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Centralize Client Records and Service Coordination
FORWARD Sync simplifies case management for government agencies and nonprofits delivering direct services. From intake to outcomes, manage every case in one place—without spreadsheets or scattered files.
Track interactions, assign staff, manage referrals, and report progress with confidence.
Case Management for Nonprofit Service Delivery
Core Capabilities
What You Can Do with FORWARD Sync
Store client information, service history, documents, and notes in one secure, searchable profile. No more duplicate data or manual tracking.
Centralize Case Records
Easily assign staff to cases, log services, and monitor team activity. Keep everyone aligned and accountable.
Assign Caseworkers and Track Activities
Track internal and external referrals, schedule follow-ups, and close the loop on care. Ensure no client falls through the cracks.
Manage Referrals and
Follow-Ups
Build reports on service delivery, client progress, and program outcomes. Meet funder requirements and identify areas for improvement.
Report Outcomes and Monitor Trends
Trusted by Public Agencies Nationwide
From housing to health to economic mobility, FORWARD supports nonprofits and government agencies delivering critical services at scale.
50%
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100%
Audit-Readiness for Compliance
300k+
Less Time Spent on Admin
Clients Served
Trusted by Public Agencies Nationwide
Clients Served
Reduction in Manual
Admin Work
50%
100%
Audit-Readiness for Compliance and Reporting
300k+
From housing to health to economic mobility, FORWARD supports nonprofits and government agencies delivering critical services at scale.
FAQs
Yes. You can configure case fields, service types, referral steps, and outcome metrics to align with your program goals and reporting requirements.
You can assign cases to individuals or teams, track activity logs, and share notes securely. Role-based access ensures that the right staff see the right data.
Yes. We are HIPAA and SOC 2 compliant, with built-in controls for privacy, permissions, and secure access.
Less Time Spent on Admin
50%
Audit Readiness for Compliance & Reporting
100%
Clients Served
300k+
Trusted by Public Agencies Nationwide
From housing to health to economic mobility, FORWARD supports nonprofits and government agencies delivering critical services at scale.
