Consolidate & connect all records in one searchable database available from any device. Quickly make sense of relationships. Track notes, locations, payments, health information, anything you need to know.
Track each program from start to finish. Action items that appear automatically and notify responsible staff. Collect information from your clients online and keep all documents and dates together.
Make sense of data in real-time with innovative tools to understand patterns, outcomes, and relationships. Easily add stats to any report for quick analysis and filtering.
Create payment schedules, configure advance fee calculations based on several factors, create and send invoices and receipts, accept online payments and donations, and more.
Automate data entry, emails, alerts, and record updates through auto action rules. For example, SAM can automatically alert a case worker and client when a form is due, or a license is expiring.
Use fields from your database to automatically include names and other case information on SAM-generated letters or emails. Create email newsletters, manage volunteers, solicit donations, webpages, and more,