NonProfitly | AI-Powered Nonprofit Case Management & Human Services Software

What we believe

Not the program model. Not the dosage. The relationship.

Our belief is simple: the relationship is what drives outcomes. We help people see the strength of that relationship — the evidence behind what's working.

Who we build for

The people who show up.

Every program has an outcome it’s working toward. What gets people there is a relationship — with the youth worker, the staff member, the case worker who shows up, earns trust, and stays. They are the heroes of this work, and they are who we build for.

A youth worker leaning in to talk with a group of teenagers in an after-school program

Youth services

After-school programs aim to help young people succeed in school, build confidence, and see a future for themselves. The key is the youth worker who shows up every afternoon — the trusted adult whose relationship keeps a young person coming back long enough for that growth to happen.

A smiling staff member handing a bowl of soup to a guest at a community kitchen

Community services

Community programs aim to meet urgent needs — a meal, a safe place, a connection to help. The key is the staff member or volunteer who knows people by name, because that relationship turns a single visit into the trust that opens the door to everything else.

A caseworker holding a tearful woman in a long, supportive embrace

Family services

Family services aim to help people move through crisis toward stability and healing. Services matter, but the key is the worker who stays through the hardest moments — a relationship strong enough to hold is often what makes lasting change possible.

How AI fits

AI serves the relationship itself.

Not another dashboard to feed. Not another form to fill. The technology works in the background so the people doing the work can stay present with the people they serve.

Freeing up time

Time to build the relationship.

Documentation becomes a byproduct of the work, not a burden on top of it. Voice capture, AI drafting, and intelligent form completion give hours back to the frontline.

Catching the moment

Before it starts to weaken.

Relationship quality becomes a leading indicator — visible before disengagement, before the missed appointment becomes a dropped case, while there is still time to act.

Why us · Why now

We've done this before. Now we can do it right.

NonProfitly brings together technologists and human-services professionals who have built software for this sector before — and seen, firsthand, what it measured and what it missed.

The systems built fifteen years ago weren't wrong for their moment; the sector needed accountability and outcome measurement. But some things couldn't be fixed with the technology of the time. AI changes that. What we couldn't solve then, we can solve now.

And the need is greater. Frontline turnover was already high before Covid. It went higher — and it has stayed there.

Most days, the people doing this work feel like anything but heroes. And yet they are the difference between generational change for a family — and a trust-breaking event that quietly disconnects them.

Leadership

People who care about your mission.

Backgrounds in nonprofit management, public-sector administration, technology, and data science — united by a belief that mission-driven work deserves world-class tools.

Meet the full team →

Questions

What people ask about NonProfitly.

Nonprofit case management, Relationship Intelligence, the Ri (Relationship Index), and how our products fit together.

What is NonProfitly?

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.

What is Magic?

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.

What is Relationship Intelligence?

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.

What is the Relationship Index (Ri)?

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.

What kinds of programs use NonProfitly's software?

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.

What is Matched?

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.

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

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.

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

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.

Is Outcome Tracker still supported?

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.