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Case Management 

Flexible Nonprofit Case Management for Service Delivery

Whether your nonprofit provides family services, substance abuse treatment, outpatient care, or any other human service programs, NewOrg’s nonprofit case management platform helps you streamline service delivery, track client progress, and simplify reporting in one secure and customizable system.

Illustration of a person surrounded by nonprofit case management icons including scheduling, document sharing, secure data, time tracking, and workflow automation, symbolizing streamlined service delivery and productivity.

Trusted by Nonprofits Across the USA and Canada

Operation Fuel logo – nonprofit energy assistance provider using NewOrg’s nonprofit case management software to streamline service delivery.
Conway Police Department logo – public agency leveraging NewOrg’s secure data management platform for community case tracking.
Kesher Families logo – nonprofit organization utilizing NewOrg’s case management system to support family services and intake documentation.
Cancer CAREpoint logo – cancer support nonprofit managing client care and outcomes through NewOrg’s nonprofit data management platform.
Catawba Valley Habitat for Humanity logo – affordable housing nonprofit using NewOrg’s case management tools for application tracking and service coordination.
Illustration of a diverse team of nonprofit staff high-fiving in an office setting, symbolizing collaboration, efficiency, and success with NewOrg's nonprofit case management software.

Spend less time managing data and more time serving clients.

NewOrg’s nonprofit case management software helps reduce administrative overhead by streamlining client tracking, simplifying reporting, and improving team collaboration. This lets your organization stay focused on delivering services and achieving measurable outcomes.

Smarter Nonprofit Case Management for better client outcomes

  • Client Coordination
  • Secure Portal Entry
  • Scheduling Solutions
  • Client Coordination

    Case Management Website Mock Up

     

    Unified System for Managing Services and Clients

    Give your team real-time access to client data, service history, and program progress through NewOrg’s nonprofit case management platform. With one system for managing services across departments, your staff can stay aligned, complete tasks efficiently, and ensure clients receive consistent, high-quality support.

  • Secure Portal Entry

    Visual of NewOrg’s secure file-sharing interface showing document packets, printable forms, surveys, and electronic signature capture with upload options, emphasizing encrypted nonprofit data collection.



    Securly Share Forms, Files, and Signatures from Anywhere

    Simplify how your organization handles forms, files, and signatures. NewOrg’s secure client portal streamlines document collection and keeps everything synced, encrypted, and audit-ready—no chasing, no printing, no waiting.

  • Scheduling Solutions

    Color-coded view of NewOrg’s shared team calendar showing nonprofit staff scheduling for appointments, events, and client services.



    Keep Scheduling Simple and Connected Across Programs

    NewOrg’s software includes flexible calendar and appointment tools designed for nonprofits. Manage staff schedules, client check-ins, and program bookings in one place to reduce no-shows and keep your team in sync—whether in-person or remote.

Solutions for Case Management

Paperless Documentation

Go fully digital with unlimited file storage and streamlined workflows to eliminate paperwork. 

Efficient Billing

Automate and simplify billing processes to reduce errors and save your team time.

Compliance Made Easy

Stay secure and compliant with built-in protections for HIPAA, PIPEDA, and GDPR standards. 

Secure Privacy Controls

Protect client information with permission-based access and encrypted data handling 

Referral Tracking and Access

Allow partners to refer clients or access shared records through controlled, front-facing portals.

Illustration of a nonprofit professional analyzing program data dashboards with charts and graphs, representing NewOrg's case management software for improving service outcomes and workflow efficiency.

Reach New Heights with NewOrg

Our cutting-edge nonprofit software solution empowers organizations to offer superior services, achieve improved outcomes, and optimize workflows by merging program data and business functions into a single, adaptable solution.

Want To Learn More?

Experience our nonprofit case management solution in action. Book a personalized demo and see how NewOrg can transform the way your team works.

Schedule a Demo

We are very satisfied with NewOrg's software. We are a small non-profit organization that was looking for an affordable customized case management solution and NewOrg is that.

Testimonial Picture (11) Dallas S. Executive Director