FORWARD Sync — Case management with AI Navigation built in

Case management with AI navigation built in

Sync helps case managers track more cases, follow through on more action plans, and connect more participants to programs — without drowning in spreadsheets and tab-switching.

No bolted-on chatbot vendor. No re-keying intake data between systems. Per-active-case pricing, published and predictable.

Starts at $15,800/year for 100 active cases · Ally Starter included

How Sync + Ally work together

One participant, one profile, one platform — from first chat through follow-up referral.

Step 1

Resident hits FORWARD Ally
Chat, voice, or IVR captures Tier 1 contact info and screens for eligibility — in 8 languages.

Step 2

Case manager picks up in Sync
Pre-filled intake lands in the queue. Build an action plan with check-ins — no re-keying contact or eligibility data.

Step 3

Programs from the shared catalog
Ranked recommendations per participant. Same program catalog Ally screens against — one source of truth.

Step 4

Referrals out, Ally re-engages
Track referrals to partner agencies. Ally nudges the participant about new programs they qualify for.

Why Sync, not just another CM tool

Three things every social-services CTO has been burned by — and how Sync handles each.

Built-in AI navigation

Ally is in the box at every Sync tier. Chat, voice, IVR, screener, and landing pages — no chatbot vendor to procure, integrate, or pay for separately.

Shared participant profile

Eligibility data Ally collects flows straight into intake. HMIS-aligned vocabulary so income, household, and consent fields don’t get re-keyed.

Transparent per-case pricing

Published annual prices indexed to active cases. No per-seat lock-in, no “contact us for pricing” wall, no surprise renewals.

What you get with FORWARD Sync

Six pieces of case-management infrastructure, one connected workspace.

Intake forms

AI-generated from your existing PDFs or web forms. Progressive intake: capture Tier 1 in 60 seconds, resume later via magic link.

Action plans + check-ins

Structured plans per case with due dates, owners, and recurring check-ins. Templates for disaster, workforce, housing, and general.

Recommended programs

Ranked matches per participant from the shared catalog. Caches by profile hash so the same answer comes back fast on re-open.

Edit history + audit log

Every field change recorded with who, when, and old/new values. Right-rail panel on every case for compliance review.

Referrals tracker

Send participants to partner agencies and track status. Closed-loop reporting on who got connected and what happened.

HMIS-aligned vocabulary

Income, household, consent, and disability fields use HMIS canonical keys. Drop-in compatible with existing reporting workflows.

What changes when Sync is in the loop

Directional estimates based on pilot operations. Real customer figures coming online soon.

60 sec
Tier-1 intake capture
Resident gives name + contact + headline need in under a minute, then resumes later via magic link.

40%
Faster intake to action plan
Pre-filled fields from Ally + HMIS-aligned vocabulary cut re-keying time vs. legacy CM workflows.

3x
Participants per case manager
Routine eligibility questions handled by Ally; CMs spend their time on action plans and follow-ups.

0
PII leaks in chat transcripts
Personal info is detected and stripped before the model sees it. The CM workspace is the authorized PII surface.

Sync isn't trying to replace your case workflow

It's trying to remove the busywork (re-keying intake, hunting through tabs, formatting reports) so your case managers can spend more time with participants.

Pricing scales with your caseload

Annual prices indexed to active cases. Every tier includes FORWARD Ally at the matched level.

Starter

$15,800 / year
$13.17 / case / month
100 active cases
Up to 10 programs
Ally Starter included

Core

$33,800 / year
$9.39 / case / month
300 active cases
Up to 15 programs
Ally Core included

Advanced

$68,000 / year
$5.67 / case / month
1,000 active cases
Unlimited programs
Ally Advanced included

Enterprise

Custom
Custom caseload
Unlimited programs
Ally Enterprise included

Just need the resident-facing layer? FORWARD Ally stands alone starting at $5,000/year.