Track Every Client. Prove Every Outcome.

Cohoist is the refreshingly simple case management platform nonprofits switch to when their current system feels too complicated, too cluttered, or too expensive.

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Made for teams making a difference • Up and running fast

Cohoist Assistance Tracking
Simple to Launch

No Technical Setup

Track Services Fast

Log Support in Seconds

Easy Impact Reports

Ready for Funders

Less Busywork

Helpful Automation

A CLEARER PATH FROM INTAKE TO IMPACT

Case Management That Feels Modern, Clear, and Human

Explore the moments that make Cohoist feel refreshingly different: cleaner workflows, faster staff adoption, and reporting leaders can trust.

Choose a step below to see how Cohoist keeps the workflow moving. Swipe through the 4 steps, then tap a card to update the preview.

First impressions matter Custom intake
Custom Intake Forms
Cleaner data Reduce duplicate intake and manual cleanup.
Less friction Capture only what staff actually need in the moment.
01 · Smooth intake

Start every client interaction with clarity, not chaos.

Cohoist makes intake feel lightweight and intentional, so staff can capture the right details quickly and move people into support faster.

Capture the information you actually need
Reduce duplicate records automatically
Bring over existing client data with less hassle
Move people into services faster
Less friction Simple screens improve adoption from day one.
Better first touch Create a more confident intake experience for staff and clients.
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Built for real nonprofit workflows

Built for Your Team. Powerful for Your Mission.

Cohoist gives nonprofits a cleaner, more intuitive way to manage cases, track services, and show outcomes without the clutter of traditional systems.

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Why teams choose Cohoist

Reporting Without the Headache

Turn everyday casework into funder-ready reports without last-minute cleanup.

One Easy System for the Whole Team

Keep intake, services, notes, documents, and reporting connected in one place.

Designed to Support Real Impact

Give staff something they can adopt quickly and leaders something they can trust.

CLARITY AT EVERY LEVEL

Simplicity for Staff. Visibility for Leadership.

Cohoist gives every part of your organization what they need without adding more complexity to the work.

Leadership

See performance clearly without chasing scattered data.

Get the visibility you need to guide programs, communicate impact, and make faster decisions with more confidence.

Board-ready insight Quick visibility into outcomes, volume, and momentum.
Less reporting drag Spend less time assembling updates by hand.

See what matters quickly

Dashboards make it easy to understand performance and prioritize resources.

Share outcomes with confidence

Create funder-ready reports without pulling staff away from service delivery.

Keep client data protected

Strong security helps you stay organized and safeguard sensitive information.

Grow with less friction

Automation and better visibility help your programs scale more smoothly.

Gives leadership a clearer operating picture
Case managers & staff

Get through the work with less paperwork and less friction.

Cohoist helps staff document services quickly, stay on top of next steps, and keep the full client story in one clean place.

Faster documentation Capture services while the work is happening.
Better follow-through Keep next steps moving without extra admin work.

Capture services faster

Quick workflows and barcode scanning mean less typing and less backtracking.

See the full client story

Notes, documents, and history stay in one place, so nothing gets lost.

Stay on top of follow-ups

Automatic reminders help clients keep moving toward their goals.

Work wherever services happen

Access Cohoist from any device in the office, remotely, or in the field.

Keeps day-to-day casework moving
Interactive platform preview

Step Inside Cohoist

Explore the workflows that help your team stay organized, move faster, and turn daily work into measurable outcomes.

Flexible intake Support tracking Outcome reporting
Team value Service details

Track support delivered, dates, and staff notes.

Outcome Stay ready for follow-up

Review recent services, dates, and client details before the next follow-up.

Workflow gallery

4 core workflows

Explore the platform with a guided tour

Move through the cards to see how Cohoist keeps casework, reporting, and client records in sync. Swipe or scroll the cards, then tap a workflow to see the matching screen and details.

A better system should feel obvious

Get a clearer picture of what better case management could look like for your team.

We will walk through the workflows, reporting, and day-to-day experience that matter most to your organization so you can evaluate fit with confidence.

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Just below: request a walkthrough shaped around your programs, priorities, and timing.

What to expect

A straightforward conversation built around your reality, not a canned pitch.

Whether you are actively evaluating now or planning ahead for a future budget window, we can meet you where you are and help you think through the right next step.

Focus on your highest-priority workflows Spend time on the intake, service tracking, and reporting questions that matter most to your team.
Plan around your budget and approval cycle Talk through timing, pricing, rollout, and internal approvals in a way that fits nonprofit planning realities.
Focused walkthrough Designed to be useful from the start.
Flexible timing Move now or plan ahead for later in the year.
BOOK A LIVE WALKTHROUGH

See How Cohoist Fits Your Team

Request a live demo to see how Cohoist helps your team stay organized, move faster, and report with far less friction.

20 min

Personalized walkthrough.

Fast setup

See rollout speed clearly.

No pressure

Honest answers. No sales pitch.

What happens next

A clear, low-pressure process

1

Tell us about your team

Share a few details so the walkthrough can match your programs and reporting needs.

2

Get a personalized demo

See the exact workflows, dashboards, and outcomes tracking your staff care about most.

3

Decide your next step with confidence

Explore trial access, migration guidance, and rollout options only if it feels like a fit.

Private and secure 20-minute walkthrough
Best next step for evaluating Cohoist

Request Your Personalized Demo

See the platform with your programs, team size, and reporting goals in mind.

No obligation • Fast reply • Personalized walkthrough

Your information stays private Usually scheduled within 1 business day