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Description
Caseload Manager stands out as a premier cloud-based solution for managing caseloads in mediation, ombuds, family, and human services sectors. Our team collaborates with you to customize Caseload Manager, ensuring it aligns perfectly with your specific case and data management requirements. We offer a comprehensive package at a fixed cost, which encompasses consultation, training, ongoing support, and detailed reporting. All essential services are bundled together—training, continuous support, backups, system enhancements, and more—so you have everything you need at your fingertips. Authorized users can conveniently access their case data from any location and device, enhancing efficiency and accountability in managing staff and resources. With Caseload Manager, you benefit from round-the-clock availability, automated hourly backups, and timely updates. This scalable platform allows you to oversee an unlimited number of cases, staff, and panel members seamlessly. Ultimately, Caseload Manager serves as your all-in-one solution for effective case management, ensuring that you have all necessary components included at a single, clear price, along with ongoing consultation, training, and support to help you succeed.
Description
Sara is a comprehensive platform designed for client communication and workflow management, serving as a central hub for state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services agencies. By streamlining administrative tasks, automating client follow-ups, and enhancing compliance, it integrates seamlessly with existing case management systems. The platform simplifies routine operations such as two-way texting and email, scheduling appointments and sending reminders, creating automated case notes, capturing documents along with e-signatures, conducting surveys, and facilitating HIPAA-compliant video conferencing. Furthermore, it meticulously records and syncs communications to the agency’s official system, supports an unlimited number of messaging templates and workflows, and is customizable to fulfill specific compliance and program needs. As a result, agencies can efficiently scale their operations while ensuring consistent engagement with their caseloads, ultimately leading to improved service delivery. This adaptability allows agencies to meet the evolving demands of their respective fields effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$59 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Resourceful Internet Solutions
Founded
1996
Country
United States
Website
www.caseloadmanager.com
Vendor Details
Company Name
Sara
Founded
2010
Country
United States
Website
saraworks.com
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management