Track commitments, capacity, and outcomes
Follow service delivery from intake to renewal. Monitor utilization, grant compliance, and portfolio performance across programs and contracts—built for human services, nonprofits, and local governments.
Commitments
Scope, funding terms, and reporting obligations—organized and trackable across providers and programs.
- Contract repository with key dates
- Grant & compliance requirements
- Renewal and termination alerts
Utilization
Planned vs. actual effort by team and program; capacity signals before overruns or under-delivery.
- Staffing and workload views
- Service units and milestones
- Variance and trend indicators
Portfolio Performance
Renewals, compliance status, and outcomes across your full contract portfolio—at a glance.
- Program-level and portfolio dashboards
- Renewal risk and margin snapshots
- Exports for boards & funders
Tracking widgets (per contract)
Inside each contract folder, click the Track icon to add what you want to monitor—independent of formal requirements.
Effort
Hours, units, tasks completed.
Capacity
Staff availability, caseloads, slots.
Other (custom)
Create your own metric: name, unit, and cadence.
All widgets roll up to dashboards and reporting.
Capture
Centralize contracts, grant terms, SLAs, and reporting obligations. Import from PDFs or spreadsheets.
Monitor
Track utilization and delivery against plan; get alerts before deadlines or capacity issues.
Report
Share portfolio performance with leadership, boards, and funders—clearly and on time.