Case management

Every case, one calm place.

CMpotamia helps people-first organizations run intake, cases, tasks, services and reports together — with the permissions and audit trail your funders expect.

Works in any browser, on any device. Nothing to install.

What's inside

Everything a caseworker needs, nothing they don't.

Clients and intake

Full profiles, household details, languages and tags. Find anyone in a second with search.

Cases, list or board

Status, priority, categories and owners. Drag cases across a board when that's how your team thinks.

Journal

Calls, visits, meetings and referrals in one timeline, each entry signed by the person who wrote it.

Tasks

Next steps with due dates and owners. Your own list waits on the dashboard every morning.

Services delivered

Food parcels, sessions, cash assistance. Counted per client and per case, ready for funder reports.

Calendar

Appointments and task due dates month by month, so nothing slips.

Documents

Consent forms, IDs and assessments attached to the right client and case, in private storage.

Reports and exports

Pick a period and see what opened, closed and was delivered. Export CSV or a full backup in one click.

Roles, permissions and audit

Decide who can see and do what, down to each module. Every sign-in and change is on the record.

The mark

An open gate.

A person standing in an open doorway: shelter, access, a way through. The gate is also Babylon's Ishtar Gate, from the land the name comes from — something built to last, one level on another.

Trust

Built for sensitive work.

Sign-in and permissions, checked on the server

Passwords are hashed, sessions are secure cookies, and every request is checked against the signed-in person's role.

An audit trail you can hand to a funder

Who signed in, what changed, and when. Searchable, filterable, exportable.

Your data, your organization

Records live in your own Cloudflare database. Download a complete backup whenever you like.

Fast everywhere

Served from Cloudflare's network close to your team, on desktop, tablet and phone.

Ready when you are.

Sign in to CMpotamia