Case management

Every client. Every program. One record.

Social service workers manage client records, program enrollments, service logs, documents, and follow-ups from a single workspace. No switching between tools. No copying data between systems.

Each client has one record that spans all programs they're enrolled in so anyone on your team always has the full picture.

  • Client profiles with full enrollment and service history
  • Program enrollment, waitlists, and status tracking
  • Service log notes with follow-up tracking
  • Document storage and management
  • Multi-site and multi-program support
Groundrise Client record
247
Active cases
18
Pending
6
Programs
Maria SantosActive
ProgramPark Place Housing Stability
EnrolledMarch 12, 2026
Last contact2 days ago
James OkonkwoFollow-up needed
ProgramMeadow View Workforce Dev.
Last contactToday

Client app

Groundrise Connect: the app your clients actually use.

Groundrise Connect is a native iOS and Android app your clients download to see their case status, enrolled programs, documents, and messages without calling your office to ask. It ships white-labeled with your organization's name and branding, not Groundrise's.

Clients create an account that gets matched to their existing record. Your social service workers approve the match with one click. From there, everything stays in sync automatically.

  • Your organization's app name, not Groundrise's
  • Case status, programs, and documents visible to clients
  • Push notifications from social service workers
  • Secure self-signup with one-click staff approval
  • Available in 30 languages
My programs
PP
Park Place Apts.
Housing Stability • Active
MW
Meadow View
Workforce Dev. • Enrolled
1 new message
From your social service worker at Park Place

Messaging

SMS, push & in-app all in one place.

Reach clients where they are. Send individual SMS messages, run broadcast campaigns to entire program cohorts, or push notifications directly to the Groundrise Connect app all from the same screen. Clients can also message their coordinator directly inside the app, no SMS opt-in required.

Every message is logged automatically to the client's record. No separate messaging tool. No copy-pasting between systems.

  • Individual SMS from client profiles
  • Direct in-app messaging, no SMS opt-in needed
  • Broadcast campaigns to program cohorts
  • Push notifications to the client mobile app
  • All conversations logged to the case record
  • Opt-out management built in
Groundrise Messages
Broadcast Park Place Apts · 84 recipients
"Reminder: your annual recertification documents are due by June 15. Please bring them to the office or upload via the app."
Delivered81 / 84
Opt-outs2
SentToday at 9:14am
New message to Maria Santos...
Send

Reporting

Board-ready reports without the spreadsheet assembly.

Run enrollment reports, program outcome summaries, demographic breakdowns, and engagement metrics directly from the platform. Export for board decks or funder reports in minutes, not days.

  • Enrollment and program outcome reports
  • Demographic and engagement summaries
  • Activity log for admins full audit trail
  • CSV export for board and funder reporting
Groundrise Reports
312
Total enrolled
94%
Retention
ProgramHousing Stability
Active clients142
Completed67
Avg. duration8.4 months
ProgramWorkforce Dev.
Active clients89
Placed71%

Document extraction

AI reads your documents so your staff doesn't have to.

When clients upload documents — utility bills, rent receipts, business receipts, ID documents — Groundrise can automatically extract the key data from them. Amounts, dates, and identifiers pulled from images in seconds.

Admins and social service workers trigger extraction from the community page, select a document type and date range, and get a clean results table they can export to CSV for reporting or funder verification.

  • Extracts dollar amounts from utility bills, receipts, and more
  • Filter by document type and date range
  • Results table with resident name, unit, date, and amount
  • One-click CSV export for reporting and funder compliance
  • Triggered by admin or social service worker on demand
Groundrise — Document extraction
Document typeUtility bill
Date rangeJan 1 – Mar 31, 2026
CommunityPark Place Apts.
Extracted results
Maria Santos · Unit 4B$142.50
Feb 14, 2026Utility bill
James Okonkwo · Unit 2A$98.20
Feb 9, 2026Utility bill
Export to CSV

Languages

30 languages.
No extra configuration.

Clients select their preferred language when they sign up for Groundrise Connect. The entire app navigation, notifications, and content displays in their language automatically.

Set at signup

Clients pick their language when they create their account. No staff configuration required. No separate app versions.

Notifications in their language

Push notifications and in-app messages display in each client's selected language automatically.

Full UI translation

Every screen in the client app (programs, documents, messages, profile) is fully translated across all 30 supported languages.

See it in action

30 minutes.
Your use case.

We'll walk through the platform using your organization's context.

Request a demo See pricing →