Client & Case Management · Core plan
Case management built for the people you serve
One record per person. Every case, from first contact to resolved.
Most small nonprofits track the people they serve across spreadsheets, inboxes, and paper files — so nothing connects and nothing is countable. Mission Hand gives each person a single living record: who they are, their household, the services they’ve received, and exactly where their case stands in your process.
One person, one record — no duplicates
Everyone you serve gets a single profile that holds contact details, household, notes, and history. Because a person can hold multiple roles, the same human can be a client, a volunteer, and a donor without you keeping three disconnected records.
A record you can shape to your mission
Food, housing, education, and youth programs all need different data. Choose from a library of structured fields — household size, eligibility, dietary needs, grade level, and more — so your client record fits your work without turning into a free-text mess.
Move every case through your process
Build the stages your cases actually move through and drag each one forward, so nothing stalls and nobody is forgotten. Confidential notes stay restricted to the staff who should see them.
Everything becomes a number
Every case, service, and note is captured as structured data the moment it happens — so the counts your board and funders ask for are already there when you need them.
What you get
- ✓One profile per person, with full history
- ✓A configurable, structured client record
- ✓Case pipelines built around your programs
- ✓Confidential notes gated to staff
- ✓Household grouping and relationships
- ✓Grant-ready counts, automatically
Frequently asked questions
Is this a CRM for nonprofits?
It’s more than a donor CRM — Mission Hand manages the people you serve (clients and cases) alongside donors and volunteers in one system, which donor-only tools like Bloomerang don’t do.
Can we customize what we track on each client?
Yes. Pick from a large library of pre-structured fields, so different programs capture different data while everything stays countable for reporting.
Bring your whole mission into one place.
Client & Case Management is one pillar of Mission Hand — clients, donors, volunteers, and the numbers that prove your impact, all together.
Intake →
Programs & pathways →
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