Bonterra Case Management

Bonterra Case Management is a cloud-based system for handling case intake, participant records, workflows, and reporting. It runs on the web and iOS, and its listed capabilities include intake forms, workflow automation, custom case fields, audit trails, and reporting dashboards. The product is organized into three Apricot plans. Essentials includes form design, document storage, enrollment and exits, caseloads, network referrals, native and compliance reporting, email triggers, mobile access, role-based permissions, and record audits. Pro adds form logic and smart fields, scheduling, internal referrals, custom workflows, rules and alerts, participant intake and portals, advanced record audits, and multifactor authentication. Enterprise includes Pro features plus aggregate and results reporting, inventory management, dashboards, single sign-on, a sandbox site, automated SFTP imports, and API access. Bonterra is based in Austin, Texas, and was founded in 2021. The pricing model is paid, with pricing available on request; no plan prices are listed.

Bonterra Case Management covers intake, records, workflow, and reporting needs across three plans. Buyers will need to request pricing to compare the plans’ costs.

Bonterra Case Management suits organizations seeking case intake, participant records, workflow tools, and reporting in a cloud product. Its three plans offer different sets of permissions, reporting, automation, and integration capabilities.