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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 Notehouse?

Notehouse is a purpose-built platform that helps organizations capture and organize narrative notes with clarity and consistency. Designed for nonprofits, education, and human-services teams, it streamlines the way staff document interactions, manage client information, and maintain institutional knowledge across programs. Its intuitive interface reduces onboarding time and keeps teams aligned with clean, structured notes that are searchable, sortable, and timestamped for transparency. Customizable tags support flexible categorization and simplified reporting, while persistent high-priority details remain easily accessible through a focused layout. Behind the scenes, Notehouse is built on secure, HIPAA-compliant infrastructure with two-sided encryption and routine independent audits to protect sensitive records. The result is a dependable, user-friendly system that brings order to scattered information and supports more efficient collaboration. Notehouse gives organizations a clear, modern framework for documentation—helping teams work faster, stay organized, and focus on delivering meaningful services.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$14.00 per user per month
Per user per month and annual team pricing available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Online Training

Company Facts

Organization Name

Sara

Date Founded

2010

Company Location

United States

Company Website

saraworks.com

Company Facts

Organization Name

Notehouse

Date Founded

2019

Company Location

United States

Company Website

www.getnotehouse.com

Categories and Features

Human Services

Not specified

Categories and Features

Human Services

Case Management
Child Welfare Management
Reporting & Statistics
Scheduling
Training Management

Social Work Case Management

Case Notes
Client Management
Goal Setting / Tracking
Program Management
Reporting & Statistics
Volunteer Management

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