Discover an Online Case Management Tool that Answers Your Needs

Work with an easy-to-use web-based application
Access CounselorMax™ from virtually any location by simply logging on to the Internet. All your clients are in one place with their contact and service history accessible to all staff.
Manage intake effortlessly
Enter prospect data and, within seconds, the database automatically initiates new "active" client files.
Schedule and track educational classes
Schedule, enroll and manage attendance; view classes and seating availability; and send follow-up correspondence – all at the touch of a button.
Streamline outreach campaigns
Leverage a variety of outreach features, including functions to create client fliers in English and Spanish, assign a group of clients to a specific class, generate mass mailings and record client responses.
Create accurate and customized reports
Generate standard reports (including the HUD 9902) and design custom reports. You can even report outcomes to respond to the different reporting requirements of your funders. Baseline required fields provide assurance that you collect the right data needed to easily produce accurate reports.
Benefit from powerful counseling tools
Customize monthly/weekly budget worksheets with actual client income and expense categories. Input loan and grant programs, compare client information to loan and grant guidelines, and then transfer data to the workplan for tracking purposes.

Want to learn more about CounselorMax’s functionality? Take the guided tour.