Client Intake & Assessment
A consistent intake, every time.
Standardized intake and needs-assessment forms capture the same information for every client from day one, so case workers spend less time chasing missing details and more time on the actual conversation.
- Standardized intake forms
- Needs & risk assessment scoring
- Auto-populates the client's case file
Also in Case Management
Incident Documentation
Frontline staff can log an incident from a phone or tablet the moment it happens, with structured fields that produce a report ready to hand to the Landlord and Tenant Board or police — no rewriting required.
Case Notes & History
Every interaction with a client lives on one timeline — visible to the right staff, invisible to everyone else — so nothing depends on one person's memory or one person's inbox.
Reporting & Compliance
When a case escalates, you need records that are complete, timestamped, and defensible. Gwetom keeps every entry audit-logged automatically, so your documentation is always ready for scrutiny.
Secure Messaging & Referrals
Send secure messages to colleagues and track referrals to outside agencies directly against a client's file, so the full picture of who's involved in someone's care stays in one place.