Good news – we’ve added new tools to optimize your casework!
New Summer 2026 Case Management Hub Features
We recently rolled out a set of updates to Case Management Hub that give you more control, better visibility, and simpler ways to get things done.
Available in All Plans:
Client Management
- See a snapshot of each client with a new card view
- Track program history and see a client’s full journey
- Merge duplicate profiles to clean up extra entries
Access Controls
- Edit custom permissions for detailed access controls
- Track account activity with the audit log
Available in Plus & All-in-One Plans:
Forms & Organization
- Keep forms organized with form categories
- Add & send PDF/Word format forms
Want to see these in action?
Coming Soon (in the next few weeks)
- Billing – bill clients directly. Manage invoices & payments (Plus & All-in-One plans)
- Website Builder – build your site and pages (no code required!) (All-in-One plan)
- Classes & Events – promote & track attendance easily (All-in-One plan)
We continue to enhance the platform as you provide us with feedback. Please keep it coming!
Thinking about switching plans to get a new feature? Compare plans here or on your subscription page.