Case management, made human
Every client.
Every case. One point.
Client records, programs, and attendance for nonprofits and intake-driven teams —
built to keep people at the center, not paperwork.
Unlimited e-signatures on every plan.
Intake pipelines
From first contact to open case in minutes. Design your own steps, track every transition.
Groups & attendance
Programs, sessions, and rosters. Track who shows up, session by session.
E-signatures, unlimited
Send and sign agreements all in one place — no per-envelope fees, no add-on tier. Included on every plan.
Why Neffico Point
One point of focus for every case
Most case tools were built for compliance first and people second. We flipped it.
Your data is yours
Role-based permissions, secure document storage, and records that stay readable — never held hostage.
One record per person
Clients, guardians, and institutions live in one directory. Every case links back to the same person — no duplicate spreadsheets.
Built for the field
Works on the iPad at the front desk or the laptop on the road. Same data, same view, no sync dance.
Get started
Free for 30 days. No card required.
Set up your workspace, run your first intake, and send your first e-signature today.