Built around families,
not program silos.

From intake to outcomes — every program, every funder, on one household record.

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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.

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
  • Duplicate detection built in — every referral and intake is checked against existing households, so one family never becomes three records
  • 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
Cohesive Community Action household intake interface
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
  • From eligible to enrolled — the application pre-builds from the household record; staff review and attest, nothing re-keyed
Cohesive Community Action multi-program eligibility view Per-program eligibility detail — rules applied
Reporting & outcomes

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
  • Custom dashboards — for Caseworkers, Program Directors, Finance Directors, Executive Directors, and the board
Cohesive Community Action compliance reporting dashboard
Whole-family case management

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.

Cases › Active › Hernandez

The Hernandez family

Active case CSE-2026-0143 · Opened day 274
4members
6programs
2open referrals
2outcomes
Categories
Timeframe 22 months ▾
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Today
Household
CSBG case management
Maria
parent · 34
REACH workforce coaching
Employed — Mountain Diner
Carlos
parent · 36
Construction — self-employed
Sofia
child · 4
Head Start — center-based
Diego
child · 18 mo
Early Head Start — home-based
Referrals
external partners
Community Food Bank delivered
Regional Legal Aid open

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.

Audit-ready by architecture.

Every service, every staff hour, every outcome — captured automatically. Exportable on demand.

Funder-ready data

Every service, staff hour, and outcome tied to the household record — exactly what OCS, HHS, DOE, and state monitors ask for, the moment they ask.

Field-level security

Role-based access, encryption in transit and at rest, no PII in logs. SOC 2-compliant US hosting; on-premises available for agencies that require it.

Full audit trail

Who changed what, when, and why — captured automatically, exportable on demand. Monitor visits and OCS reviews start without a panic week.