Track each person from intake through years of services, check-ins and documents. Ask how they are doing. See the sources. Know what to do next.
Most teams already have the information. It lives across intake forms, notes, service records, surveys and check-ins. The work is stitching it back together every time someone needs an answer.
Sopact keeps the record current as new information arrives, so context stays with the person, not with the one staff member who remembers the last report.
New check-ins, notes, attendance and survey responses stay attached to the same person. When the team asks what changed, the answer and its sources are already in view.
Maya began a part-time placement and completed both scheduled sessions. Transportation support is active.
One custom workflow connects the information you already collect to the questions your team needs to answer.
Bring in intake details, notes, services, surveys and check-ins while the work is happening, without rebuilding the same record.
New information stays connected to the person, so the history is ready when the next conversation happens.
Ask a question in plain English instead of starting a new data pull or waiting for someone to assemble the answer.
Trace the answer back to its source. Your team reviews the context and decides the next action.
Follow changes across check-ins, services, surveys and outcomes without losing the history behind them. Move from one person’s record to cohort, site or program patterns, then trace the result back to the source.
Open any site to return to the people and updates behind the pattern.
A program pattern remains connected to its participant records and source updates.
Start with the person, then zoom out to a cohort or program. Ask the practical question behind the decision, and see where the answer came from.
Maya began a part-time placement and completed both scheduled sessions. Transportation support is active, and her latest survey shows higher confidence.
Open the notes, check-ins and survey responses behind a prepared answer. Your team can inspect the context instead of accepting an unexplained result.
Automation should remove the waiting, the copy-paste and the reporting scramble. It should not remove the context or the judgment that case work requires.
Connect the information your team already collects, keep each person’s history intact, and make gaps visible before the next review or report.
Start with the people, updates and questions your team already manages. Build from there.
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