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 scattered, or too expensive.

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Made for teams making a difference • Up and running fast

At a glance Built for nonprofits

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Simple casework. Clear reporting.

Track services fast Less clutter for staff.

See outcomes clearly One place for reporting.

Simple to Launch

No Technical Setup

Track Services Fast Coordinate Partner Activity

Log Support in Seconds See External Support History

Easy Impact Reports Network-Wide Reporting

Funder-Ready Data Without Chasing Spreadsheets

Less Busywork

Helpful Automation

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A CLEARER PATH FROM INTAKE TO IMPACT ONE SYSTEM YOUR WHOLE COALITION CAN RUN

Case Management That Feels Modern, Clear, and Human Coalition Coordination That Actually Works Across Agencies

Explore the moments that make Cohoist feel refreshingly different: cleaner workflows, faster staff adoption, and reporting leaders can trust. See how Cohoist connects your member agencies in one shared platform — with visibility into every referral, shared record, and network-wide outcome.

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

01 · Smooth intake Shared intake

Start every client interaction with clarity, not chaos. Intake once. Recognize the client everywhere they show up.

Capture only the fields staff need in the moment Start from a shared record instead of a blank form at every door

Reduce duplicate records automatically Flag possible matches across the network before a new file is created

Bring over existing client data with less hassle Respect agency permissions so partners see what they should — and nothing more

Move people into services faster after first contact Send the person into the right agency or program without starting over

Faster staff adoption Simple intake screens shorten training time and reduce hesitation. Less re-asking Clients don’t tell their story from scratch at every partner agency.

Stronger first touch Create a calmer, more confident intake experience for staff and clients. Cleaner network records One person, one record — with walls you control between agencies.

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02 · Track services + assistance Coordinated service visibility

Record the help you provide without adding more admin work. See what partners already provided — before, during, and after a referral.

Log support and material assistance in just a few clicks See assistance history across partner agencies, not just your own

Use barcode scanning to speed up entry when volume is high Send and track referrals without email, voicemail, or hallway updates

Keep services, documents, notes, and history connected Keep notes and documents with the shared record, under each agency’s access rules

Track goal progress without piecing records together later Catch duplicate rent, food, or utility help before it goes out the door

Less documentation drag Staff can capture support delivered without breaking their flow. Fewer duplicate services Partners can see what already happened before they provide more help.

Clearer service history Every interaction stays easier to review, report on, and follow up. Shared record, controlled access Frontline staff stay in their agency. Network admins see the whole map.

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03 · Impact reporting

Turn day-to-day service delivery into reporting leaders can use immediately. Show what the coalition did — without collecting a report from every member.

See program performance, volume, and outcomes quickly See network-wide service volume and outcomes across all member agencies

Build funder-ready reports in just a few clicks Build funder-ready coalition reports in just a few clicks

Show trends with visuals leaders can understand quickly Spot gaps and overlap: who is serving, who is waiting, what is missing

Export what you need for grants, boards, and partners Export agency-level or network-level numbers for boards and funders

Faster reporting cycles Eliminate last-minute cleanup before board and funder deadlines. Collective numbers on demand Network leaders stop waiting on member agencies for data.

Stronger leadership visibility Give decision makers a clearer view of impact, momentum, and needs. A real operating picture See the safety net as one system, not 20 disconnected caseloads.

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04 · Helpful automation Network follow-through

Remove repetitive admin work without losing the human touch. Keep referrals and follow-ups moving after they leave your agency.

Trigger follow-ups automatically when key steps are completed Notify the receiving agency when a referral lands

Move clients into next steps without manual handoffs Close the loop when a partner accepts, serves, or can't help

Keep assessments and check-ins on schedule Remind the right agency when a next step is sitting untouched

Track outcomes as work happens, not after the fact Capture network outcomes from the work itself, not a year-end survey

More consistency Important tasks happen on time without extra reminders or handoffs. Fewer dropped referrals Requests don't disappear between "we sent it" and "did anyone act?"

More staff capacity Teams spend less time managing process, more time serving people. Less coordinator chase-work Network staff spend less time polling agencies and more time closing gaps.

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Built for real nonprofit workflows Built for coordinated community networks

Built for Your Team. Powerful for Your Mission. Built for the Backbone Organization. Usable by Every Partner.

Cohoist gives nonprofits a cleaner, more intuitive way to manage cases, track services, and show outcomes without the clutter of traditional systems. Cohoist gives coordinated networks a shared platform partners will actually use — and leadership a live view of what the network is doing.

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Why teams choose Cohoist Why networks choose Cohoist

Reporting Without the Headache Network-Wide Impact Without Chasing Spreadsheets

Turn everyday casework into funder-ready reports without last-minute cleanup. Roll up activity across every member agency into one clear, funder-ready picture — no manual data collecting required.

One Easy System for the Whole Team One System the Coalition Can Actually Run

Keep intake, services, notes, documents, and reporting connected in one place. Connect every member agency under one platform — shared records, cross-agency referrals, and network visibility built in.

Designed to Support Real Impact Partners Adopt It. Leadership Can Trust It.

Give staff something they can adopt quickly and leaders something they can trust. Simple enough for a small pantry. Structured enough for the organization that holds the network together.

CLARITY AT EVERY LEVEL

Simplicity for Staff. Visibility for Leadership. Simplicity for Partners. Visibility Across the Network.

Cohoist gives every part of your organization what they need without adding more complexity to the work. Cohoist gives every agency in your coalition the tools they need, while keeping your network coordinators in full view of what's happening across all of them.

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.

Get the right report without the manual work

Describe what you need in plain language—like "clients served by program last quarter"—and Cohoist builds the report for you.

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.

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.

Interactive platform preview

Step Inside Cohoist

Choose a workflow to see how Cohoist connects client records, service delivery, and reporting in one clear experience. Choose a workflow to see how partner agencies share a client record, close referrals, and report as one network.

Flexible intake Shared intake Support tracking Partner coordination Outcome reporting Collective impact

Capture services, dates, and notes in one place

Service tracking

Keep Service Tracking Clear and Connected

Log support, dates, notes, and follow-up details in one connected record your team can trust.

1 shared record for services, dates, files, and notes

Fewer handoffs when staff need context quickly

Cleaner follow-up with history ready before each visit

Team value Keep staff in flow

Document support, notes, and timelines in the same place your team already works.

Outcome Follow up with context

See recent activity, dates, and client details before the next conversation.

Capture each service touchpoint

Set fair restriction periods between services

See recent assistance history at a glance

Choose a workflow

Want to see your workflow? We can tailor the walkthrough around your programs, forms, and reporting needs. We can walk through partner permissions, referrals, and network-level reporting with your coalition in mind.

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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.

What happens next

A clear, low-pressure process

Tell us about your team

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

Get a 20-minute personalized demo

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

Decide your next step with confidence

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

Best next step for evaluating Cohoist

Request Your Personalized Demo

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

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