Two young businessmen talk at a desk in a modern office.

ClientTrack case management software helps workforce services organizations meet the needs of employers, job-seekers, and entire communities. The ClientTrack platform enables collaboration with multiple agencies and programs in order to maintain a whole-person care view of an individual and provide key information about jobs, training opportunities, and other support services to employers and other partner agencies. ClientTrack assists case managers and care navigators at every step of the process, including intake and assessment, barrier identification, development of an employment plan, referral to community resources, and placing the client in stable employment.


ClientTrack includes a number of common intake and assessment tools and offers the ability to create custom instances. Case managers use ClientTrack to conduct and record assessments for employment skills, education, specialized training, language skills, income, and other criteria. These assessments then drive identification of barriers and development of a personal employment plan.
ClientTrack is a native mobile environment, which means that the full system functionality is available on a smartphone or mobile tablet. Case workers can input new data, review prior assessments, access referral information, and record a follow-up visit from virtually any location.


ClientTrack’s robust eligibility engine quickly matches client needs with available programs for which they qualify. After a quick needs assessment, a caseworker can readily see programs the client qualifies for based on the assessment results. The eligibility matching helps locate programs and services to address the full scope of a client’s needs, including employment, food, housing, transportation, or medical issues.


Employers play a key role in obtaining employment for vulnerable populations. Workforce programs must keep a finger on the pulse of the needs of local employers. ClientTrack enables case managers to track employer engagement services, show employers the business value of creating lasting partnerships, and promote positive outcomes for job seekers with barriers to employment. Our client Room In The Inn Nashville uses ClientTrack mobile to meet with employers in order to set up referral programs. Quiana Jimerson, Education and Workforce Development Manager at Room In The Inn, said “When I meet with the employers I can pull up the employment intake on my iPad and enter information right then and there. It is very efficient.“


ClientTrack gives case managers the tools to measure and report on individual goals, outcomes, and progress, including:

  • Dashboards – A quick, at-a-glance view of what is happening with a client or within your organization
  • Data Explorer – A drag-and-drop query tool to answer pressing questions on the fly
  • Reports Library – A full library of pre-formatted reports and a drag-and-drop data analysis tool for quick data discovery. Standard reports for Workforce Services include reports for the Workforce Investment Act (WIA) and Wagner-Payser Act.