# 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  
- Intake forms (AI-generated)  
- Action plans + check-ins  
- Recommended programs  
- Audit history  
- HMIS-aligned vocabulary

### Core

$33,800 / year  
$9.39 / case / month  
300 active cases  
Up to 15 programs  
Ally Core included  
- Everything in Starter  
- Referrals tracker  
- IVR phone intake (via Ally)  
- SEO landing pages (via Ally)  
- Priority email support

### Advanced

$68,000 / year  
$5.67 / case / month  
1,000 active cases  
Unlimited programs  
Ally Advanced included  
- Everything in Core  
- CRM / data warehouse webhooks  
- Multi-program reporting suite  
- Configurable form templates  
- Priority phone support

### Enterprise

Custom  
Custom caseload  
Unlimited programs  
Ally Enterprise included  
- Everything in Advanced  
- Dedicated success manager  
- SSO + audit log exports  
- Custom data residency / SLA  
- White-glove onboarding

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