Exponent Case Management

Case management solution for human services agencies

About Exponent Case Management

Exponent Case Management is a cloud-based case management solution which assists program managers and agency leaders with intake assessment and service tracking. Its key features include records management, outcome reporting, referral tracking, compliance and incident tracking.

The application comes with a module which enables case workers to collect data and manage metrics for different programs. Managers can use this system to identify outcomes, set goals for clients and track and assess client progress. With the record management feature, teams can monitor a client’s participation in a program and link client records to case records.

Exponent Case Management includes tailored intake forms which allow team members to capture assessment data for client and case records. Staff can record external and internal referrals, send emails to referral recipient organizations and request updates through a secure portal. A drag-and-drop interface lets users create custom reports which connect outcomes to client indicators.


Business size



Australia, Canada, United Kingdom, United States

Supported Languages



Service Tracking Module
Case record module
Intake forms
Dashboard for case management
Reporting feature displays outcomes
View 6 more
Exponent Case Management video Exponent Case Management video Exponent Case Management video Exponent Case Management video Exponent Case Management screenshot: Service Tracking Module Exponent Case Management screenshot: Case record module Exponent Case Management screenshot: Intake forms Exponent Case Management screenshot: Dashboard for case management Exponent Case Management screenshot: Reporting feature displays outcomes


Total features of Exponent Case Management: 95

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assessment Management
  • Attendance Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Campaign Management
  • Case Management
  • Case Notes
  • Certification & Licensing
  • Child Welfare Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Committee Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Credit Card Processing
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Donor Management
  • Drag & Drop
  • Dues Management
  • EDI
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Invitations & Reminders
  • Email Management
  • Employee Management
  • Event Management
  • Event Scheduling
  • For Nonprofits
  • Forms Management
  • Fundraising Management
  • Goal Setting / Tracking
  • Grant Management
  • HIPAA Compliant
  • Job Tracking
  • Member Database
  • Membership Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Multi-Location
  • Program Management
  • Progress Reports
  • Progress Tracking
  • Project Time Tracking
  • Real Time Analytics
  • Real Time Reporting
  • Receipt Management
  • Records Management
  • Recurring/Subscription Billing
  • Referral Management
  • Referral Tracking
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Scheduling
  • Self Service Portal
  • Social Media Integration
  • Social Media Management
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time Tracking
  • Training Management
  • Volunteer Management
  • Web Forms
  • Website Integration
  • Workflow Management



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Overall rating

4,8 /5
Value for Money
Ease of Use
Customer Support

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Showing 5 reviews of 13
Jonathon S.
Overall rating
  • Industry: Civic & Social Organization
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Exponent Partners has provided us with a powerful tool to improve our organizational...

Reviewed on 2018/01/22

see comments on review

see comments on review


There is plenty to like about ECM- Usability, flexibility, structure, reporting, reliability, automation and much more! The software has become integral into our efforts on tracking program outcomes, streamlines processes, and reporting on the impact of our programs and services.

The underlying structure of the software is excellently matched to case management processes and practices. This makes tracking all of the data for our various programs easy and much more efficient. I am also able to easily tailor ECM to match the unique needs of each program.

Overall, I find more ways to utilize ECM to allow our teams to work more efficiently and drive better outcomes for the individuals in our programs and services on a regular basis.


Most of the minor cons I have are related to limitations with Salesforce rather than ECM. Overall, ECM is meeting our needs.

Helene R.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A very flexible and powerful system providing a strong backbone to any Case Management Flows

Reviewed on 2020/10/13

We are a non profit working with Children , Youth and Families. We were looking to implement a case...

We are a non profit working with Children , Youth and Families. We were looking to implement a case mgt system for all our social workers handling foster, adoption, crisis pregnancy , hostel and child care residential services.
We are implementing Exponent across all our services in iteration, one department at a time. We currently have about 20 users and will have over 40 social workers by the end of this year.


Exponent Case Management, much like Salesforce system it is built on, is a very powerful product that allows any organization to map and fits its proprietary business processes to the system. Providing a shell with common generic concepts and a lot of predefined functionality based on case management best practices, any human services business can then tailor the product to meet their specific needs , not matter if what their area of service may be.


With flexibility comes complexity and at the time we began our implementation of Exponent Case Management, there was a lot of configuration to be done just to get the initial product up and running and not much documentation readily available. It was therefore time consuming. Today Exponent have invested in many "boxed" implementation kits for the average organization to get off the ground much more efficiently.
We are based in Kong Kong and wish that Exponent could provide an implementation partner in our timezone making use of big IT hubs such as India or the Philippines to enable also cost savings.

Rick W.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Take advantage of what ECM offers

Reviewed on 2020/10/08

Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create...

Prior to marketing the ECM managed package, Exponent consulted for similiar organizations to create full customizations of Salesforce Nonprofit Starter Pack (NPSP). We were one of the first organizations to sign on for the managed package, and transitioning from maintaining our own custom SQL Server database application for more than 15 years, we sought, insisted on and spent time and money on more customization than was good for us. As the package became more fully realized, we found ourselves stuck behind the curve, unable to impement improved and expanded features that we had passed up and worked around in their early releases. As we entered the third year, we felt like we were not getting the same value out of the package as more recent organizations that used ECM in states more resembling out of the box software. We discussed this with the Exponent team, and they immediately jumped in to help us craft a re-integration strategy, with terrific support from their management and development teams. We also were able to hire a Salesforce Administrator by this time and within 6 months we had brought most functions back into alignment with the core product, made notable user interface improvements, prepared our transition plan from Salesforce Classic to Lightning, and implemented several key ECM features that are now coming into full utilization. That we were able to accomplish so much within the scope of our annual support package is a testament to (see below...)


The ECM package contains modules for almost any human services/case management function you can think of. Exponent has done a great job of distilling widely varied practices into a basic framework that can work for any organization. And there's ample latitiude for customization (primarily configuration of layouts, workflow rules, flows etc. on the Salesforce.com platform). When that involves modifcations to ECM managed package, you're sure to work with an efficient, meticulous and creative partner on the superb Exponent development team and you'll get a solution you're happy with. Most functions work intuitively, which makes for efficient user trainings and pretty smooth adoption.


The logic behind the configuration of couple of components, e.g. registration and attendance for group activities is difficult to grasp; since the standard functionality didn't suit our program model, from the beginning we deployed various workarounds, making for an even more complex configuration and some less than straightforward procedures for users. All the while we were hoping for a more fundamental change or the offering of an alternative configuration. We thought that was being planned but it never materialized. That said, i would not have expected Exponent to make a fundamental alteration to teh package if we were the only customer asking for it.

There are several reporting constraints imposed by Salesforce.com technology that we don't like, but Exponengt can help develop teh requisite workarpunds as needed.

Andrea C.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great product with complex functionality

Reviewed on 2018/02/03


Cara implemented ECM in 2014 alongside Exponent. We purchased ECM when it was still an unmanaged package, and as a result we do not pay ongoing license fees (beyond our Salesforce licenses) and do not receive any ongoing extensions or upgrades to functionality. The features that have been most beneficial to Cara are: the configurable "Service Entry" model of entering data across several objects on one form without having to navigate to those objects, the configurable Case Record Status Bar, and Group/Class functionality.


ECM comes loaded with complex functionality spanning a variety of potential human services and workforce needs. We utilize some of that functionality, but much of it is not relevant or fully aligned to our needs. We've been able to leverage Salesforce to adapt ECM's pre-built functionality in our own way or just completely build around ECM, but many of these realizations came long-after implementation and launch, and as a result we are slowly untangling some of the overly complex functionality that was running behind the scenes in our instance and sometimes taking up unnecessary data storage space or processing power. We were an early adopter of ECM and, at that time, the range of functionality wasn't fully documented and the length and depth of our consulting engagement wasn't necessarily sufficient to allow us to digest our options and repercussions of our decisions. All that said, we get a lot of value out of ECM!

Response from Exponent Partners

Hi Andrea, thanks so much for the review! You are right that since you adopted the 'beta'/unmanaged product at the time, our functionality was still evolving. Since we've moved to a managed package, we've added many features, simplified the structure, written full product documentation for every feature, built a significant amount of workforce development-specific functionality for organizations like yours, and more. New clients automatically get all these features plus any additional new features that we develop in the future. Thank you for being an early adopter and helping make this possible!

Jared Z.
Overall rating
  • Industry: Education Management
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

ExP is superb!

Reviewed on 2020/10/05

The overall experience is very positive. We are content with the solutions Exponent Case Management...

The overall experience is very positive. We are content with the solutions Exponent Case Management offers and customer support has been a bright spot as well. I received consistent response for every request I ever sent in. The support team is knowledgeable, professional, and helpful.


Exponent Case Management is a package we are using to track program participation for us. At Boys & Girls Clubs of the Peninsula, we are offering programs for our students from K-8 all the way to College. I can say that we have numerous and different needs for our kids and Exponent Case Management has made it possible to cater those needs. We have been able to set up efficient solutions for our end users to easily enter data and report it out. Previously, our biggest challenge was the time consuming nature of data entry, our instructors have repeatedly voice this to us. With Exponent Case Management package, an instructor is able to set up a class, roster it up, and manage attendance within minutes. The process is intuitive and straightforward. I'm happy when our instructors are happy.


Exponent Case Management is unique. It has its own do's and don'ts, plan on spending some time to get to study this package.

Showing 5 reviews of 13 Read all reviews

Exponent Case Management FAQs

Below are some frequently asked questions for Exponent Case Management.

Exponent Case Management offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Contact Exponent Partners for pricing details.

We do not have any information about Exponent Case Management features

Exponent Case Management has the following typical customers:

11-50, 51-200, 201-500, 501-1 000, 1 001+

Exponent Case Management supports the following languages:


Exponent Case Management supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Exponent Case Management integrates with the following applications:

Boomi, Box, Gmail, Google Calendar, Microsoft Outlook, Microsoft SQL Server, Salesforce Maps, Salesforce Platform, Salesforce Sales Cloud, Salesforce.org, Tableau, Workato, Zapier

Exponent Case Management offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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