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Collaborate Logo

Case management software for social service organizations

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Table of Contents

Collaborate - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

Collaborate overview

What is Collaborate?

Collaborate is a customizable, HIPAA-compliant case management platform built for non-profits and social services agencies, including child advocacy centers and multi-agency networks. It brings intake, case history, medical exam and test result records, referrals, and custom reporting into one secure, web-based system. Hotline intakes can convert into full case records, while a Referral Module manages internal and external referrals across programs. Intake data maps directly to funder reports, so agencies get credit for every client served. Optional modules like Document Queue and Document Templates add further flexibility, and Collaborate for Networks enables secure data sharing between organizations.

Starting price

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Alternatives

Collaborate’s user interface

Ease of use rating:

Collaborate reviews

Overall rating

4.6

/5

46

Positive reviews

76

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.76/10
Rating distribution

5

4

3

2

1

29

15

2

0

0

Pros
“The platform is relatively easy to learn and provides a straightforward way for our commercial insurance team to collaborate and stay organized.”
mk

michael k.

Account Manager

“It would be helpful to have that training or access option communicated more clearly.”
KB

Katelen B.

Data and Communications Coordinator

“Difficult to make reports if there are many items with slight variations in names.”
EP

Elizabeth P.

VP of Clinical and Trauma Informed Services

Cons
“Collaborate is not user friendly and there are things that could be streamlined to make it easier (ie: being able to copy things like allegations, addresses, and phone numbers between associated cases; being able to upload multiple documents at a time, or copy documents to associated cases; instead of having to click through multiple tabs to view all the information on the chart and wait for the page to load, just have it all listed on one page.”
LG

Lisa G.

Child Advocacy Center Coordinator

Who uses Collaborate?

Based on 46 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Non-Profit Organization Management
Individual & Family Services
Mental Health Care
Insurance

Use cases

Social Work Case Management
Data Analysis
Human Services
Reporting
Document Generation

Collaborate's key features

Most critical features, based on insights from Collaborate users:

Reporting & statistics
Document management
Goal setting/tracking
Scheduling
Forms management
Volunteer management

All Collaborate features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Ad hoc reporting
Administrative Reporting
Alerts/Escalation
API
Appointment management
Assessment management
Attendance management
Billing & invoicing
Calendar management
Care plan management
Case management
Case notes
Certification & licensing
Child Welfare Management
Client management
Client portal
Collaboration tools
Communication management
Compliance management
Contact database
Contact management
Customizable fields
Customizable forms
Customizable reports
Dashboard
Dashboard creation
Data collection
Data discovery
Data import/export
Data visualization
Document management
Document storage
Document templates
Electronic signature
Email alerts
Employee management
Forms management
For nonprofits
Goal setting/tracking
HIPAA compliant
Intake management
Medical history records
Mobile access
Multi-Location
Program management
Progress reports
Progress tracking
Project time tracking
Real-Time reporting
Records management
Referral management
Referral tracking
Reminders
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Scheduling
Self service portal
Survey/Poll management
Task management
Task scheduling
Templates
Third-Party integrations
Time tracking
Training management
Volunteer management
Workflow automation
Workflow management

Collaborate alternatives

Collaborate logo
visit website

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39.95

/user

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Collaborate pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Collaborate price and value

Value for money rating:

To see what individual users think of Collaborate's price and value, check out the review snippets below.

“The platform is relatively easy to learn and provides a straightforward way for our commercial insurance team to collaborate and stay organized.”
mk

michael k.

Account Manager

“It would be helpful to have that training or access option communicated more clearly.”
KB

Katelen B.

Data and Communications Coordinator

Collaborate support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
Chat

Training options

Live Online
Documentation
Webinars
Videos
In Person

Collaborate FAQs

Q. Who are the typical users of Collaborate?

Collaborate has the following typical customers:
Small Business, Large Enterprises, Mid-size Business

These products have better value for money


Q. What level of support does Collaborate offer?

Collaborate offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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