our agency.
This software is a powerful tool through which to manage and track cases and related documents.
It is easy to use since it is web based and can be used at any location. It is easy to extract service and client data for our various needs.
I love that Collaborate is always coming out with new updates that all users can enjoy. Collaborate staff are also amazing to work with.
I dislike siloed the product is in our state. This is more of a network challenge.
They are friendly, responsive, and extremely quick to answer any question or resolve any issue.
The layout of the case notes can make it difficult to search and/or review a case for specific information.
Collaborate is a wonderful partner in our work to bring equitable case management abilities to all centers in our state.
Seriously I have never asked for something I was not helped with.
Customer support is excellent. Reporting is easy and straight forward.
I like the ease of the intakes. Once a report is made, it works well.
Collaborate has allowed for better and consistent documentation and staff have found the system easy to use.
Overall, our experience with Collabroarte has been positive.
Overall, I like the program, the customer service and the results we have been receiving for our agency.
This software is a powerful tool through which to manage and track cases and related documents.
It is easy to use since it is web based and can be used at any location. It is easy to extract service and client data for our various needs.
NewOrg logo
4.7
39

Online data management solutions for nonprofit organizations

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.5
    Features
    4.7
    Customer support
    4.9
Pros and Cons from NewOrg users   
+15
One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database.
Any time that they have been unable to deliver something it has been because of a technical limitation of the software.
I was extremally pleased with the process. The support tech was extremely knowledgeable about the needs of my agency and was able to give great advise on how to make improvements.
For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.
Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team.
Some reports take a long time to run. Some of the reports are not named well.
My experience has been excellent. Helpful and knowledgeable staff.
Certain fields are not able to save historical information so data is lost when the fields are updated.
The best solution for us at the moment in our price range. As we grow we'll begin looking for something a bit more robust at a higher price.
We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed.
The platform is intuitive. We are a small, yet very busy office so it was important for us to have a system that we could integrate seamlessly.
Quick response time when requesting changes or additions to our reports. The Support person I deal with has always been very helpful and friendly.
We receive support from this team that never existed before, and for that I am deeply grateful.
Excellent customer service and technical support.
I will recomend it for your implementation and use, is a user friendly enviroment.
We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze.
This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO.
We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies.
One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database.
Any time that they have been unable to deliver something it has been because of a technical limitation of the software.
I was extremally pleased with the process. The support tech was extremely knowledgeable about the needs of my agency and was able to give great advise on how to make improvements.
For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.
Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team.
Some reports take a long time to run. Some of the reports are not named well.
My experience has been excellent. Helpful and knowledgeable staff.
Certain fields are not able to save historical information so data is lost when the fields are updated.
The best solution for us at the moment in our price range. As we grow we'll begin looking for something a bit more robust at a higher price.
We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed.
The platform is intuitive. We are a small, yet very busy office so it was important for us to have a system that we could integrate seamlessly.
Quick response time when requesting changes or additions to our reports. The Support person I deal with has always been very helpful and friendly.
We receive support from this team that never existed before, and for that I am deeply grateful.
Excellent customer service and technical support.
I will recomend it for your implementation and use, is a user friendly enviroment.
We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze.
This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO.
We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies.
One of the best things we like about NewOrg is that it is easy to access information. NewOrg affords our agency the ability to organize all program data in one database.
Any time that they have been unable to deliver something it has been because of a technical limitation of the software.
I was extremally pleased with the process. The support tech was extremely knowledgeable about the needs of my agency and was able to give great advise on how to make improvements.
For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless.
Overall we love NewOrg, its capabilities and features. We especially appreciate the NewOrg Support Team.
Some reports take a long time to run. Some of the reports are not named well.
My experience has been excellent. Helpful and knowledgeable staff.
Certain fields are not able to save historical information so data is lost when the fields are updated.
The best solution for us at the moment in our price range. As we grow we'll begin looking for something a bit more robust at a higher price.
We love the system and recommend it to others who need to capture complex data. Their implementation and design team is unsurpassed.
The platform is intuitive. We are a small, yet very busy office so it was important for us to have a system that we could integrate seamlessly.
Quick response time when requesting changes or additions to our reports. The Support person I deal with has always been very helpful and friendly.
We receive support from this team that never existed before, and for that I am deeply grateful.
Excellent customer service and technical support.
I will recomend it for your implementation and use, is a user friendly enviroment.
We interface with the system everyday, and we appreciate how much we can categorically organize and store information, which makes generating reports a breeze.
This isn't the best NGO management software out there, but it is definitely the best option at it's pricing tier. It enables overall management of the many moving parts of an NGO.
We also input numerous other types of constituents. The integrated eCommunications module is a key to our success in keeping in contact with all of our constituencies.
Foothold logo
4.5
39

Human services software for behavioral health and I/DD.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.3
    Customer support
    4.7
Pros and Cons from Foothold users   
avatar
avatar
avatar
+13
The Foothold/AWARDS staff are responsive and great to work with. Overall ease of use is great.
The inability to have interoperability with the NJ Depart of Human Services Department of Developmental Disabilities, and more specifically with the iRecord system.
Overall I have enjoyed my experience with Awards in the last 5 and a half years. I have a great senior project manager who can always answer my questions and help me with anything.
Tickler messages are sent to each staff warning them of upcoming service plans or other assessments that are due for clients on their caseload.
The support team at Foothold is very responsive and helpful. The system is pretty user friendly as well and the reporting feature is fantastic.
Understanding that our services are vast, there was hesitation to think that we would find a system that would meet all of our regulatory and oversight needs.
Our implementation specialist was wonderful in working with us to develop forms and adjust processes to work within AWARDS.
Although the site is accessible from a mobile device, it is difficult to navigate the site on a small mobile devices while in the field.
The software is very user friendly in a point and click capacity for staff. As an administrator I like the ability to customize my reports and build forms that I need for my programs.
AWARDS has been a great case management system for my organization.
Customer support has been excellent. Between the Helpdesk staff and our monthly meetings with our Foothold analyst we are usually able to resolve things quickly.
I would recommend Awards to any social service agency that wants to build a relationship with their EHR vendor and work closely with them over the years.
It is fair to state that AWARDS meets these needs and expectations. The system is customizable in many ways.
RSS has been a customer of Foothold Technology since 2008. Foothold delivers an efficient and cost effective product for a variety of program types.
Due to the success we experienced throughout the first three years with AWARDS, we chose to increase the use of the system by implementing the billing builder feature.
Foothold technologies pushed AWARDS to keep up with those requirements at a reasonable cost.
The Foothold/AWARDS staff are responsive and great to work with. Overall ease of use is great.
The inability to have interoperability with the NJ Depart of Human Services Department of Developmental Disabilities, and more specifically with the iRecord system.
Overall I have enjoyed my experience with Awards in the last 5 and a half years. I have a great senior project manager who can always answer my questions and help me with anything.
Tickler messages are sent to each staff warning them of upcoming service plans or other assessments that are due for clients on their caseload.
The support team at Foothold is very responsive and helpful. The system is pretty user friendly as well and the reporting feature is fantastic.
Understanding that our services are vast, there was hesitation to think that we would find a system that would meet all of our regulatory and oversight needs.
Our implementation specialist was wonderful in working with us to develop forms and adjust processes to work within AWARDS.
Although the site is accessible from a mobile device, it is difficult to navigate the site on a small mobile devices while in the field.
The software is very user friendly in a point and click capacity for staff. As an administrator I like the ability to customize my reports and build forms that I need for my programs.
AWARDS has been a great case management system for my organization.
Customer support has been excellent. Between the Helpdesk staff and our monthly meetings with our Foothold analyst we are usually able to resolve things quickly.
I would recommend Awards to any social service agency that wants to build a relationship with their EHR vendor and work closely with them over the years.
It is fair to state that AWARDS meets these needs and expectations. The system is customizable in many ways.
RSS has been a customer of Foothold Technology since 2008. Foothold delivers an efficient and cost effective product for a variety of program types.
Due to the success we experienced throughout the first three years with AWARDS, we chose to increase the use of the system by implementing the billing builder feature.
Foothold technologies pushed AWARDS to keep up with those requirements at a reasonable cost.
The Foothold/AWARDS staff are responsive and great to work with. Overall ease of use is great.
The inability to have interoperability with the NJ Depart of Human Services Department of Developmental Disabilities, and more specifically with the iRecord system.
Overall I have enjoyed my experience with Awards in the last 5 and a half years. I have a great senior project manager who can always answer my questions and help me with anything.
Tickler messages are sent to each staff warning them of upcoming service plans or other assessments that are due for clients on their caseload.
The support team at Foothold is very responsive and helpful. The system is pretty user friendly as well and the reporting feature is fantastic.
Understanding that our services are vast, there was hesitation to think that we would find a system that would meet all of our regulatory and oversight needs.
Our implementation specialist was wonderful in working with us to develop forms and adjust processes to work within AWARDS.
Although the site is accessible from a mobile device, it is difficult to navigate the site on a small mobile devices while in the field.
The software is very user friendly in a point and click capacity for staff. As an administrator I like the ability to customize my reports and build forms that I need for my programs.
AWARDS has been a great case management system for my organization.
Customer support has been excellent. Between the Helpdesk staff and our monthly meetings with our Foothold analyst we are usually able to resolve things quickly.
I would recommend Awards to any social service agency that wants to build a relationship with their EHR vendor and work closely with them over the years.
It is fair to state that AWARDS meets these needs and expectations. The system is customizable in many ways.
RSS has been a customer of Foothold Technology since 2008. Foothold delivers an efficient and cost effective product for a variety of program types.
Due to the success we experienced throughout the first three years with AWARDS, we chose to increase the use of the system by implementing the billing builder feature.
Foothold technologies pushed AWARDS to keep up with those requirements at a reasonable cost.
Noteable logo
4.7
43

Practice management tool for behavioral service providers

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.5
    Customer support
    5.0
Pros and Cons from Noteable users   
+11
I am overall very pleased with Noteable. I am very happy with the support that we are provided when there is an issue.
The only thing I find unfavorable is the inability to change some of the predetermined fields that our company does not utilize.
There are so many built in features that ensure you, as a practitioner, have an easy job in managing and ensuring quality care.
There are no aspects of the product that are difficult to use. The integration process was smooth once all employees became accustomed to the layout of the site.
This system is super user friendly. My direct contact is always very helpful when I need things changed or updated, which has helped with implementation significantly.
Initially, notable was just another terrible ABA software that was hard to understand.
I love how creative I can be when planning treatment for my clients, whether it's managing behaviors or creating thorough and precise treatment objectives.
Not being able to pull a report on our pay (or how they compute or pay based on work submissions in noteable.). I do not like the word count.
From discovery to implementation, above all the things I appreciate about this platform the customer service and support is like none-other.
SENSITIVE CONTENT] was amazing and I was pleasantly surprised he was able to walk me through the steps instead of passing me around.
I also like the analytics category, which I use often to identify consumers that are seen over approved units.
It has been great and customer service is phenomenal.
Features were pretty easy to use and the implementation process was very easy.
Sensitive content hidden] has been great with the hands on communication to build a site that we could fully utilize. I am able to track clients and staff in one place from anywhere.
I am overall very pleased with Noteable. I am very happy with the support that we are provided when there is an issue.
The only thing I find unfavorable is the inability to change some of the predetermined fields that our company does not utilize.
There are so many built in features that ensure you, as a practitioner, have an easy job in managing and ensuring quality care.
There are no aspects of the product that are difficult to use. The integration process was smooth once all employees became accustomed to the layout of the site.
This system is super user friendly. My direct contact is always very helpful when I need things changed or updated, which has helped with implementation significantly.
Initially, notable was just another terrible ABA software that was hard to understand.
I love how creative I can be when planning treatment for my clients, whether it's managing behaviors or creating thorough and precise treatment objectives.
Not being able to pull a report on our pay (or how they compute or pay based on work submissions in noteable.). I do not like the word count.
From discovery to implementation, above all the things I appreciate about this platform the customer service and support is like none-other.
SENSITIVE CONTENT] was amazing and I was pleasantly surprised he was able to walk me through the steps instead of passing me around.
I also like the analytics category, which I use often to identify consumers that are seen over approved units.
It has been great and customer service is phenomenal.
Features were pretty easy to use and the implementation process was very easy.
Sensitive content hidden] has been great with the hands on communication to build a site that we could fully utilize. I am able to track clients and staff in one place from anywhere.
I am overall very pleased with Noteable. I am very happy with the support that we are provided when there is an issue.
The only thing I find unfavorable is the inability to change some of the predetermined fields that our company does not utilize.
There are so many built in features that ensure you, as a practitioner, have an easy job in managing and ensuring quality care.
There are no aspects of the product that are difficult to use. The integration process was smooth once all employees became accustomed to the layout of the site.
This system is super user friendly. My direct contact is always very helpful when I need things changed or updated, which has helped with implementation significantly.
Initially, notable was just another terrible ABA software that was hard to understand.
I love how creative I can be when planning treatment for my clients, whether it's managing behaviors or creating thorough and precise treatment objectives.
Not being able to pull a report on our pay (or how they compute or pay based on work submissions in noteable.). I do not like the word count.
From discovery to implementation, above all the things I appreciate about this platform the customer service and support is like none-other.
SENSITIVE CONTENT] was amazing and I was pleasantly surprised he was able to walk me through the steps instead of passing me around.
I also like the analytics category, which I use often to identify consumers that are seen over approved units.
It has been great and customer service is phenomenal.
Features were pretty easy to use and the implementation process was very easy.
Sensitive content hidden] has been great with the hands on communication to build a site that we could fully utilize. I am able to track clients and staff in one place from anywhere.
FAMCare logo
4.3
17

Case management software for non-profits & government bodies

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.2
    Customer support
    4.7
Pros and Cons from FAMCare users   
+11
It is user friendly and has scanning capabilities. It has the ability to create reports as well that are user friendly.
In those cases, we do have to resort to paper documents. Currently, I am not aware of any offline components that can upload to FAMCare when internet connectivity is reestablished.
Our employees are out in the field most of the time so to be able to access the system from anywhere is awesome. The following aspects of FAMCARE are what make it great.
This would avoid the need to search an older client and then open the demographic page to then open an old treatment plan or discharge summary.
FAMCare is the best system I have seen in regard to maintaining records for Foster Care, Residential Care and other community support programs that we operate.
FAMCare is solely web-based which means that an internet connection is required. While most of the clients we serve have cell service in their area, we have a few that have little to no service.
It can be customized to meet anyone's data needs and the FAMCare team is a great resource to helping you tailor the database to meet your company's needs.
At times Famcare is challenging to configure reports for our needs. Our agency had difficulty merging information from our old system into our new system.
The best feature about FAMCare is its versatility.
The best tool for consolidate the links of family.
We've invested a great deal of energy and resources in adding more customizations since we went live with the system. The support we received from the GVT staff has been a value add for us.
There are so many options that come with the system that I would imagine it would fit almost any non-profit's needs. Or any other sector that requires casenotes for that matter.
FamCare has so many features that we don't even need to use them all. The customer service has been exceptional and our staff like using the software.
I find it really easy to use FAMCare to place the student's information and keep up with the cases.
It is user friendly and has scanning capabilities. It has the ability to create reports as well that are user friendly.
In those cases, we do have to resort to paper documents. Currently, I am not aware of any offline components that can upload to FAMCare when internet connectivity is reestablished.
Our employees are out in the field most of the time so to be able to access the system from anywhere is awesome. The following aspects of FAMCARE are what make it great.
This would avoid the need to search an older client and then open the demographic page to then open an old treatment plan or discharge summary.
FAMCare is the best system I have seen in regard to maintaining records for Foster Care, Residential Care and other community support programs that we operate.
FAMCare is solely web-based which means that an internet connection is required. While most of the clients we serve have cell service in their area, we have a few that have little to no service.
It can be customized to meet anyone's data needs and the FAMCare team is a great resource to helping you tailor the database to meet your company's needs.
At times Famcare is challenging to configure reports for our needs. Our agency had difficulty merging information from our old system into our new system.
The best feature about FAMCare is its versatility.
The best tool for consolidate the links of family.
We've invested a great deal of energy and resources in adding more customizations since we went live with the system. The support we received from the GVT staff has been a value add for us.
There are so many options that come with the system that I would imagine it would fit almost any non-profit's needs. Or any other sector that requires casenotes for that matter.
FamCare has so many features that we don't even need to use them all. The customer service has been exceptional and our staff like using the software.
I find it really easy to use FAMCare to place the student's information and keep up with the cases.
It is user friendly and has scanning capabilities. It has the ability to create reports as well that are user friendly.
In those cases, we do have to resort to paper documents. Currently, I am not aware of any offline components that can upload to FAMCare when internet connectivity is reestablished.
Our employees are out in the field most of the time so to be able to access the system from anywhere is awesome. The following aspects of FAMCARE are what make it great.
This would avoid the need to search an older client and then open the demographic page to then open an old treatment plan or discharge summary.
FAMCare is the best system I have seen in regard to maintaining records for Foster Care, Residential Care and other community support programs that we operate.
FAMCare is solely web-based which means that an internet connection is required. While most of the clients we serve have cell service in their area, we have a few that have little to no service.
It can be customized to meet anyone's data needs and the FAMCare team is a great resource to helping you tailor the database to meet your company's needs.
At times Famcare is challenging to configure reports for our needs. Our agency had difficulty merging information from our old system into our new system.
The best feature about FAMCare is its versatility.
The best tool for consolidate the links of family.
We've invested a great deal of energy and resources in adding more customizations since we went live with the system. The support we received from the GVT staff has been a value add for us.
There are so many options that come with the system that I would imagine it would fit almost any non-profit's needs. Or any other sector that requires casenotes for that matter.
FamCare has so many features that we don't even need to use them all. The customer service has been exceptional and our staff like using the software.
I find it really easy to use FAMCare to place the student's information and keep up with the cases.
SimplePractice logo
4.6
2.6K

Private practice made simple

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.4
Pros and Cons from SimplePractice users   
avatar
+15
Love the calendar feature where it syncs with my Google calendar. Love the reminders for client appointments and how they can manage their own appointments.
I have struggled most with billing—getting cards to not charge for missed appointments. Reminders have occasionally caught me off guard—either they went out too many times or not enough.
I like the fact that we no longer have to have paper files, ease of use overall and some of the features like appointment reminders, the ability to create and add your own documents.
This annoyed me because my time is very valuable and I specifically set aside the time for my training and no one bothered to alert me that it had been canceled.
This software is richly featured. I've appreciated the ability to create very sophisticated custom online intake forms, and and the autopay enrollment for automated batch credit card billings.
My main complaint is that I have had trouble getting someone on the phone when I have an issue. They do tend to respond by email quickly but sometimes I would prefer a phone conversation.
I am appreciate of the customer service that is prompt with response. The software has amazing training videos that assists with new users like myself.
The prompts for setup were a bit confusing and I'm having trouble getting back to some sections that I worked on previously.
What I love most is the ease and simplicity of the program that offers so much. It’s like having an assistant to help you with all of the paperwork without the high cost of payroll.
I love how user friendly it is and how it keeps me so organized. Technical support is very helpful and attentive.
I appreciate the ease at which everything is located and available. The site is very easy to navigate and set up and you feel confident everything you need to be successful is at your fingertips.
This makes it very easy for your business to be able to have everything in one spot making it very easy to keep a nice clean process.
I am grateful for the whole system, and how it integrates into the front end of the client experience. Thank you for creating something that is easy to pick up and use right away.
I enjoyed all of the features that the software has including saving psychological notes, uploading important documents, and billing through credit cards.
The ease of use of documentation such as progress notes and billing.
The software is very user friendly and cost effective. I am able to integrate it with my calendar and I can take online payments easily.
SimplePractice is consistently making updates and improvements which is great to keep up with its usability.
I like the ease of use of simple practice. I think the design of simple practice is therapist oriented so its very handy to therapist.
Love the calendar feature where it syncs with my Google calendar. Love the reminders for client appointments and how they can manage their own appointments.
I have struggled most with billing—getting cards to not charge for missed appointments. Reminders have occasionally caught me off guard—either they went out too many times or not enough.
I like the fact that we no longer have to have paper files, ease of use overall and some of the features like appointment reminders, the ability to create and add your own documents.
This annoyed me because my time is very valuable and I specifically set aside the time for my training and no one bothered to alert me that it had been canceled.
This software is richly featured. I've appreciated the ability to create very sophisticated custom online intake forms, and and the autopay enrollment for automated batch credit card billings.
My main complaint is that I have had trouble getting someone on the phone when I have an issue. They do tend to respond by email quickly but sometimes I would prefer a phone conversation.
I am appreciate of the customer service that is prompt with response. The software has amazing training videos that assists with new users like myself.
The prompts for setup were a bit confusing and I'm having trouble getting back to some sections that I worked on previously.
What I love most is the ease and simplicity of the program that offers so much. It’s like having an assistant to help you with all of the paperwork without the high cost of payroll.
I love how user friendly it is and how it keeps me so organized. Technical support is very helpful and attentive.
I appreciate the ease at which everything is located and available. The site is very easy to navigate and set up and you feel confident everything you need to be successful is at your fingertips.
This makes it very easy for your business to be able to have everything in one spot making it very easy to keep a nice clean process.
I am grateful for the whole system, and how it integrates into the front end of the client experience. Thank you for creating something that is easy to pick up and use right away.
I enjoyed all of the features that the software has including saving psychological notes, uploading important documents, and billing through credit cards.
The ease of use of documentation such as progress notes and billing.
The software is very user friendly and cost effective. I am able to integrate it with my calendar and I can take online payments easily.
SimplePractice is consistently making updates and improvements which is great to keep up with its usability.
I like the ease of use of simple practice. I think the design of simple practice is therapist oriented so its very handy to therapist.
Love the calendar feature where it syncs with my Google calendar. Love the reminders for client appointments and how they can manage their own appointments.
I have struggled most with billing—getting cards to not charge for missed appointments. Reminders have occasionally caught me off guard—either they went out too many times or not enough.
I like the fact that we no longer have to have paper files, ease of use overall and some of the features like appointment reminders, the ability to create and add your own documents.
This annoyed me because my time is very valuable and I specifically set aside the time for my training and no one bothered to alert me that it had been canceled.
This software is richly featured. I've appreciated the ability to create very sophisticated custom online intake forms, and and the autopay enrollment for automated batch credit card billings.
My main complaint is that I have had trouble getting someone on the phone when I have an issue. They do tend to respond by email quickly but sometimes I would prefer a phone conversation.
I am appreciate of the customer service that is prompt with response. The software has amazing training videos that assists with new users like myself.
The prompts for setup were a bit confusing and I'm having trouble getting back to some sections that I worked on previously.
What I love most is the ease and simplicity of the program that offers so much. It’s like having an assistant to help you with all of the paperwork without the high cost of payroll.
I love how user friendly it is and how it keeps me so organized. Technical support is very helpful and attentive.
I appreciate the ease at which everything is located and available. The site is very easy to navigate and set up and you feel confident everything you need to be successful is at your fingertips.
This makes it very easy for your business to be able to have everything in one spot making it very easy to keep a nice clean process.
I am grateful for the whole system, and how it integrates into the front end of the client experience. Thank you for creating something that is easy to pick up and use right away.
I enjoyed all of the features that the software has including saving psychological notes, uploading important documents, and billing through credit cards.
The ease of use of documentation such as progress notes and billing.
The software is very user friendly and cost effective. I am able to integrate it with my calendar and I can take online payments easily.
SimplePractice is consistently making updates and improvements which is great to keep up with its usability.
I like the ease of use of simple practice. I think the design of simple practice is therapist oriented so its very handy to therapist.
INSZoom logo
3.5
4

Immigration case management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.0
    Ease of use
    3.3
    Features
    3.5
    Customer support
    4.0
Pros and Cons from INSZoom users   
No pros & cons found
Sumac logo
4.4
112

Manage Your Entire Nonprofit With a Single CRM!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.2
    Features
    3.9
    Customer support
    4.7
Pros and Cons from Sumac users   
+15
Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.
Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors.
The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.
As an aside, I recently had a problem with my database when an update was installed on the Sumac software.
Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software.
I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.
The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust.
I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history.
Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).
We had a very difficult time getting Sumac up and running from both a user and admin perspective.
Peter Turk and his associates are responsive, eager to help and always searching for input to upgrade their product. We are very glad to be using the program.
This software is great value for your money. It has great features and is more reasonably priced than other packages.
While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.
As we continue to delve into doing even more in Sumac we're extremely pleased with how thoughtfully the application has been designed and how user friendly it is.
We loved Sumac when we started using and it just keeps getting better with every release. We can't say enough about how much we appreciate the responsiveness of the Sumac development team.
The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.
There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.
Like that you could manage contacts, take payment and sync with accounting software.
Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.
Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors.
The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.
As an aside, I recently had a problem with my database when an update was installed on the Sumac software.
Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software.
I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.
The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust.
I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history.
Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).
We had a very difficult time getting Sumac up and running from both a user and admin perspective.
Peter Turk and his associates are responsive, eager to help and always searching for input to upgrade their product. We are very glad to be using the program.
This software is great value for your money. It has great features and is more reasonably priced than other packages.
While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.
As we continue to delve into doing even more in Sumac we're extremely pleased with how thoughtfully the application has been designed and how user friendly it is.
We loved Sumac when we started using and it just keeps getting better with every release. We can't say enough about how much we appreciate the responsiveness of the Sumac development team.
The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.
There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.
Like that you could manage contacts, take payment and sync with accounting software.
Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.
Files have to be meticulously formatted within a certain file type, and the set of steps from data gathering to completion is sometimes frustrating and unforgiving of minor errors.
The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.
As an aside, I recently had a problem with my database when an update was installed on the Sumac software.
Excellent features and value for the price, especially for not for profit organizations who do not have a lot of funds but really need and can benefit from this software.
I also don't like that online membership purchases require a log in before purchasing, which is a barrier to getting more people.
The customer service is amazing and the team is extremely responsive to customer requests both for help and new features. The system is reasonably intuitive and robust.
I do have some trouble with reports, where one area of Sumac doesn't speak to the other. I also don't like that I can't delete/dropping a student from one area without deleting their whole history.
Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).
We had a very difficult time getting Sumac up and running from both a user and admin perspective.
Peter Turk and his associates are responsive, eager to help and always searching for input to upgrade their product. We are very glad to be using the program.
This software is great value for your money. It has great features and is more reasonably priced than other packages.
While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.
As we continue to delve into doing even more in Sumac we're extremely pleased with how thoughtfully the application has been designed and how user friendly it is.
We loved Sumac when we started using and it just keeps getting better with every release. We can't say enough about how much we appreciate the responsiveness of the Sumac development team.
The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.
There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.
Like that you could manage contacts, take payment and sync with accounting software.
InfoFlo logo
4.5
95

All-in-One CRM Software Solution

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.4
    Customer support
    4.3
Pros and Cons from InfoFlo users   
+15
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
The program is an excellent, affordable CRM. Customer support is timely and has been great.
Thankfully, merely closing and immediately re-opening the application fixes everything with no data loss. I cannot access documents in InfoFlo to upload to a website.
The navigational experience is responsive, super reliable and fast - an important consideration when working within the same software environment daily.
After all the problems, we were never able to get it to work for us as it had on trial version, and on the aspects that were not available during trial version.
It integrates with Outlook almost perfectly and simplifies my administrative processes. The reporting and bulk email features align with what I need to accomplish and provide a seamless solution.
DO NOT BUY THIS SOFTWARE unless you are a single user and have no previous data. Only then, it might work for you.
The note taking system for each customer and company is such a blessing. Since our farm uses complex systems like customer supported agriculture I can keep tabs on how much they have left to spend.
Infoflo solved our problem of being dragged down by an outdated CRM that wasn't really customized to our industry and products.
The ability to integrate your CRM activities with your OFFICE (email, Calendar) is a strong cost effective feature of this tool.
The product represents great value (features and benefits, and ease of use relative to cost).
You buy it and it is yours. That is great for small companies like us.
The interface is intuitive. The ability to sync with Outlook is really nice.
I love the ease of use and functionality of Infoflo. We needed a CRM that could track our communication with clients, including phones, emails, and appointments.
Gave us lots of flexibility of how we gather information. Love the fact we can choose what information we share with our staff, that way they only have info they need.
The InfoFlo software is easy to use but very well designed for my business. The Quickbooks synchronization module and Outlook are very efficient and save a lot of time to my business.
The functions that are available such as quoting directly from Info Flo with our logo is great. Now that we are adding the Bulk Email function it's going to make keeping our leads engaged much easier.
All emails and documents it makes us look like we have all the info...Because we do. Price----absolutely most for the money.
Works great, and no need of anything more fancy. Has absolutely everything what a Mortgage broker needs to juggle 1000s of clients.
Bonterra Case Management logo
3.9
106

Case management software for nonprofits of any size

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.4
    Ease of use
    3.7
    Features
    3.7
    Customer support
    3.7
Pros and Cons from Bonterra Case Management users   
avatar
+15
It has been a pleasure working with Apricot. If you are a small organization moving from Access or Excel, this is an affordable good first step.
It was bad about not saving material and you had to put the same information in multiple times. It would freeze up a lot.
Kudos to Apricot for designing a system that is flexible, powerful, and affordable.
Difficult learning curve especially for our unique context. As the organization has grown rapidly there have been dropped balls in management of our account.
Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.
Difficult learning curve especially for our unique context. Training is mainly within the context of social work organizations and it's been difficult to transfer that to our context.
Customer service is incredible, the best I have experienced with a software company. They respond promptly and help to explain and resolve your problem.
Very poor customer service & technical support after implementation.
Easy to use and very friendly, great application and integrates well with other applications.
Poor communication and overpriced for small non-profit case management.
New features: ability to sort services by date, type of service—so helpful. M very glad this was added.
Although frustrating, this was digestible and perhaps the transition would work itself out. We recently learned that this isn't the only problem.
Customer Service is amazing. Chat Help informative and available.
At this point we continued to attempt to back out of our contract to no avail.
This software is easy to use and can gather great information for reporting. Real-time updates across the platform.
We regularly experience glitches for no reason.
On top of all of this, existing subscribers prior to the transition will be hit with a 10% increase in their contracts year over year until it reaches their current pricing model.
Not user friendly, odd quirks, difficult to navigate permissions; survey reporting.
It has been a pleasure working with Apricot. If you are a small organization moving from Access or Excel, this is an affordable good first step.
It was bad about not saving material and you had to put the same information in multiple times. It would freeze up a lot.
Kudos to Apricot for designing a system that is flexible, powerful, and affordable.
Difficult learning curve especially for our unique context. As the organization has grown rapidly there have been dropped balls in management of our account.
Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.
Difficult learning curve especially for our unique context. Training is mainly within the context of social work organizations and it's been difficult to transfer that to our context.
Customer service is incredible, the best I have experienced with a software company. They respond promptly and help to explain and resolve your problem.
Very poor customer service & technical support after implementation.
Easy to use and very friendly, great application and integrates well with other applications.
Poor communication and overpriced for small non-profit case management.
New features: ability to sort services by date, type of service—so helpful. M very glad this was added.
Although frustrating, this was digestible and perhaps the transition would work itself out. We recently learned that this isn't the only problem.
Customer Service is amazing. Chat Help informative and available.
At this point we continued to attempt to back out of our contract to no avail.
This software is easy to use and can gather great information for reporting. Real-time updates across the platform.
We regularly experience glitches for no reason.
On top of all of this, existing subscribers prior to the transition will be hit with a 10% increase in their contracts year over year until it reaches their current pricing model.
Not user friendly, odd quirks, difficult to navigate permissions; survey reporting.
It has been a pleasure working with Apricot. If you are a small organization moving from Access or Excel, this is an affordable good first step.
It was bad about not saving material and you had to put the same information in multiple times. It would freeze up a lot.
Kudos to Apricot for designing a system that is flexible, powerful, and affordable.
Difficult learning curve especially for our unique context. As the organization has grown rapidly there have been dropped balls in management of our account.
Having the capability to build graphics and bulletins on the fly is great for communicating importance/ sense of urgency with the data and goals.
Difficult learning curve especially for our unique context. Training is mainly within the context of social work organizations and it's been difficult to transfer that to our context.
Customer service is incredible, the best I have experienced with a software company. They respond promptly and help to explain and resolve your problem.
Very poor customer service & technical support after implementation.
Easy to use and very friendly, great application and integrates well with other applications.
Poor communication and overpriced for small non-profit case management.
New features: ability to sort services by date, type of service—so helpful. M very glad this was added.
Although frustrating, this was digestible and perhaps the transition would work itself out. We recently learned that this isn't the only problem.
Customer Service is amazing. Chat Help informative and available.
At this point we continued to attempt to back out of our contract to no avail.
This software is easy to use and can gather great information for reporting. Real-time updates across the platform.
We regularly experience glitches for no reason.
On top of all of this, existing subscribers prior to the transition will be hit with a 10% increase in their contracts year over year until it reaches their current pricing model.
Not user friendly, odd quirks, difficult to navigate permissions; survey reporting.
IntakeQ logo

IntakeQ

4.8
292

Web-based intake forms management software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.8
Pros and Cons from IntakeQ users   
+15
Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.
The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars.
Love the versatility, easy to send forms, patient side is clean and easy to use, really like the signature option, HIPPA compliance feature is great.
Occasionally it will give users feedback that the form is incomplete and can be confusing for them. Sometimes the email goes to their spam and they miss the email and we need to remind them.
My clients like the opportunity to complete the forms in the comfort of their home and have it done when they come into my academy. The customer service is outstanding, especially Mike.
I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.
It appears to be a perfect balance of user friendliness with complex features. I have an outpatient practice where it is important to get guardian signatures.
I haven't encountered any problems so far. The worst thing might be learning how to construct forms because it is a bit overwhelming.
I love how easy it is to make my own forms and templates. I love the affordable price as well.
Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price.
This product is a great way to share and recieve files with your staff and clients. During a pandemic doing things online is the best way to go.
Ease of use for therapist and patient, very organized, formulates intake PDF that is automatically saved to Google Drive. The different plan options are great for new businesses as well.
The clarity, simplicity and functionality of your product is fantastic.
IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work.
So far, we have been able to manage the sending and receiving of these forms much more easily than before. I'm very happy with this product.
Always above and beyond and super fast. A huge refreshing change from my last portal.
It is well equipped with features great way to build intake forms especially for my business.
I am incredibly satisfied. I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms.
Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.
The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars.
Love the versatility, easy to send forms, patient side is clean and easy to use, really like the signature option, HIPPA compliance feature is great.
Occasionally it will give users feedback that the form is incomplete and can be confusing for them. Sometimes the email goes to their spam and they miss the email and we need to remind them.
My clients like the opportunity to complete the forms in the comfort of their home and have it done when they come into my academy. The customer service is outstanding, especially Mike.
I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.
It appears to be a perfect balance of user friendliness with complex features. I have an outpatient practice where it is important to get guardian signatures.
I haven't encountered any problems so far. The worst thing might be learning how to construct forms because it is a bit overwhelming.
I love how easy it is to make my own forms and templates. I love the affordable price as well.
Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price.
This product is a great way to share and recieve files with your staff and clients. During a pandemic doing things online is the best way to go.
Ease of use for therapist and patient, very organized, formulates intake PDF that is automatically saved to Google Drive. The different plan options are great for new businesses as well.
The clarity, simplicity and functionality of your product is fantastic.
IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work.
So far, we have been able to manage the sending and receiving of these forms much more easily than before. I'm very happy with this product.
Always above and beyond and super fast. A huge refreshing change from my last portal.
It is well equipped with features great way to build intake forms especially for my business.
I am incredibly satisfied. I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms.
Wonderful experience, super helpful and friendly customer service. Would highly recommend this product.
The calendar view does not work well for us and the list view is even worse. An option to see have appointments take up a set width and a potential option to see locations as separate calendars.
Love the versatility, easy to send forms, patient side is clean and easy to use, really like the signature option, HIPPA compliance feature is great.
Occasionally it will give users feedback that the form is incomplete and can be confusing for them. Sometimes the email goes to their spam and they miss the email and we need to remind them.
My clients like the opportunity to complete the forms in the comfort of their home and have it done when they come into my academy. The customer service is outstanding, especially Mike.
I don't like that there is No spellcheck feature. Another problem I found that it is too easy to delete a form accidentally.
It appears to be a perfect balance of user friendliness with complex features. I have an outpatient practice where it is important to get guardian signatures.
I haven't encountered any problems so far. The worst thing might be learning how to construct forms because it is a bit overwhelming.
I love how easy it is to make my own forms and templates. I love the affordable price as well.
Every practice, no matter the size, NEEDS a service like this and IntakeQ does it the best at the best price.
This product is a great way to share and recieve files with your staff and clients. During a pandemic doing things online is the best way to go.
Ease of use for therapist and patient, very organized, formulates intake PDF that is automatically saved to Google Drive. The different plan options are great for new businesses as well.
The clarity, simplicity and functionality of your product is fantastic.
IntakeQ does a fabulous job of working with integrations and not re-inventing the wheel so to speak. They are also cutting edge and effectively eliminate duplicate work.
So far, we have been able to manage the sending and receiving of these forms much more easily than before. I'm very happy with this product.
Always above and beyond and super fast. A huge refreshing change from my last portal.
It is well equipped with features great way to build intake forms especially for my business.
I am incredibly satisfied. I was looking for something highly customizable and it met ALL of the criteria I was looking for when I changed platforms.
FieldWorker logo
4.6
5

Everything to deliver great care in one place

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.8
    Features
    4.6
    Customer support
    4.8
Pros and Cons from FieldWorker users   
No pros & cons found
Filevine logo
4.5
204

Your Complete Legal Tech Stack

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.4
    Customer support
    4.4
Pros and Cons from Filevine users   
+15
Overall experience with Filevine has been amazing. Everyone in the office seems to love it and it works very smoothly with what we use it for.
I made an error by entering some info into the wrong project - I was unable to delete it.
Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.
They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful.
The flexibility of Filevine to match our firm's specific needs has been wonderful. The Filevine Outlook extension is particularly helpful in aiding communications.
So in addition to wasting all the money we spent on training, we wasted a full day of work.
I especially like that it's web based and accessible anywhere. Seeing what everyone has done on the project/file is beneficial and the search options are great.
The only negative to speak of was the rollout itself. Not alot of guidance back when we purchased the product.
The fax integration feature is fantastic. It is a great way to organize and work your file and keeps all team members updated on the file status and tasks completed and done.
Filevine is so simple to use and we appreciate the ability to create projects for anything the firm needs. I particularly like the report builder.
The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.
Its is extremely well organized with advanced capabilities that exceed TrialWorks by a great margin. The customer support is night and day.
I really enjoy using Filevine. It's so easy to use and I have enjoyed being able to customize it.
We have greatly increased efficiency and client communication. It is helping us grow and we have seen a definite increase in revenue.
I like the customization. Also like the faxing directly from the system.
They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond.
It seemed like a highly customized and intuitive interface. I wanted to be able to ditch a server and have an integrated practice management system, and one I could use through the web.
Its convenient for information storage but so far the benefits are outweighed by the cost.
Overall experience with Filevine has been amazing. Everyone in the office seems to love it and it works very smoothly with what we use it for.
I made an error by entering some info into the wrong project - I was unable to delete it.
Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.
They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful.
The flexibility of Filevine to match our firm's specific needs has been wonderful. The Filevine Outlook extension is particularly helpful in aiding communications.
So in addition to wasting all the money we spent on training, we wasted a full day of work.
I especially like that it's web based and accessible anywhere. Seeing what everyone has done on the project/file is beneficial and the search options are great.
The only negative to speak of was the rollout itself. Not alot of guidance back when we purchased the product.
The fax integration feature is fantastic. It is a great way to organize and work your file and keeps all team members updated on the file status and tasks completed and done.
Filevine is so simple to use and we appreciate the ability to create projects for anything the firm needs. I particularly like the report builder.
The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.
Its is extremely well organized with advanced capabilities that exceed TrialWorks by a great margin. The customer support is night and day.
I really enjoy using Filevine. It's so easy to use and I have enjoyed being able to customize it.
We have greatly increased efficiency and client communication. It is helping us grow and we have seen a definite increase in revenue.
I like the customization. Also like the faxing directly from the system.
They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond.
It seemed like a highly customized and intuitive interface. I wanted to be able to ditch a server and have an integrated practice management system, and one I could use through the web.
Its convenient for information storage but so far the benefits are outweighed by the cost.
Overall experience with Filevine has been amazing. Everyone in the office seems to love it and it works very smoothly with what we use it for.
I made an error by entering some info into the wrong project - I was unable to delete it.
Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.
They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful.
The flexibility of Filevine to match our firm's specific needs has been wonderful. The Filevine Outlook extension is particularly helpful in aiding communications.
So in addition to wasting all the money we spent on training, we wasted a full day of work.
I especially like that it's web based and accessible anywhere. Seeing what everyone has done on the project/file is beneficial and the search options are great.
The only negative to speak of was the rollout itself. Not alot of guidance back when we purchased the product.
The fax integration feature is fantastic. It is a great way to organize and work your file and keeps all team members updated on the file status and tasks completed and done.
Filevine is so simple to use and we appreciate the ability to create projects for anything the firm needs. I particularly like the report builder.
The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.
Its is extremely well organized with advanced capabilities that exceed TrialWorks by a great margin. The customer support is night and day.
I really enjoy using Filevine. It's so easy to use and I have enjoyed being able to customize it.
We have greatly increased efficiency and client communication. It is helping us grow and we have seen a definite increase in revenue.
I like the customization. Also like the faxing directly from the system.
They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond.
It seemed like a highly customized and intuitive interface. I wanted to be able to ditch a server and have an integrated practice management system, and one I could use through the web.
Its convenient for information storage but so far the benefits are outweighed by the cost.
SmartAdvocate logo
4.8
99

A Smarter Way To Manage Your Cases and Your Firm

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.7
    Customer support
    4.6
Pros and Cons from SmartAdvocate users   
avatar
avatar
avatar
+15
Smart Advocate makes it easy to keep data updated in the case files so that everything is live and accurate. I love that we can build out the product in the way that it works great for our law firm.
The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation.
I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.
No longer being able to add a new contact from disbursements directly.
The customer service is excellent. If you ever have any issues at all they are always there to help.
For the most part it functions well but occasionally seems to get stuck.
Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent.
Organizational problems solved with SmartAdvocate.
I love how it can be connected to our Outlook email to send/set tasks or email tasks to anyone. If all the information is inputted into the correct places, it can be VERY helpful.
Impressive capabilities to integrate with other legal software products.
I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner.
They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.
Customer support is amazing, and the product itself delivers.
Great product that is better and half the price.
I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.
Intuitive legal software with great customizations available and support.
I think it's a very good system once you learn how to maneuver everything afforded to us.
Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software.
Smart Advocate makes it easy to keep data updated in the case files so that everything is live and accurate. I love that we can build out the product in the way that it works great for our law firm.
The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation.
I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.
No longer being able to add a new contact from disbursements directly.
The customer service is excellent. If you ever have any issues at all they are always there to help.
For the most part it functions well but occasionally seems to get stuck.
Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent.
Organizational problems solved with SmartAdvocate.
I love how it can be connected to our Outlook email to send/set tasks or email tasks to anyone. If all the information is inputted into the correct places, it can be VERY helpful.
Impressive capabilities to integrate with other legal software products.
I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner.
They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.
Customer support is amazing, and the product itself delivers.
Great product that is better and half the price.
I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.
Intuitive legal software with great customizations available and support.
I think it's a very good system once you learn how to maneuver everything afforded to us.
Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software.
Smart Advocate makes it easy to keep data updated in the case files so that everything is live and accurate. I love that we can build out the product in the way that it works great for our law firm.
The problem of inefficiency corrects itself with many of SmartAdvocate's customizations and automation.
I like the ability to customize the tasks and evenly distribute the workload using statuses and stages. Also, Dayhanarah is awesome.
No longer being able to add a new contact from disbursements directly.
The customer service is excellent. If you ever have any issues at all they are always there to help.
For the most part it functions well but occasionally seems to get stuck.
Not only do the capabilities outweigh other platforms, but the training and assistance we have received in our office has been excellent.
Organizational problems solved with SmartAdvocate.
I love how it can be connected to our Outlook email to send/set tasks or email tasks to anyone. If all the information is inputted into the correct places, it can be VERY helpful.
Impressive capabilities to integrate with other legal software products.
I had been a Needles user for several years prior to using Smart Advocate and hands down this is a winner.
They are easy to create and administer as well as user friendly. I also really like the searchability of each window, particularly documents.
Customer support is amazing, and the product itself delivers.
Great product that is better and half the price.
I have a great snapshot of where our referrals are coming from and how much we spend on those campaigns. This generates a clear cost per case and cost per call.
Intuitive legal software with great customizations available and support.
I think it's a very good system once you learn how to maneuver everything afforded to us.
Smart Advocate easily integrated into our firm with a relatively seamless transition from our prior case management software.
Notehouse logo
4.7
88

Human services management with time stamped notes

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.3
    Customer support
    4.8
Pros and Cons from Notehouse users   
+15
It is absolutely worth the money spent. The staff members are wonderful, respond quickly, and are receptive to feedback that will help them improve their product.
I was hasty to purchase it and for my business, I have found that I have limited use of the software.
It is a great, inexpensive program with a very responsive team backing them up. It's not difficult to navigate or learn the basics.
When it’s loading slowly it’s difficult to tell if anything is happening or not - could do with seeing a bar loading or something.
There are several things: Affordability, ease of use as well as great responsive customer support.
Juggling a huge case load as a non-profit lawyer is stressful enough as it is, and having to create my own system of staying organized with so much information added a lawyer of anxiety.
Notehouse is the best demonstration of how the best things come in small packages. It is so easy to use, you don't even realize you are using it.
You cannot edit note in large view...it only goes to small window which is harder to work from. Once a client closed, you lose that information completely.
A fantastic free service for nonprofits to help keep track of basic case notes for clients.
Also, the customer support is incredible. They are super responsive and roll out updates and fix bugs literally in the same day.
I love the ability to quickly access clients and jot down notes. This software saves me so much time during my day, as well as keeping me organized with little effort.
I have used note house to take detailed notes on clients and it has been a great help.
My overall experience with Notehouse has been positive. It is easy to use and does what we need it to.
I love that NoteHouse is exactly what it says it is — a place for client notes. I am a psychotherapist who works with an agency.
I like that Noehose is a clean interface and intuitive to use. One can get started right away.
This software keeps my notes organized and easy to find, use, and edit. I have saved lots of time by incorporating this software into my daily work.
While Notehouse has had the occasional glitch, overall the product is great and the team behind it is very friendly with quality, timely service.
The voice to text works so much better than my Siri does. I am a therapist and I quickly dictate my notes at the end of each session and it couldn’t be more efficient.
It is absolutely worth the money spent. The staff members are wonderful, respond quickly, and are receptive to feedback that will help them improve their product.
I was hasty to purchase it and for my business, I have found that I have limited use of the software.
It is a great, inexpensive program with a very responsive team backing them up. It's not difficult to navigate or learn the basics.
When it’s loading slowly it’s difficult to tell if anything is happening or not - could do with seeing a bar loading or something.
There are several things: Affordability, ease of use as well as great responsive customer support.
Juggling a huge case load as a non-profit lawyer is stressful enough as it is, and having to create my own system of staying organized with so much information added a lawyer of anxiety.
Notehouse is the best demonstration of how the best things come in small packages. It is so easy to use, you don't even realize you are using it.
You cannot edit note in large view...it only goes to small window which is harder to work from. Once a client closed, you lose that information completely.
A fantastic free service for nonprofits to help keep track of basic case notes for clients.
Also, the customer support is incredible. They are super responsive and roll out updates and fix bugs literally in the same day.
I love the ability to quickly access clients and jot down notes. This software saves me so much time during my day, as well as keeping me organized with little effort.
I have used note house to take detailed notes on clients and it has been a great help.
My overall experience with Notehouse has been positive. It is easy to use and does what we need it to.
I love that NoteHouse is exactly what it says it is — a place for client notes. I am a psychotherapist who works with an agency.
I like that Noehose is a clean interface and intuitive to use. One can get started right away.
This software keeps my notes organized and easy to find, use, and edit. I have saved lots of time by incorporating this software into my daily work.
While Notehouse has had the occasional glitch, overall the product is great and the team behind it is very friendly with quality, timely service.
The voice to text works so much better than my Siri does. I am a therapist and I quickly dictate my notes at the end of each session and it couldn’t be more efficient.
It is absolutely worth the money spent. The staff members are wonderful, respond quickly, and are receptive to feedback that will help them improve their product.
I was hasty to purchase it and for my business, I have found that I have limited use of the software.
It is a great, inexpensive program with a very responsive team backing them up. It's not difficult to navigate or learn the basics.
When it’s loading slowly it’s difficult to tell if anything is happening or not - could do with seeing a bar loading or something.
There are several things: Affordability, ease of use as well as great responsive customer support.
Juggling a huge case load as a non-profit lawyer is stressful enough as it is, and having to create my own system of staying organized with so much information added a lawyer of anxiety.
Notehouse is the best demonstration of how the best things come in small packages. It is so easy to use, you don't even realize you are using it.
You cannot edit note in large view...it only goes to small window which is harder to work from. Once a client closed, you lose that information completely.
A fantastic free service for nonprofits to help keep track of basic case notes for clients.
Also, the customer support is incredible. They are super responsive and roll out updates and fix bugs literally in the same day.
I love the ability to quickly access clients and jot down notes. This software saves me so much time during my day, as well as keeping me organized with little effort.
I have used note house to take detailed notes on clients and it has been a great help.
My overall experience with Notehouse has been positive. It is easy to use and does what we need it to.
I love that NoteHouse is exactly what it says it is — a place for client notes. I am a psychotherapist who works with an agency.
I like that Noehose is a clean interface and intuitive to use. One can get started right away.
This software keeps my notes organized and easy to find, use, and edit. I have saved lots of time by incorporating this software into my daily work.
While Notehouse has had the occasional glitch, overall the product is great and the team behind it is very friendly with quality, timely service.
The voice to text works so much better than my Siri does. I am a therapist and I quickly dictate my notes at the end of each session and it couldn’t be more efficient.
Prevail Case Management System logo
4.6
83

One-Stop Disability & Injury Case Management Software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.5
    Features
    4.5
    Customer support
    4.8
Pros and Cons from Prevail Case Management System users   
+15
The ease of use is what I like most of the product. The client management software is easy to teach others how to use it and the program does a good job of prompting you on what you should do next.
I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an email from within Prevail.
Ease of use and ability to keep track of all of the information that I need to associate with each client. I also love the immediate support that is available to users.
As a supervisor, this would mean you would have no idea when your subordinates complete work. Since that's unacceptable, I have closed about 20 pop-up windows while writing this review.
User friendly, efficient, great customer service to help with questions/suggested improvements.
Our firm has tried numerous other programs and has had to sustain on various programs at once to make-up the work Prevail can do alone.
The Prevail Case Management System is a wonderful tool and great investment in our practice. Prevail is always running on every desktop in our office, waiting for us to feed in more information.
It took us almost a year to get it, and when we did, we were disappointed we took that long.
I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal.
It is easy to navigate, and Prevail 8 has a lot of new features that make certain tasks easier to complete. I also love that the program syncs up with Outlook now.
Prevail is the perfect software to keep/maintain/edit all legal documents.
I've used Prevail for 15 years and it's been great.
I actually enjoy learning new features as they are implemented as they make me more productive.
Customer support, Technical support and Training departments are all responsive and available.
I have been an Executive Assistant for more than 20 years and have used a lot of software in many industries (health care, home care, legal services, etc.).
And I can quickly add emails using the Preval add-in that is loaded onto Outlook. This was a huge timesaver when it was added to Prevail.
The integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.
This system allows you to calendar appointments, as well as set up, assign and complete tasks, and send messages throughout the office. The system integrates with Word, WordPerfect, and QuickBooks.
The ease of use is what I like most of the product. The client management software is easy to teach others how to use it and the program does a good job of prompting you on what you should do next.
I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an email from within Prevail.
Ease of use and ability to keep track of all of the information that I need to associate with each client. I also love the immediate support that is available to users.
As a supervisor, this would mean you would have no idea when your subordinates complete work. Since that's unacceptable, I have closed about 20 pop-up windows while writing this review.
User friendly, efficient, great customer service to help with questions/suggested improvements.
Our firm has tried numerous other programs and has had to sustain on various programs at once to make-up the work Prevail can do alone.
The Prevail Case Management System is a wonderful tool and great investment in our practice. Prevail is always running on every desktop in our office, waiting for us to feed in more information.
It took us almost a year to get it, and when we did, we were disappointed we took that long.
I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal.
It is easy to navigate, and Prevail 8 has a lot of new features that make certain tasks easier to complete. I also love that the program syncs up with Outlook now.
Prevail is the perfect software to keep/maintain/edit all legal documents.
I've used Prevail for 15 years and it's been great.
I actually enjoy learning new features as they are implemented as they make me more productive.
Customer support, Technical support and Training departments are all responsive and available.
I have been an Executive Assistant for more than 20 years and have used a lot of software in many industries (health care, home care, legal services, etc.).
And I can quickly add emails using the Preval add-in that is loaded onto Outlook. This was a huge timesaver when it was added to Prevail.
The integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.
This system allows you to calendar appointments, as well as set up, assign and complete tasks, and send messages throughout the office. The system integrates with Word, WordPerfect, and QuickBooks.
The ease of use is what I like most of the product. The client management software is easy to teach others how to use it and the program does a good job of prompting you on what you should do next.
I used to hate having to cut and paste my emails. Now it's entered automatically when I initiate an email from within Prevail.
Ease of use and ability to keep track of all of the information that I need to associate with each client. I also love the immediate support that is available to users.
As a supervisor, this would mean you would have no idea when your subordinates complete work. Since that's unacceptable, I have closed about 20 pop-up windows while writing this review.
User friendly, efficient, great customer service to help with questions/suggested improvements.
Our firm has tried numerous other programs and has had to sustain on various programs at once to make-up the work Prevail can do alone.
The Prevail Case Management System is a wonderful tool and great investment in our practice. Prevail is always running on every desktop in our office, waiting for us to feed in more information.
It took us almost a year to get it, and when we did, we were disappointed we took that long.
I think the greatest benefit of this product is that you can handle many more cases with it than without it, thereby making your investment in the product nominal.
It is easy to navigate, and Prevail 8 has a lot of new features that make certain tasks easier to complete. I also love that the program syncs up with Outlook now.
Prevail is the perfect software to keep/maintain/edit all legal documents.
I've used Prevail for 15 years and it's been great.
I actually enjoy learning new features as they are implemented as they make me more productive.
Customer support, Technical support and Training departments are all responsive and available.
I have been an Executive Assistant for more than 20 years and have used a lot of software in many industries (health care, home care, legal services, etc.).
And I can quickly add emails using the Preval add-in that is loaded onto Outlook. This was a huge timesaver when it was added to Prevail.
The integrated billing system is a breeze to work with and makes billing quick and detailed. Internal messaging makes contacting remote employees easy as well.
This system allows you to calendar appointments, as well as set up, assign and complete tasks, and send messages throughout the office. The system integrates with Word, WordPerfect, and QuickBooks.
Carepatron logo
4.5
69

The healthcare workspace for small teams and their clients.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.7
Pros and Cons from Carepatron users   
avatar
avatar
avatar
+15
If you dont get an answer straight away you are told how long it will be and the response is friendly and super helpful.
Also, the guide needs to include step by step how to set stuff up for newbies. Q&A would be niceI have to admit I feel very frustrated when there is a problem.
It's easy to use, I really like the support ([SENSITIVE CONTENT] is fantastic) and I'm interested in a feature that is coming ie.
Unfortunately, I can't use this at this time because the billing, insurance, and other sections are not used by us and very confusing for our students even if we tell them to ignore it.
The top feature is the customer support - phenomenal response time, and care is taken to provide custom answers. The level of HIPAA compliance is excellent and allows me to feel secure in note-taking.
I struggle with the templates. There seem to be ones in there, but they're hard to adapt to my own practice.
It saves me a lot of time on admin work and I have confidence that my records are completely secure. Highly recommend, five-star product at an affordable rate.
It can be difficult to type notes whilst using the video.
Perfect for starting therapists - no set up costs and you could effectively stay on the free plan forever. Friendly and helpful customer support on a messenger system.
With regard to the video session, they are perfect. Customer service is outstanding.
As I have just begun using the software I have noted the ease of use. Overall I have enjoyed the templates and the ability to write my case notes.
The overall look and feel has been fantastic. The creator and staff reach out regularly to ensure that everything is running smoothly.
I searched for over a year and tried many different platforms. Carepatron has amazing customer service and is very user friendly.
I like that the team are always responsive and are based locally. The platform is easy to use and lets you as the therapist write your notes, with-out cumbersome steps.
I enjoy all the access from storing documents, billing directly from the software, the tracking of the billing/receipts, scheduling, being able to upload documents and storage for progress reports.
I love the easy of use, auto-reminders, and integrated virtual software.
I have found that using this software has made it easier to write notes and it also helps save trees with less paper being used. The software is intuitive and simple to use.
Best option out there for the money and time investment.
If you dont get an answer straight away you are told how long it will be and the response is friendly and super helpful.
Also, the guide needs to include step by step how to set stuff up for newbies. Q&A would be niceI have to admit I feel very frustrated when there is a problem.
It's easy to use, I really like the support ([SENSITIVE CONTENT] is fantastic) and I'm interested in a feature that is coming ie.
Unfortunately, I can't use this at this time because the billing, insurance, and other sections are not used by us and very confusing for our students even if we tell them to ignore it.
The top feature is the customer support - phenomenal response time, and care is taken to provide custom answers. The level of HIPAA compliance is excellent and allows me to feel secure in note-taking.
I struggle with the templates. There seem to be ones in there, but they're hard to adapt to my own practice.
It saves me a lot of time on admin work and I have confidence that my records are completely secure. Highly recommend, five-star product at an affordable rate.
It can be difficult to type notes whilst using the video.
Perfect for starting therapists - no set up costs and you could effectively stay on the free plan forever. Friendly and helpful customer support on a messenger system.
With regard to the video session, they are perfect. Customer service is outstanding.
As I have just begun using the software I have noted the ease of use. Overall I have enjoyed the templates and the ability to write my case notes.
The overall look and feel has been fantastic. The creator and staff reach out regularly to ensure that everything is running smoothly.
I searched for over a year and tried many different platforms. Carepatron has amazing customer service and is very user friendly.
I like that the team are always responsive and are based locally. The platform is easy to use and lets you as the therapist write your notes, with-out cumbersome steps.
I enjoy all the access from storing documents, billing directly from the software, the tracking of the billing/receipts, scheduling, being able to upload documents and storage for progress reports.
I love the easy of use, auto-reminders, and integrated virtual software.
I have found that using this software has made it easier to write notes and it also helps save trees with less paper being used. The software is intuitive and simple to use.
Best option out there for the money and time investment.
If you dont get an answer straight away you are told how long it will be and the response is friendly and super helpful.
Also, the guide needs to include step by step how to set stuff up for newbies. Q&A would be niceI have to admit I feel very frustrated when there is a problem.
It's easy to use, I really like the support ([SENSITIVE CONTENT] is fantastic) and I'm interested in a feature that is coming ie.
Unfortunately, I can't use this at this time because the billing, insurance, and other sections are not used by us and very confusing for our students even if we tell them to ignore it.
The top feature is the customer support - phenomenal response time, and care is taken to provide custom answers. The level of HIPAA compliance is excellent and allows me to feel secure in note-taking.
I struggle with the templates. There seem to be ones in there, but they're hard to adapt to my own practice.
It saves me a lot of time on admin work and I have confidence that my records are completely secure. Highly recommend, five-star product at an affordable rate.
It can be difficult to type notes whilst using the video.
Perfect for starting therapists - no set up costs and you could effectively stay on the free plan forever. Friendly and helpful customer support on a messenger system.
With regard to the video session, they are perfect. Customer service is outstanding.
As I have just begun using the software I have noted the ease of use. Overall I have enjoyed the templates and the ability to write my case notes.
The overall look and feel has been fantastic. The creator and staff reach out regularly to ensure that everything is running smoothly.
I searched for over a year and tried many different platforms. Carepatron has amazing customer service and is very user friendly.
I like that the team are always responsive and are based locally. The platform is easy to use and lets you as the therapist write your notes, with-out cumbersome steps.
I enjoy all the access from storing documents, billing directly from the software, the tracking of the billing/receipts, scheduling, being able to upload documents and storage for progress reports.
I love the easy of use, auto-reminders, and integrated virtual software.
I have found that using this software has made it easier to write notes and it also helps save trees with less paper being used. The software is intuitive and simple to use.
Best option out there for the money and time investment.
Law Ruler Software logo
4.8
43

Legal Practice Management & Intake Software - Powered by AI

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.7
    Features
    4.7
    Customer support
    5.0
Pros and Cons from Law Ruler Software users   
+15
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
Excellent product for managing intakes and securing the client with ease- the cost is minimal for the ability to increase client conversion.
The other companies who I won't mention were trying to force my firm to fit into how their software worked which failed miserably.
The customer service is hands down the best in the legal industry. Hillel Charm, my account manager, spent hours with me setting up my customized intakes and e-sign documents.
I've been through a massive transition from a CRM to an ERP. It was a miserable experience.
I love this program and would recommend it to everyone that's interested in making a switch.
There are a lot of features on the software. This makes it difficult to use at first.
The data system is fantastic, easy for the staff to use and easy for me to edit, run reports and overall make sure productivity is where it should be.
We went through 2 other software systems before Law Ruler that had all failed to implement our workflow in a useful way.
The support for the implementation of the software has been fantastic.
I find Law Ruler easy to navigate with very effective reporting features that are improving all the time.
This product has helped change that and drastically improved our efficiency and saved time and aggravation.
We love the ease of use of Law Ruler, all the info you need to find is truly at your finger tips.
We worked together on a weekly basis and customer service representatives are always available to help out. I highly recommended using law ruler for your intake and case management needs.
The system itself is easy to use which helps since our staff is all virtual now because of covid.
Everyone, particularly Matthew, has been available and supportive from Day One and made time for me and my team very quickly to train and further understand certain aspects of the software.
Leads, client satisfaction, communication, revenue, accountability, metrics, transparency have all improved significantly since then.
Also, I am not very technie so I put Law Ruler in touch with my vendors and they did the integrations for me. It saved me a lot of time and helped a lot.
It will offer your firm the ability to capture a new client as quickly and professionally as any other law firm out there. The next revolutionary aspect to Law Ruler is its text integration.
Owl Practice logo
4.5
66

Health Practitioner Management and Administration Platform

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.5
Pros and Cons from Owl Practice users   
+15
And most important of all, to me, is the costumer service is fabulous. Since having OWL I estimate saving at least 5 hours a month of scheduling and billing time, so very much worth the cost.
Sometimes I simply hit the wrong button and things get really messed up and it takes a long time to figure out how to rectify. Also, more compatibility with Apple users interface.
Once you get the hang of it, it is easy to use and the integration with Stripe is amazing. I love that I can charge easily and send receipts with just a few clicks.
My supervisees are understanding, but it's a real bother to have to sort through video glitches like that. And setting up a group call for individuals who aren't in a family is frustrating.
I love the all of the features and the ease of invoicing and sending receipts. My clients like the ability to use the portal and to book their own appointments.
Also when transferring information from one practice using owl to another - I was shocked to find out that the data doesn't translate and input into the correct allocations in the client's file.
Elegant design, integrated features make it easy to keep everything in one place. I love the automatic reminders, and the ability to have forms filled out securely.
Right now I have to go into the 'more info' tab and change the cost of the session, then change the setting to 'no show.
Customer service reps, across the board have not only been helpful, they have been a friendly lifeline when navigating through the more advanced features that OWL has on board.
I am happy that everything is available, including the client portal, all on one site. It is important to me that it is compliant with privacy legislation and our college.
The editor for notes feels much more user friendly than most EMR software. The ability to have secure communication with clients inside the portal.
It is an easy and intuitive software to use. I enjoy how comprehensive the features are.
I recommend this product to everyone. I save time and therefore money, feel supported, and efficiently manage my small counselling business.
I love that I can use my pen and tablet to write progress notes if I wish.
Customer service is supportive, reliable and always helpful in solving problems.
Some super helpful features, ease of use isn't always high.
I like that it’s a very complete product that encompasses many aspects of running a business. It’s an all-in-one kind of thing which makes it convenient to have.
It is also important that the server is in Canada. I am very happy with the quick turnaround when I have a question or a problem.
And most important of all, to me, is the costumer service is fabulous. Since having OWL I estimate saving at least 5 hours a month of scheduling and billing time, so very much worth the cost.
Sometimes I simply hit the wrong button and things get really messed up and it takes a long time to figure out how to rectify. Also, more compatibility with Apple users interface.
Once you get the hang of it, it is easy to use and the integration with Stripe is amazing. I love that I can charge easily and send receipts with just a few clicks.
My supervisees are understanding, but it's a real bother to have to sort through video glitches like that. And setting up a group call for individuals who aren't in a family is frustrating.
I love the all of the features and the ease of invoicing and sending receipts. My clients like the ability to use the portal and to book their own appointments.
Also when transferring information from one practice using owl to another - I was shocked to find out that the data doesn't translate and input into the correct allocations in the client's file.
Elegant design, integrated features make it easy to keep everything in one place. I love the automatic reminders, and the ability to have forms filled out securely.
Right now I have to go into the 'more info' tab and change the cost of the session, then change the setting to 'no show.
Customer service reps, across the board have not only been helpful, they have been a friendly lifeline when navigating through the more advanced features that OWL has on board.
I am happy that everything is available, including the client portal, all on one site. It is important to me that it is compliant with privacy legislation and our college.
The editor for notes feels much more user friendly than most EMR software. The ability to have secure communication with clients inside the portal.
It is an easy and intuitive software to use. I enjoy how comprehensive the features are.
I recommend this product to everyone. I save time and therefore money, feel supported, and efficiently manage my small counselling business.
I love that I can use my pen and tablet to write progress notes if I wish.
Customer service is supportive, reliable and always helpful in solving problems.
Some super helpful features, ease of use isn't always high.
I like that it’s a very complete product that encompasses many aspects of running a business. It’s an all-in-one kind of thing which makes it convenient to have.
It is also important that the server is in Canada. I am very happy with the quick turnaround when I have a question or a problem.
And most important of all, to me, is the costumer service is fabulous. Since having OWL I estimate saving at least 5 hours a month of scheduling and billing time, so very much worth the cost.
Sometimes I simply hit the wrong button and things get really messed up and it takes a long time to figure out how to rectify. Also, more compatibility with Apple users interface.
Once you get the hang of it, it is easy to use and the integration with Stripe is amazing. I love that I can charge easily and send receipts with just a few clicks.
My supervisees are understanding, but it's a real bother to have to sort through video glitches like that. And setting up a group call for individuals who aren't in a family is frustrating.
I love the all of the features and the ease of invoicing and sending receipts. My clients like the ability to use the portal and to book their own appointments.
Also when transferring information from one practice using owl to another - I was shocked to find out that the data doesn't translate and input into the correct allocations in the client's file.
Elegant design, integrated features make it easy to keep everything in one place. I love the automatic reminders, and the ability to have forms filled out securely.
Right now I have to go into the 'more info' tab and change the cost of the session, then change the setting to 'no show.
Customer service reps, across the board have not only been helpful, they have been a friendly lifeline when navigating through the more advanced features that OWL has on board.
I am happy that everything is available, including the client portal, all on one site. It is important to me that it is compliant with privacy legislation and our college.
The editor for notes feels much more user friendly than most EMR software. The ability to have secure communication with clients inside the portal.
It is an easy and intuitive software to use. I enjoy how comprehensive the features are.
I recommend this product to everyone. I save time and therefore money, feel supported, and efficiently manage my small counselling business.
I love that I can use my pen and tablet to write progress notes if I wish.
Customer service is supportive, reliable and always helpful in solving problems.
Some super helpful features, ease of use isn't always high.
I like that it’s a very complete product that encompasses many aspects of running a business. It’s an all-in-one kind of thing which makes it convenient to have.
It is also important that the server is in Canada. I am very happy with the quick turnaround when I have a question or a problem.
extendedReach logo
4.5
61

Foster care management for child placement agencies

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.8
Pros and Cons from extendedReach users   
avatar
avatar
+13
I like the user friendliness, & the program layout and ease to navigate. Being able to use from anywhere is a great asset as well.
I can't say there's anything I actually dislike, though.
I have transitioned to a new agency that uses Extended Reach and OMG has it been a beautiful transition. What I love about ER is that it is tailored for the individual needs of your company.
I have had some problems that customer service has not been able to solve yet.
ExtendedReach is easy to navigate, logical, and user friendly. What I like most about this software is that the support and training provided is excellent.
The software does not seem to be very well suited to behavioral health. Clinicians complain that some documentation disappears.
Their customer service is excellent!!! They offer lots of resources and extra training when needed. The staff are easily accessible and pleasant to work with.
And when I get stuck, I can always search for a video or tutorial on how to do whatever it is I need.
Its layout is user-friendly and clean, data input is easy and customizable, and customer service is amazing.
Our house parents love that eR is a web based cloud system. The customs form is a must have for agency that enjoy a good bit of technical flexibility and eR offers just that.
User friendly, improves billing capabilities. We are able to use across multiple service lines benefit us greatly.
Overall I have had a good experience with KaleidaCare Solutions.
ExtendedReach is an intuitive, user friendly system with great support.
Pros: Customization, Quick Quality Support, Very Cost Effective, Consistent Improvements. Ease of use for staff with limited computer experience.
Compared to other software, Kaleidacare is the most flexible, responsive and cost-effective solution out there.
It allows us to document interactions with clients, ensure compliance and bill the appropriate parties timely.
I like the user friendliness, & the program layout and ease to navigate. Being able to use from anywhere is a great asset as well.
I can't say there's anything I actually dislike, though.
I have transitioned to a new agency that uses Extended Reach and OMG has it been a beautiful transition. What I love about ER is that it is tailored for the individual needs of your company.
I have had some problems that customer service has not been able to solve yet.
ExtendedReach is easy to navigate, logical, and user friendly. What I like most about this software is that the support and training provided is excellent.
The software does not seem to be very well suited to behavioral health. Clinicians complain that some documentation disappears.
Their customer service is excellent!!! They offer lots of resources and extra training when needed. The staff are easily accessible and pleasant to work with.
And when I get stuck, I can always search for a video or tutorial on how to do whatever it is I need.
Its layout is user-friendly and clean, data input is easy and customizable, and customer service is amazing.
Our house parents love that eR is a web based cloud system. The customs form is a must have for agency that enjoy a good bit of technical flexibility and eR offers just that.
User friendly, improves billing capabilities. We are able to use across multiple service lines benefit us greatly.
Overall I have had a good experience with KaleidaCare Solutions.
ExtendedReach is an intuitive, user friendly system with great support.
Pros: Customization, Quick Quality Support, Very Cost Effective, Consistent Improvements. Ease of use for staff with limited computer experience.
Compared to other software, Kaleidacare is the most flexible, responsive and cost-effective solution out there.
It allows us to document interactions with clients, ensure compliance and bill the appropriate parties timely.
I like the user friendliness, & the program layout and ease to navigate. Being able to use from anywhere is a great asset as well.
I can't say there's anything I actually dislike, though.
I have transitioned to a new agency that uses Extended Reach and OMG has it been a beautiful transition. What I love about ER is that it is tailored for the individual needs of your company.
I have had some problems that customer service has not been able to solve yet.
ExtendedReach is easy to navigate, logical, and user friendly. What I like most about this software is that the support and training provided is excellent.
The software does not seem to be very well suited to behavioral health. Clinicians complain that some documentation disappears.
Their customer service is excellent!!! They offer lots of resources and extra training when needed. The staff are easily accessible and pleasant to work with.
And when I get stuck, I can always search for a video or tutorial on how to do whatever it is I need.
Its layout is user-friendly and clean, data input is easy and customizable, and customer service is amazing.
Our house parents love that eR is a web based cloud system. The customs form is a must have for agency that enjoy a good bit of technical flexibility and eR offers just that.
User friendly, improves billing capabilities. We are able to use across multiple service lines benefit us greatly.
Overall I have had a good experience with KaleidaCare Solutions.
ExtendedReach is an intuitive, user friendly system with great support.
Pros: Customization, Quick Quality Support, Very Cost Effective, Consistent Improvements. Ease of use for staff with limited computer experience.
Compared to other software, Kaleidacare is the most flexible, responsive and cost-effective solution out there.
It allows us to document interactions with clients, ensure compliance and bill the appropriate parties timely.
Bonterra Penelope logo
4.2
75

Cloud-based case management software for human services.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    3.7
    Features
    3.9
    Customer support
    4.1
Pros and Cons from Bonterra Penelope users   
+15
Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.
This software is not intuitive. It could be the way the administrator had it set up but it was extremely frustrating and confusing to use -- even after years of using it.
Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access.
Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.
Our trainer has been very responsive when we have questions and need further direction. I am very excited to finish the production side of our project and to start using the program.
You are not able to delete errors so you are left with a lot of extra entries that make certain parts busy and confusing.
The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.
Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end.
Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs.
I know there are a lot of other features offered but we haven't investigated them fully but from the limited exposure it feels very expensive.
The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management.
I've been using Athena's Penelope Case Management Tool in our Community Acquired Brain Injury service for over 8 years.
Having spent the past year learning how to navigate the software, our team is impressed with the detail it is able to capture.
We have found great value for money in this partnership.
EXcellent system for client files and caseload management.
Easy to get data by staff, client, date, service type, etc. Staff can do collaborative documentation with client in the community.
Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.
It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.
Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.
This software is not intuitive. It could be the way the administrator had it set up but it was extremely frustrating and confusing to use -- even after years of using it.
Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access.
Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.
Our trainer has been very responsive when we have questions and need further direction. I am very excited to finish the production side of our project and to start using the program.
You are not able to delete errors so you are left with a lot of extra entries that make certain parts busy and confusing.
The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.
Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end.
Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs.
I know there are a lot of other features offered but we haven't investigated them fully but from the limited exposure it feels very expensive.
The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management.
I've been using Athena's Penelope Case Management Tool in our Community Acquired Brain Injury service for over 8 years.
Having spent the past year learning how to navigate the software, our team is impressed with the detail it is able to capture.
We have found great value for money in this partnership.
EXcellent system for client files and caseload management.
Easy to get data by staff, client, date, service type, etc. Staff can do collaborative documentation with client in the community.
Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.
It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.
Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.
This software is not intuitive. It could be the way the administrator had it set up but it was extremely frustrating and confusing to use -- even after years of using it.
Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access.
Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.
Our trainer has been very responsive when we have questions and need further direction. I am very excited to finish the production side of our project and to start using the program.
You are not able to delete errors so you are left with a lot of extra entries that make certain parts busy and confusing.
The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.
Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end.
Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs.
I know there are a lot of other features offered but we haven't investigated them fully but from the limited exposure it feels very expensive.
The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management.
I've been using Athena's Penelope Case Management Tool in our Community Acquired Brain Injury service for over 8 years.
Having spent the past year learning how to navigate the software, our team is impressed with the detail it is able to capture.
We have found great value for money in this partnership.
EXcellent system for client files and caseload management.
Easy to get data by staff, client, date, service type, etc. Staff can do collaborative documentation with client in the community.
Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.
It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.
Amicus Attorney logo
3.7
196

Legal case management solution

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    3.6
    Features
    3.7
    Customer support
    3.4
Pros and Cons from Amicus Attorney users   
+15
I am impressed that Amicus actually takes action on suggestions and has adopted user recommendations. This is a nice value add proposition.
Amiucs sold us their accounting software package representing that it would work. It does not work because of the constant disruption of the link with QuickBooks.
The layout is attractive, and it has a lot of features and reports that are useful. It integrates fairly well with Quickbooks.
Customer Service is really awful. A government bureaucracy might be the only customer service department that is worse than Amicus.
I have had a very good experience with Amicus especially with integrated file/contact/case management.
There is no warning that you are about to close the entire program on your computer.
I like that I can have all of my Clients and cases easily accessible.
Document management sucks. I am sure that I am not the only person who keeps all documents organized in Windows subfolders.
The program's visual layout, divided into files and calendar, is easy to understand, easy to use and easy to teach new users to use.
Only wasted money sent to a corrupt company in Abacus.
We have been through I don't know how many upgrades through the years. My favorite version we have used was the one for small firms.
Again the diamonds get lost in the overwhelming minutia and the events tab rarely gets used.
I like where you can see the expenses you have in a case. Also, you can charge a credit card payment to a client in Amicus.
Annual installation was formerly a problem, but this changed.
Their technical support has been great. I am crazy about their support staff and can tell you this is a major reason that I have stuck it out through a steep learning curve.
TIME & MATTER MANAGEMENT: Data for our conflict database did not translate well from our previous system so conflicts checks take too long. Adding emails or files to the matter is very clunky.
Makes huge difference in time/billing accounting/revenue.
We ended up purchasing their integration with QuickBooks in order to get our billing out. Their "integration" is difficult to maneuver.
I am impressed that Amicus actually takes action on suggestions and has adopted user recommendations. This is a nice value add proposition.
Amiucs sold us their accounting software package representing that it would work. It does not work because of the constant disruption of the link with QuickBooks.
The layout is attractive, and it has a lot of features and reports that are useful. It integrates fairly well with Quickbooks.
Customer Service is really awful. A government bureaucracy might be the only customer service department that is worse than Amicus.
I have had a very good experience with Amicus especially with integrated file/contact/case management.
There is no warning that you are about to close the entire program on your computer.
I like that I can have all of my Clients and cases easily accessible.
Document management sucks. I am sure that I am not the only person who keeps all documents organized in Windows subfolders.
The program's visual layout, divided into files and calendar, is easy to understand, easy to use and easy to teach new users to use.
Only wasted money sent to a corrupt company in Abacus.
We have been through I don't know how many upgrades through the years. My favorite version we have used was the one for small firms.
Again the diamonds get lost in the overwhelming minutia and the events tab rarely gets used.
I like where you can see the expenses you have in a case. Also, you can charge a credit card payment to a client in Amicus.
Annual installation was formerly a problem, but this changed.
Their technical support has been great. I am crazy about their support staff and can tell you this is a major reason that I have stuck it out through a steep learning curve.
TIME & MATTER MANAGEMENT: Data for our conflict database did not translate well from our previous system so conflicts checks take too long. Adding emails or files to the matter is very clunky.
Makes huge difference in time/billing accounting/revenue.
We ended up purchasing their integration with QuickBooks in order to get our billing out. Their "integration" is difficult to maneuver.
I am impressed that Amicus actually takes action on suggestions and has adopted user recommendations. This is a nice value add proposition.
Amiucs sold us their accounting software package representing that it would work. It does not work because of the constant disruption of the link with QuickBooks.
The layout is attractive, and it has a lot of features and reports that are useful. It integrates fairly well with Quickbooks.
Customer Service is really awful. A government bureaucracy might be the only customer service department that is worse than Amicus.
I have had a very good experience with Amicus especially with integrated file/contact/case management.
There is no warning that you are about to close the entire program on your computer.
I like that I can have all of my Clients and cases easily accessible.
Document management sucks. I am sure that I am not the only person who keeps all documents organized in Windows subfolders.
The program's visual layout, divided into files and calendar, is easy to understand, easy to use and easy to teach new users to use.
Only wasted money sent to a corrupt company in Abacus.
We have been through I don't know how many upgrades through the years. My favorite version we have used was the one for small firms.
Again the diamonds get lost in the overwhelming minutia and the events tab rarely gets used.
I like where you can see the expenses you have in a case. Also, you can charge a credit card payment to a client in Amicus.
Annual installation was formerly a problem, but this changed.
Their technical support has been great. I am crazy about their support staff and can tell you this is a major reason that I have stuck it out through a steep learning curve.
TIME & MATTER MANAGEMENT: Data for our conflict database did not translate well from our previous system so conflicts checks take too long. Adding emails or files to the matter is very clunky.
Makes huge difference in time/billing accounting/revenue.
We ended up purchasing their integration with QuickBooks in order to get our billing out. Their "integration" is difficult to maneuver.