What is Sumac

Sumac Case Management is one connected system.

It replaces the binder, spreadsheets, and scattered notes with one place your caseworkers run every day — intake through reporting, built for nonprofits.

Intake
Client records
Case notes
Services
Outcomes
Reporting

The same workflow you just mapped, running as a system your whole team can see.

Program: Family Services
Status: Active
Services: Housing · Childcare
Next step: Assessment booked

The starting point

The work is clear in your head.
It’s scattered everywhere else.

A binder of intake forms
Three spreadsheets
Sticky notes on a monitor
What only one person remembers

Your map already untangled it. Here’s what happens next.

Book your demo Watch the videos

Free · about 20 minutes · tailored to the map you bring.

From map to system

Your map reveals where case work gets hard to manage.

A clean-looking workflow gets risky when the real work lives in paper, spreadsheets, inboxes, and staff memory. Sumac uses that workflow as the starting point for a case management system your team can actually run.

Bring your map to a demo Watch the videos

A nonprofit process map turning into a Sumac case management workspace

Sumac nonprofit case management software interface

Your process mapshared workflow, decisions, and handoffs

Sumac configurationrecords, forms, plans, permissions, and reports

Videos

Watch how Sumac supports the work.

Start with the case management overview. It shows how intake, notes, service tracking, outcomes, and reporting can connect around the workflow your team just mapped.

What you will see

Why workflow matters in case management

How intake, notes, service tracking, outcomes, and reporting connect.
Why case management software should reflect the way staff serve clients.
Where a process map helps make the conversation concrete.

How Sumac helps

Choose a map stage. See what Sumac can run.

Your process map gives the conversation a practical starting point: each stage can become records, forms, plans, permissions, and reports your team can use every day.

Client & Case Process

Riverside Community Services

Client intake to funder reporting · May 2026

Sumac

Process Mapping

01

Intake

2 steps

Client makes first contact by call, walk-in, or referral

Intake coordinator

Capture consent and run eligibility check

Intake coordinator

Intake form · Consent e-signature

02

Assessment

2 steps

Complete needs assessment and outcome baseline

Caseworker

Decision

What level of support is needed?

Caseworker

Open a case

Build action plan with goals, tasks, and reminders

03

Case plan & services

2 steps

Build action plan with goals, tasks, and reminders

Caseworker

Log case notes and track services delivered

Caseworker

In your wordsFollow-up gets scattered across notes, reminders, and memory.

04

Field work

1 step

Update notes and forms during home and outreach visits

Field worker

Case Portal (browser)

05

Reporting

1 step

Roll case activity into outcomes and funder reports

Program manager

06

Multi-program

2 steps

Information

Connect the shared client record across programs

Program director

Apply role-based permissions and program visibility

Administrator

Your “Intake” stage resolves into

Intake record

Digital intake forms, referrals, e-signature, and client records.

Stage: Intake
What your team gets: Reduce duplicate entry and make first contact visible to the whole program team.
When it helps: Helpful when requests arrive through calls, walk-ins, referrals, email, and paper forms.

Implementation

Sumac turns your map into a working system — with you.

You do not have to do it alone. The process map becomes the shared working document for configuration — records, fields, forms, reports, permissions, migration, training, and go-live support.

01

Discovery

Use the process map to confirm programs, roles, intake paths, reporting needs, and current data sources.

02

Configuration

Set up records, fields, permissions, workflows, case plans, and service tracking around the way work happens.

03

Forms and reports

Digitize intake and assessment forms, then build reusable reports for funders, leaders, and program staff.

04

Training and launch

Train the team, migrate data where needed, support go-live, and keep support available after launch.

For nonprofit teams

Make the work easier to see, support, and report on.

Sumac fits social services, housing, youth programs, community health, and multi-program teams — shaped around the people they serve and the way their staff already work.

Sumac case management reporting interface

From daily case work to clearer reportsOne shared place for intake, notes, service history, outcomes, and leadership visibility.

Configured around your programs

Use your process map to shape records, forms, permissions, and reporting around the work your staff already do.

Support that stays close

Implementation, training, and phone, email, and screen-share help keep the system usable after launch.

One place your team actually uses

Intake, notes, services, outcomes, documents, and reporting in one place caseworkers use every day — and leaders can finally see.

Next step

From scattered to one place your whole team can run.

The binder, the spreadsheets, the inbox threads, and what only one person remembers — together in a system your caseworkers actually use and your board can see.

Book a tailored Sumac demo using your process map

Free · about 20 minutes · we put your mapped workflow on screen and outline how it becomes records, forms, and reports.

Sumac reporting dashboard — an example of where your mapped process leads

Map your process by voice.

Talk through your workflow.

Family Services Coalition

Intake / referral

Eligibility

Service planning

Follow-up

Sumac Case Management is one connected system.

The work is clear in your head.
It’s scattered everywhere else.

Your map reveals where case work gets hard to manage.

Watch how Sumac supports the work.

Choose a map stage. See what Sumac can run.