Collaborate vs Socianote

Collaborate is customizable case management software for nonprofits and social services agencies. Its case profiles gather intake information, services, assignments, referrals, notes, documents, notifications and alerts in one view. Organizations can tailor intake forms, digitize paper forms, define services and share external forms by link or website embed. Reports can be filtered and shared, with results shown as charts and graphs. The product integrates with DocuSign and supports API connections to systems including statewide referrals, medical billing, payroll, staffing and QuickBooks. It is cloud-hosted and accessed through a browser without installation, including on desktop, laptop, tablet and mobile phone with an internet connection. The maker says it is HIPAA compliant and SOC 2 Type 2 compliant, and lists encryption, role-based permissions, multifactor authentication, SSO support, audit logs and backups. Pricing is based on organization size, user count and modules, with no per-seat licensing fees; the price is on request. Typical deployment is stated as 8–12 weeks from contract to go-live, including migration, customization and staff training.

Socianote is a cloud platform for organisations managing programmes, people and case-related documents. It combines case intake forms, workflow automation, audit trails and reporting dashboards with real-time caseload visibility and overdue-review alerts. Admins can approve intake requests, reassign cases and export organisational data. CSV imports cover people, volunteers, programmes, enrolments and case shells; exports are available as CSV, PDF and per-person files. The free plan is indefinite, needs no credit card and supports up to 3 staff, 50 people, 1 programme and 200 documents. Starter is $99 a month for up to 5 staff, 500 people, 5 programmes and 2,000 documents. Plans are priced by organisation size rather than user count, and annual billing provides two months free, approximately 17% off. Web access is available, with participant and volunteer apps for iOS and Android on Enterprise. Data is encrypted at rest and in transit; staff TOTP MFA is available after enrollment. Each uploaded document is limited to 5 MB.