For Nonprofits
Case management that actually matches how you work.
MobilityLens gives your caseworkers a full intake-to-close workflow, AI-assisted note summaries, real-time risk detection, and funder-ready outcome reports — in one platform, with every client in one place.
The case lifecycle — from first contact to closed outcome
Structured form · Consent capture · Duplicate detection
Four-capital scoring · Risk flag detection · AI suggestions
Case notes · Referrals · Goal tracking · Alerts
Progress assessment · Plan adjustment · Supervisor review
Outcome recorded · Data de-identified · Report generated
Everything your team needs. Nothing they don't.
Structured intake wizard
Guided intake captures demographics, household composition, presenting needs, income sources, and consent — in one consistent flow across every caseworker.
360° client view
A single screen showing all open and historical cases, current goals, pending referrals, recent note activity, and AI-generated risk flags — before you open a single file.
Case Plan hierarchy
Case Plan → Objective → Goal → Milestone. Each milestone has a due date, responsible party, and completion status. The client sees their own goals in plain language.
AI-assisted case note summaries
After each session, the AI synthesizes key themes from case notes into a structured summary — saving 10–15 minutes per session and surfacing patterns a worker might miss.
At-risk alerts
The AI scans case note language for indicators of housing instability, safety risk, mental health crisis, or benefits cliff situations — and flags them for the caseworker before the next session.
Referral tracking
Log referrals with status (referred, accepted, pending, declined). See which providers have the highest acceptance rates for clients with your population's profile.
Funder-ready outcome reports
Auto-generated outcome reports by program, funder, or cohort. Export as PDF or CSV. All data is de-identified before leaving the system.
Subpopulation analytics
Filter by ZIP, household size, age band, income bracket, or capital area to see what's working for which subpopulations — and what isn't.
A case plan that actually has structure.
Most case management tools give you a free-text notes field and call it a plan. MobilityLens gives you a real hierarchy: one Case Plan per case, one or more Objectives per plan, Goals under each Objective, and Milestones under each Goal — each with a due date, status, and responsible party.
The client sees their own milestones in plain language in their personal dashboard. The caseworker sees completion percentages, overdue alerts, and AI-generated suggestions for the next step.
Built for the data your clients trust you with
Tenant isolation
Your client data is never visible to another organization. Row Level Security enforces this at the database layer.
Role-based access
Caseworkers see only their assigned caseload. Supervisors see team-level data. Funders see only de-identified outcomes.
GDPR-aligned
Data subject rights, 90-day post-closure retention, and full audit trail. Export or delete client data at any time.
Ready to see it with your real caseload?
We'll walk through intake, a full case plan, and an outcome report in 30 minutes.
Request Demo