Built around families,
not program silos.

  1. Referral
  2. Intake
  3. Eligibility
  4. Enrollment
  5. Services
  6. Outcomes
Request a Demo

One family. One record

A family tells their story once. Every referral, intake, eligibility check, service delivered, and outcome achieved attaches to one household profile that grows across programs and years — so the next application picks up where the last one left off. From first referral to final outcome, one record holds the whole story.

Eligibility in one pass

Household demographics, income, assets, categorical benefits, circumstances, residency — entered once, applied across every program’s rules. Automated, explained, zero re-typing. See what a family qualifies for, what’s still needed, and why.

Captured once. Reported everywhere.

Compliance that’s inherent in the platform, not bolted on. Data is captured correctly at the source — aligned with federal definitions and documentation standards — then reused across every program and every funder’s report. One structured intake, zero reporting-season scramble.

Dissolving repetitive work
across every program your agency runs.

CAAs serve the same families across a dozen or more programs — CSBG, Head Start, Early Head Start, Weatherization, Energy Assistance, Senior Services — but their software treats every program as a separate world. The same family gets typed into ten or more systems. The same income gets verified four times. Cohesive Community Action unifies all of it on one household record.

Referral management

Every referral, in one queue.

Referrals arrive by phone, by walk-in, and through the web — from partner agencies, health departments, schools, and families themselves. They land in one queue with an owner, a priority, and a next step, so nothing waits on someone remembering to follow up.

  • One inbound queue — referrals from partner agencies, health departments, and schools arrive alongside walk-ins and web forms, in the order they need attention
  • Duplicate detection at the door — every referral is checked against existing households before it becomes a record, so one family never becomes three
  • Warm handoffs — assign to a caseworker or route to another program with the history already attached
  • Outbound referrals tracked — partner referrals carry a status from open through delivered, so a hand-off out of the agency isn’t a dead end
The referrals queue in Cohesive Community Action — each referral with the need behind it, its stage, the caseworker assigned, priority, and how the family first made contact
Household & intake

One intake. One household record.

A single household profile that follows the family across every program your agency offers. Members, relationships, income, and documents captured once — reused everywhere, re-verified only when the rules require.

  • Household-first data model — members, relationships, income, and documents are all properties of the case
  • Smart re-use — when a family returns for a new program, they confirm what’s on file and answer only that program’s unique questions. Nothing they’ve already told you, ever again
  • Document vault — uploads tagged once and surfaced wherever a program needs them
  • Cross-program history — every service the household has ever received, in one timeline
A household record in Cohesive Community Action — members and relationships, with income, benefits, and documents on the same profile, and every program the household has applied to below
Multi-program eligibility

Eligibility across every program at once.

Household demographics, income, assets, categorical benefits, circumstances, residency — captured once, then every program’s own rules applied against the same facts. Rules are configuration, not code — when policy changes, your rules change with it, no software release required.

  • Every income standard — FPL percentages, state median income, and program-specific tables auto-applied across LIHEAP, Head Start, Weatherization, CSBG, and more
  • Categorical & circumstance pathways — SNAP, TANF, SSI, foster care, homelessness — whichever pathways each program recognizes flow through automatically
  • No wrong door — whatever program a family comes in for, the system flags every other program they likely qualify for
  • Conditional verdicts — priority tiers, waitlists, and document gaps inline
  • Explainable rules — every decision shows the exact rule applied, source authority, and benefit estimate
  • Preliminary, verified, decided — eligibility, verification, and application status are tracked as three separate things, so a preliminary yes is never mistaken for a decision
  • Versioned rule configurations — each carries its own effective dates, so a mid-year policy change applies from the day it takes effect without disturbing decisions already made under the old rule
  • From eligible to enrolled — the application pre-builds from the household record; staff review and attest, nothing re-keyed
A program application in Cohesive Community Action — preliminary eligibility resolved against the household's facts, showing income against the federal poverty level, age, and service area, with facts verified as they come in
Reporting & compliance

ROMA, CSBG, and funder reports on demand, not on deadline.

Every service delivery, every outcome, every hour of staff time — captured once at the source, in the natural flow of case work, then reused across every program and every funder’s report.

  • ROMA outcomes — FNPIs, CNPIs, and SRVs rolled up automatically for CSBG-AR v3.0 and v2.1, so historical outcomes never break
  • CSBG reporting — annual report data assembled continuously, not reconstructed each spring
  • Funder-specific exports — LIHEAP, DOE, HHS, and state funder formats built in
  • Audit trails, automatically — who changed what, when, and why, so monitor visits and OCS reviews start without a panic week
  • Custom dashboards — for Caseworkers, Program Directors, Finance Directors, Executive Directors, and the board
A CSBG-AR demographics view in Cohesive Community Action — unduplicated persons and households resolved from program roster placements, with the counting rule shown for each program
Services & outcomes

One family. Every program.
One timeline.

Every program, every service, every outcome a Community Action Agency delivers — to one family, across years. Cohesive Community Action puts them all on one timeline so caseworkers, directors, and funders see the whole story at once.

One household's self-sufficiency journey in Cohesive Community Action — overall status moving from crisis to transitioning, the programs running alongside it, outcomes achieved and proposed, and the assessment checkpoints ahead
  • SRVs captured in the flow of work — a service is recorded when it's delivered, not rebuilt from case notes months later
  • FNPI and CNPI rollup — service records aggregate into national performance indicators on their own, ready for CSBG-AR
  • Movement you can actually see — where a household sits between crisis, transitioning, and stable, how long it took to get there, and what is still open

Designed alongside a multi-program Community Action Agency in the Southeast — built from real intake desks, not a requirements document.

AI that helps caseworkers — never replaces the caseworker.

Surfaces what matters. Drafts what’s tedious. Shows its work.

Risks flagged early

Utility shutoffs, missed appointments, intake red flags — surfaced before the next crisis call, not buried in eight different systems.

Notes drafted from voice

Dictate a visit. Get a structured note tagged to program, outcome, and ROMA indicator. The caseworker reviews and signs — the system never speaks on its own.

Every decision explained

Eligibility verdicts, priority rankings, risk scores — caseworkers see exactly why, citing the rule and the source. No black boxes.