LiveImpact
6.3#6 in social work case managementFrom $125 a monthWeb
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| Fact | LiveImpact | Primero |
|---|---|---|
| Case management | Its case management features include custom workflows, drag-and-drop forms, client communications, and AI-powered reporting. | Case management workflows cover identification, registration, assessment, planning, referrals and transfers, and case closure, with supervision, notifications, and tasking tools. |
| Founded | 2014 | 2013 |
| Free plan | No | Yes |
| Reporting dashboards | Yes | Yes |
| Security | The homepage says case management includes HIPAA-ready security features for protecting sensitive data. | The maker says role-based permissions restrict access to sensitive data according to users’ need to know. |
| Support | The pricing page lists unlimited email support, a tutorial base, an AI knowledge bot, tailored workshops, and one-on-one onboarding support. | The Support Hub provides open-source documentation, knowledge-base articles, release information, training resources, technical guidance, and community access. |
It suits nonprofits seeking one web platform for programs, fundraising, donor relationships, and volunteer coordination. Its plans and tools address organizations looking for reporting, CRM, or case-management capabilities.
Primero suits organizations that need structured case intake, custom fields, audit trails, and reporting. Its deployment options fit teams considering self-management, hosted service, or a hybrid setup.