Exponent Case Management

Using Data to Drive Results

You are working one-on-one with your constituents and grantees, and need systems to track the impact of these relationships. We build whole organization solutions on the Salesforce platform, so that you can unify all your data and operations in one system. From fundraising, accounting, and program management to communications and all processes that support your work, our solutions enable you to look across your organization to improve performance comprehensively and more effectively achieve your mission.

Exponent Case Management is built for the needs of today’s human services agencies. You need to prove results to your funders, access data that tells you how to improve your programs, and reduce manual work for your staff. Our product provides automated workflow and alerts, access on mobile devices, drag and drop reporting, and outcomes management. Want to see ECM in action? Register for a live demo.

  • Tailored Intake Forms
  • Progress Reports with Assessments
  • 360-Degree Client Records
  • Relationship & Household Tracking
  • Flexible Service Tracking
  • Comprehensive Service Planning
  • Group & Class Tracking
  • Drag & Drop Reporting
  • Easy Referral Tracking
  • Shared Resource Lists for Referrals
  • Timely Incident Tracking
  • Coordinated Service Teams
  • Job & Placement Tracking
  • Customizable Approval Processes
  • In-Depth Analytics
  • Outcomes Management Tools
  • Outlook & Email Integration
  • Event & Time-Based Alerts
  • Automated Referral Follow Up
  • Configurable Email Alerts
  • Email Communication Tracking
  • Duplicate Prevention Capabilities
  • On-the-Go Mobile Access
  • HIPAA Compliance
  • One-Click Data Export
  • Powerful APIs for Integration
  • Smart Document Storage
  • Extensive Configurability
  • Easy Maintenance
  • Next-Generation, Reliable Platform
  • At-a-Glance Dashboards
  • Completely Configurable Fields

“ECM helps us capture, analyze, and act on empirical data. The data informs the way that we provide excellent services and helps to secure resources to further our mission.”

Overview of Exponent Case Management Features

Does your human services agency struggle to create reports for your funders? Do your staff spend too much time inputing data? Does your current case management system leave you wondering about the impact you are having on your clients? Learn about how Exponent Case Management can help you solve these problems.

Client and Case Records

From a client record, you can see high-level client information, and also understand their participation in programs across your organization. Case records are linked to client records to avoid duplication. Each case record gives the case manager an at-a-glance view of the client’s participation in an individual program. The setup is highly configurable and provides one consolidated place for all the information staff need to track in order to understand client progress


Whether you intake clients individually into programs or perform a universal intake, Exponent Case Management offers tailored intake forms that help you capture data both on client and case records. If desired, intake forms can also capture assessment data which can be tracked against future assessments to view client progress over time.

Assessments and Measuring Progress

Assessments are at the core of measuring client progress in Exponent Case Management. You can build any type of assessment in our system, and offer any number of assessments for each program. Our solution automatically tracks baseline, intermediate and latest assessments so you can see changes over time

Service Planning and Tracking

Tracking services in Exponent Case Management is simple. Staff can record services directly from a case record and can record single, multiple, or group services all at once. For each service, the system can track units of service, type of service, case notes, and any other information you want to associate with a service. Service planning allows staff to set up goals, indicators and services for each client and each program

Referral Tracking

Staff can record internal or external referrals in Exponent Case Management. They can associate these referrals with organization records making it easy to report on all the referrals to each organization. Following up on referrals doesn’t require extra phone calls. Case managers can send an email directly from Exponent Case Management to the referral recipient organization and request updates through a secure portal. Referral feedback is automatically updated in Exponent Case Management without any additional work on the case manager’s part.

Reporting and Outcomes Management

Exponent Case Management has the most state-of-the-art reporting and analytics capabilities of any case management system. Reporting is simple with a drag-and-drop interface for custom reports and dashboards. You can report on any data in your system and filter based on any field. Exponent Case Management also offers an Outcomes Manager module which connects outcomes to client indicators and assessment data, so that you can track progress and adjust service plans based on results.

“Having a single system used by all teams reduces our administrative requirements substantially, while allowing us to easily report on outcomes across programs.”

Client Success

Building upon more than a decade of designing data management systems for human services organizations, Exponent Case Management drives efficiency and effectiveness. Learn more about how organizations like yours have transformed their work with new systems.

Case Study: California Human Development

Client Description California Human Development is a non-profit organization waging the War on Poverty for 50 years. Inspired in service to our state’s farm workers, today CHD serves people of low income…

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Case Study: Meda

Highlights Provided a holistic overview of families in Promise Neighborhood Increased collaboration & service integration across partner agencies Unified partner data for better program decisions & collective impact “My favorite part of…

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Case Study: Institute for Family Development

Client Description The Institute for Family Development (IFD) provides a range of innovative and cost-effective in-home services to children and families. IFD’s mission is to develop, deliver and disseminate evidence-based child welfare…

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See a Live ECM Demo

We regularly hold live demos of ECM where you can see it in action and ask questions.
Register for Demo

Case Management Resources

Case management systems are vital for human services agencies. However, many struggle with legacy software: dealing with challenges like disconnected data, manual process, and costly upkeep.

Webinar: An Intro to Exponent Case Management

Exponent Case Management (ECM) helps case workers collect data naturally while they work and makes it possible for human services organizations to connect their day-to-day activities to their outcomes. Built on the…

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Blog: Increasing Efficiency with Universal Intake

Meet Susan—a single mother who wants to register for a training program that will make her more employable. After filling out a lengthy form by hand, Susan meets with one of the…

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