For Nonprofits & Government Agencies
Case management built for mission-driven teams.
A full case management workflow, AI-assisted summaries, community analytics, and funder-ready reporting — all in one platform, with the isolation and security that sensitive client data demands.
Tenant-isolated · Keycloak RBAC · GDPR-aligned · Audit logging · No NGO sees another org's data
Three systems your team actually needs
Built on the workflows of real case managers, not generic CRM logic.
AI Case Summaries
Case notes converted into structured summaries automatically. At-risk signals surfaced before they become crises. Every caseworker starts each session with the full picture.
Risk detection from unstructured notes · Keycloak-enforced access control
Community Reports
Population-level mobility trends by ZIP code, program type, and demographic. Geographic heatmaps of where clients are gaining and losing ground. All de-identified, cohort-protected.
Minimum cohort of 50 before any metric displays · Export-ready datasets
Funder-Ready Exports
One-click outcome reports formatted for foundation and government grant reporting. Client progress, program ROI, and equity impact — structured the way funders actually ask for it.
PDF · CSV · Dashboard embed · Configurable by grant period
Everything a modern case management platform requires
No bolt-ons. No integrations required for the core workflow. Built together from the ground up.
See a live walkthrough →- Intake wizard with structured assessment flow
- Case plan: objectives → goals → milestones
- Referral tracking and outcome monitoring
- Document management with secure file storage
- Multi-caseworker team with role-based access
- White-label portal under your own domain
- Salesforce CRM integration via REST API
- Subpopulation analytics with equity lens
Trusted by social impact organizations
Organizations working in housing, workforce development, family services, and immigrant rights use MobilityLens to manage cases, report to funders, and understand community-level trends.
100%
Tenant-isolated data — no cross-org leakage
90-day
Maximum client record retention before anonymization
Cohort ≥50
Required before any population metric displays
See it working for your organization.
A 30-minute demo tailored to your case type, client population, and funder requirements.