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What is Sara?

Sara is an all-encompassing platform tailored for client communication and workflow management, acting as a pivotal center for various agencies, including state, federal, nonprofit, vocational rehabilitation, workforce development, veterans affairs, criminal justice, and health and human services. It enhances efficiency by simplifying administrative duties, automating client interactions, and ensuring adherence to compliance standards, all while integrating smoothly with current case management systems. The software facilitates everyday tasks such as two-way texting and emailing, scheduling appointments and sending out reminders, generating automated case notes, collecting documents with e-signatures, administering surveys, and enabling HIPAA-compliant video conferencing. Additionally, it diligently chronicles and synchronizes communications with the agency’s official records, offers limitless messaging templates and workflows, and can be tailored to meet specific compliance and program requirements. Consequently, agencies can scale their operations effectively while maintaining consistent communication with their caseloads, which ultimately results in enhanced service delivery. Moreover, this versatility empowers agencies to rapidly adapt to the changing needs and challenges of their respective domains.

What is Exponent Case Management?

At the core of our vision for social transformation lies the reimagining of the connection between nonprofits and the data they utilize. By providing specialized Salesforce consulting, we aim to amplify your organization’s efficacy and expand its reach within the sectors of human services, philanthropy, and education. Nonprofits in the social services sector frequently face substantial administrative hurdles that can impede their missions. The pressure to deliver clear, data-driven outcomes for various funders can be overwhelming, particularly when dealing with fragmented databases that complicate tracking and analysis. Our integrated solutions are crafted to consolidate your data throughout the organization, enabling you to effectively measure your impact across different dimensions, such as programs, fundraising efforts, and overall administrative functions. With a wealth of experience in developing tailored solutions for human services, we proudly present Exponent Case Management, an advanced case management platform that features sophisticated workflow functions, valuable analytics, and a user-friendly interface designed for seamless interoperability with other systems. This forward-thinking approach not only reduces administrative strains but also empowers organizations to concentrate on their core missions with greater efficiency. In embracing such innovative tools, nonprofits can navigate challenges with confidence and drive meaningful change in their communities.

Media

Media

Integrations Supported

Box
DailyPay
Salesforce

Integrations Supported

Box
DailyPay
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sara

Date Founded

2010

Company Location

United States

Company Website

saraworks.com

Company Facts

Organization Name

Exponent Partners

Date Founded

2005

Company Location

United States

Company Website

www.exponentpartners.com

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

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