## Simplify Casework, Strengthen Client Results

Track clients, coordinate services, and report outcomes—all in one secure system.

### 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

Manage Applications and Cases — FORWARD

Here’s your **dashboard**—your command center for all case and application activity.

## 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%

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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

- **Can I customize fields, workflows, and outcomes?**  Yes. You can configure case fields, service types, referral steps, and outcome metrics to align with your program goals and reporting requirements.

- **How does the system support collaboration across teams?**  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.

- **Is client data secure?**  Yes. We are HIPAA and SOC 2 compliant, with built-in controls for privacy, permissions, and secure access.

## Less Time Spent on Admin

## 50%

.jpg)

## 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.

## FORWARD security certification that protect our clients and their communities:

## Simplify Case Management, Improve Service Delivery

See how FORWARD Sync helps nonprofit teams spend less time on administrative tasks and more time helping people.