Question 1

What is NonProfitly?

Accepted Answer

NonProfitly builds AI-powered technology for the people and programs working to change lives. Our belief is simple: the relationship is what drives outcomes. Our three products — Magic, Matched, and Outcome Tracker — are built around that belief, for nonprofits, public agencies, and the programs they fund.

Question 2

What is Magic?

Accepted Answer

Magic is case management software built around the relationship between a caseworker and the people they serve. It brings participant records, case notes, goals, referrals, messaging, and reporting together in one place, and adds the Ri (Relationship Index) so staff can see how strong each relationship is — and act early when one starts to weaken. AI takes on routine documentation and reporting, so more of the workday goes to the people being served. We call it Case Management, powered by Relationship Intelligence.

Question 3

What is Relationship Intelligence?

Accepted Answer

Relationship Intelligence is the idea at the center of everything NonProfitly builds: making the strength of the helping relationship visible, measurable, and something a program can act on. Research across counseling, mentoring, and case management shows the relationship between a worker and a participant is one of the strongest predictors of outcomes. Relationship Intelligence turns that insight into an early signal, while there is still time to make a difference.

Question 4

What is the Relationship Index (Ri)?

Accepted Answer

The Ri (Relationship Index) is NonProfitly's seven-dimension measure of relationship quality: trust, emotional safety, shared purpose, reciprocity, consistency and reliability, power balance, and cultural responsiveness. It produces a composite score from 7 to 35 across four bands — Disconnected, Emerging, Connected, and Thriving — and is designed to show at three months whether twelve-month outcomes are on track.

Question 5

What kinds of programs use NonProfitly's software?

Accepted Answer

Nonprofits, community-based organizations, and City & County Social Service Departments use NonProfitly for youth services, workforce development, homeless and housing services, family services, and other social services programs. Matched also serves the state agencies and sponsors behind savings and scholarship programs. Teams use it for intake, case notes, goals, referrals, outcome tracking, and funder reporting, including for programs with HUD, WIOA, or 42 CFR Part 2 requirements.

Question 6

What is Matched?

Accepted Answer

Matched is a Family Access Portal, powered by Relationship Intelligence. For state agencies and the foundations, employers, and sponsors funding CSA, IDA, SNAP Match, scholarship, and matched-giving programs, Matched helps families discover and claim the funds they're eligible for — while giving treasurers and sponsors the engagement data and impact reporting that expands reach. Funds reach families through the caseworkers they already trust, and the Ri (Relationship Index) measures the quality of those delivery relationships.

Question 7

How is NonProfitly connected to Social Solutions and Efforts to Outcomes (ETO)?

Accepted Answer

The team behind NonProfitly built and led Social Solutions, the company that created Efforts to Outcomes (ETO) — widely regarded as the first nonprofit performance management system, used by more than 10,000 organizations. Social Solutions and ETO are now part of Bonterra. NonProfitly is an independent company and is not affiliated with Bonterra; it builds on what that experience taught about nonprofit performance management, with the relationship at the center.

Question 8

What's the difference between Magic, Outcome Tracker, and ETO?

Accepted Answer

The first generation of case management software took two paths. One was systems built specifically for human services, like Outcome Tracker and ETO (Efforts to Outcomes), which gave organizations a dependable way to track services, outcomes, and funder reporting. Unfortunately, some organizations took the other path: a business CRM tool retooled by consultants for human services, built around sales pipelines rather than the people a program serves. Magic is the next generation. It keeps the best of the purpose-built first generation and adds two things: a focus on the relationship between caseworkers and the people they serve, measured by the Ri (Relationship Index), and AI that takes on routine documentation and reporting, so staff can spend more of their day with people instead of paperwork.

Question 9

Is Outcome Tracker still supported?

Accepted Answer

Yes. Outcome Tracker, NonProfitly's case management and outcome tracking platform, remains fully supported at outcometracker.com. Organizations can move to Magic when they're ready, bringing their outcomes and program language with them.

Notes on the work, and the people who do it.

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