- Home
- Social Work Case Management
- Transform
On the recordRead 7 Oct 202614 facts
Transform
Transform · Edmonton, Alberta, Canada
Plans and prices
Tier 1
$70a month
Data Export · Settings Mgmt · Intake & Assessment · Basic Reporting
Read 7 Oct 2026 · flourishing.systems
Tier 2
$100a month
Food Hamper Mgmt · Scheduling/Appointment · Advanced Reporting
Read 7 Oct 2026 · flourishing.systems
Tier 3
Priced on request
AI Analytics · Omni-Channel Messaging · Client Data Sharing · Public Forms
Read 7 Oct 2026 · flourishing.systems
On the record
- Access controls
- The features page lists advanced role-based permissions and audit trails and reporting.flourishing.systems · read 7 Oct 2026
- Case management
- Teams can document client interactions, track progress, manage case files, set goals, and track services delivered.flourishing.systems · read 7 Oct 2026
- Client management
- The platform supports custom client fields, digital intake forms, automated workflows, and role-based permissions.flourishing.systems · read 7 Oct 2026
- Cloud delivery
- Transform is described as a cloud-based solution that requires no complex software installation or maintenance.flourishing.systems · read 7 Oct 2026
- Customization
- Transform offers custom feature development for organizations with specific requirements.flourishing.systems · read 7 Oct 2026
- Integrations
- The privacy policy identifies Google Calendar as an integration and says users can connect, synchronize, and disconnect it.flourishing.systems · read 7 Oct 2026
- Intended users
- The platform is tailored to nonprofit and public sector organizations delivering social services.flourishing.systems · read 7 Oct 2026
- Messaging
- Built-in messaging supports SMS and WhatsApp, message translation, document exchange, and appointment scheduling.flourishing.systems · read 7 Oct 2026
- Purpose
- Transform provides tools for social service agencies to manage services, clients, and data.flourishing.systems · read 7 Oct 2026
- Reporting
- Transform offers real-time dashboards, data analysis, and report and data exports in formats such as PDF and CSV.flourishing.systems · read 7 Oct 2026
- Security
- The maker says Transform uses encryption and security protocols and is compliant with relevant privacy regulations, including HIPAA.flourishing.systems · read 7 Oct 2026
- Support
- The maker says it provides unlimited customer support for managers and frontline workers, plus onboarding and ongoing support.flourishing.systems · read 7 Oct 2026
- Surveys
- The surveys module supports custom questions, conditional logic, anonymous responses, and responses linked to client profiles.flourishing.systems · read 7 Oct 2026
