Transform Case Management With Sumac Case Portal!
Case Portal is a sleek, new web app that allows caseworkers to manage clients, case notes, and meetings on the go.
Designed for human & social services 🫶
Included FREE with Sumac Case Management Desktop
Get Case Portal Today
Fill out the form to get Case Portal for your Nonprofit
Why Caseworkers Love Case Portal
#1 Get Client Info At Your Fingertips
Caseworkers can quickly find a client’s address, phone number, and case notes, so they’re prepared for meetings.
#2 Record Case Notes From Anywhere
Caseworkers can record case notes on site while the meeting is still fresh in their minds, saving time and improving the quality of client records.
#3 Schedule Reminders & Meetings On The Go
Caseworkers can also use the portal to schedule reminders and follow-up meetings with clients, helping ensure continuity and improve case management.