🤝 Untapped Solutions for Nonprofits: AI-Powered Case Management for Justice-Impacted Communities
Your case managers are drowning in paperwork while the people they serve wait for help. Untapped Solutions uses purpose-built AI agents to automate documentation, referrals, and follow-ups, saving case managers 8-12 hours per week so they can focus on what actually changes lives: human connection. Built by someone who lived the reentry experience, this platform understands the populations you serve in ways generic CRMs never will.
What Untapped Solutions Does
Struggling to track client outcomes across reentry programs, workforce development, and housing services while funders demand more data? Untapped Solutions is an all-in-one CRM and case management platform that replaces the patchwork of spreadsheets, generic CRMs, and disconnected tools that most human services organizations cobble together.
The platform was founded in 2020 by Andre Peart after spending 5.5 years in a New York State prison and experiencing firsthand the broken systems that fail returning citizens. Originally launched as ConConnect, a LinkedIn-style networking platform for formerly incarcerated job seekers, it evolved into a comprehensive technology platform serving nonprofits, government agencies, and employers working with justice-impacted, homeless, veteran, and other marginalized populations.
What makes it different from Salesforce or Bonterra? It was designed from the ground up for the populations you serve, with built-in workforce development tools, an integrated second-chance hiring job board with 70,000+ candidates, AI agents that understand reentry workflows, and a client-facing portal that empowers participants to track their own progress. You're not forcing a sales CRM to do social work.
Best For
Organization Types
- Reentry and justice-focused nonprofits
- Workforce development organizations
- Homeless services and housing agencies
- Government social services departments
Best Use Cases
- Managing client journeys from incarceration to employment
- Tracking outcomes across multiple service programs
- Connecting clients to second-chance employment
- Automating referrals and intake documentation
Ideal Teams
- Case managers and social workers
- Workforce development coordinators
- Program directors tracking participant outcomes
- Correctional facility program staff
May Not Be the Best Fit If...
- -You need a general-purpose fundraising CRM without case management
- -Your organization primarily serves education or healthcare populations
- -You need extensive third-party integrations with existing tools
- -You require formal HIPAA certification with BAA agreements
Key Features for Nonprofits
AI Digital Teammates
Four specialized AI agents that handle the work your team doesn't have time for
AI Social Worker, Caseworker, Workforce Coach, and Life Assistant agents automate documentation, case notes, and administrative tasks, freeing your team to spend time with clients instead of paperwork.
Integrated Job Board
70,000+ candidates in the second-chance hiring marketplace
The only case management CRM with a built-in employment marketplace. AI-powered matching considers legal constraints and industry requirements to connect clients with fair-chance employers, complete with WOTC tax credit assistance.
LifePath Navigator
Client self-service portal that reduces staff workload
Participants track their own progress, manage goals, access resources, and apply for jobs independently. Instead of calling their case manager for every update, clients can self-serve, promoting empowerment while freeing staff time.
All-in-One CRM
Client, donor, volunteer, and program management in one place
Centralized profiles with secure case notes, custom fields for specialized data (parole information, military status, emergency contacts), automated workflows, and shared team communication, no more juggling separate systems.
Outcome Tracking & Reporting
Real-time dashboards for funders and stakeholders
Track client journeys across milestones, education, employment, housing, with real-time dashboards and custom reports. Advanced filters let you generate the specific data funders need without manual spreadsheet work.
Reentry Technology
Purpose-built tools for correctional facilities and reentry programs
Deployed in 16 CoreCivic facilities, the platform includes secure in-facility access, AI-driven job and service matching for justice-involved individuals, and comprehensive progress tracking from incarceration through community reintegration.
How Untapped Solutions Uses AI
What's AI-Powered
- 🤖AI Social Worker -Automates case documentation, assessment summaries, and follow-up scheduling so case managers spend less time typing and more time helping
- 🤖AI Caseworker -Handles intake automation, referral matching, and case plan generation based on client profiles and available services
- 🤖Workforce Coach -Matches clients to suitable employment opportunities considering their skills, legal constraints, and industry requirements
- 🤖AI Life Assistant -Client-facing AI that helps participants navigate available jobs, services, and programs independently
- 🤖Criminal Background Analysis -AI reads criminal background records to recommend suitable job positions and services
Standard Automation (Not AI)
- -Workflow automation -Rule-based task scheduling and report generation triggered by milestones or dates
- -Custom forms -Template-based data collection with conditional logic (Untapped Forms, currently in beta)
- -Role-based access -Standard permission controls for team members and client data
- -Donor & volunteer management -Traditional CRM tracking for fundraising and volunteer coordination
- -Reporting dashboards -Configurable views for tracking program metrics and client outcomes
AI Transparency & Limitations
- ⚠️Early-stage AI -The AI agent platform was relaunched in late 2025. While promising, it hasn't been independently reviewed at scale. Request a demo to evaluate AI accuracy for your specific use case before committing.
- ⚠️Human oversight essential -AI-generated case notes and referral recommendations should always be reviewed by trained case managers, especially for sensitive populations.
- ⚠️Bias considerations -Any AI analyzing criminal background data carries inherent risks of bias. Ensure your team reviews AI job recommendations to avoid reinforcing systemic inequities.
- ⚠️Data privacy -The platform handles sensitive client information. While GDPR and CCPA compliant, organizations should verify specific compliance requirements (especially HIPAA) directly with Untapped Solutions.
Real-World Nonprofit Use Case
Imagine a reentry services nonprofit managing 200 active participants across employment readiness, housing support, and substance abuse programs. Before Untapped Solutions, case managers spent half their day typing case notes, manually tracking referrals in spreadsheets, and calling employers to check on job placements. Funder reports required weekend marathon sessions of data compilation.
After implementing Untapped Solutions, the AI Social Worker handles case documentation while case managers focus on face-to-face client meetings. The integrated job board automatically surfaces relevant employment opportunities based on each participant's skills and legal situation. Participants use the LifePath Navigator to check their own progress and access resources independently, cutting "status update" phone calls by half.
The result: case managers reclaim 8-12 hours per week, funder reports generate in minutes instead of days, and, most importantly, clients get faster connections to employment and services. The platform's reentry-specific design means no one wastes time adapting generic tools to understand concepts like parole conditions, work-release eligibility, or criminal background considerations.
Pricing
LifePath Navigator
Client-facing portal with referral tracking
- Quick referrals and tracking
- Workforce development tools
- Program and alumni data
- CRM integration
- 24/7 support
Contact for pricing
Untapped CRM
All-in-one client and donor management
- Everything in LifePath Navigator
- Volunteer coordination
- AI job matching
- Progress tracking
- Donor management
Contact for pricing
Reentry Technology
Purpose-built for correctional facilities
- Justice-impacted focus
- Job placement assistance
- In-facility deployment capable
- Reentry-specific tools
- Justice support features
Contact for pricing
Untapped Solutions does not publicly list pricing. The company states that "pricing aligns with standard CRM market rates." A free trial is available. Contact them directly or schedule a demo for specific pricing.
Nonprofit Discount: Grow Your Roots Program
Untapped Solutions offers the Grow Your Roots program specifically for small and grassroots nonprofits transitioning from spreadsheets or outdated CRMs. This program provides discounted access to the full CRM platform along with hands-on onboarding guidance.
What's Included:
- Discounted CRM access for qualifying small nonprofits
- Hands-on onboarding guidance from the Untapped team
- Flexible, scalable tools that grow with your organization
- Client management, automated referrals, donor tracking, and custom reporting
How to access: Apply through the Grow Your Roots program page or schedule a demo. Exact discount percentages are not publicly disclosed, contact Untapped Solutions directly for current pricing.
Note: Prices may be outdated or inaccurate.
Learning Curve
Basic
Client profiles, case notes, and basic navigation within 2-3 hours of onboarding
Intermediate
Custom workflows, reporting, and AI agent features within 1-2 weeks of regular use
Advanced
Complex reporting, multi-program management, and employer integrations within 1-2 months
Support & Training
- 24/7 customer support across all tiers
- Dedicated onboarding guidance (especially through Grow Your Roots)
- No coding required, built for non-technical social services staff
- Annual Untapped Impact conference with workshops and training (next: April 2026)
Integration & Compatibility
Platform Availability
- Web-based platform (all major browsers)
- In-facility deployment capability (proven in 16 CoreCivic facilities)
- No confirmed native mobile apps (web-responsive)
Security & Compliance
- GDPR, CCPA, and LGPD compliant
- Industry-standard encryption and role-based access
- Periodic security audits; no data sold to third parties
- SOC 2 not mentioned; HIPAA claimed for Forms only
Built-in Capabilities
Untapped Solutions is designed as a self-contained ecosystem. Instead of integrating with dozens of external tools, it includes:
- Case management + CRM + donor management
- Job board and workforce development
- Untapped Forms for custom data collection (beta)
Data Portability
- Custom reporting with export capabilities
- HR system integration for employer partners
- No public API documentation currently available
- Limited third-party integrations compared to Salesforce or Bonterra
Pros & Cons
Pros
- Purpose-built for underserved populations -Not a generic CRM adapted for social work; designed from day one for reentry, homeless services, and workforce development
- Integrated job board - No other case management CRM includes a 70,000+ candidate employment marketplace built in
- Client empowerment through LifePath -Self-service portal reduces staff burden while promoting participant independence
- Proven in-facility deployment -Tested in 16 correctional facilities through CoreCivic partnership
- Founded on lived experience -Built by someone who navigated the reentry system, ensuring authentic understanding of user needs
- Strong backing -Supported by Google, Richard King Mellon Foundation, Techstars, and Robin Hood Foundation
Cons
- Opaque pricing -No public pricing makes budgeting difficult; you must schedule a demo to get numbers
- Early-stage platform -Founded 2020, AI relaunched late 2025; limited track record compared to established CRMs like Salesforce or Bonterra
- No verified reviews -Minimal presence on G2, Capterra, or TrustRadius makes independent evaluation difficult
- Limited integrations -Self-contained ecosystem with no public API; may not connect to your existing tools
- Niche focus -Best suited for justice-impacted and reentry services; less versatile for general nonprofit use cases
- Compliance gaps -No SOC 2 certification; HIPAA compliance only partially claimed
Bottom line: Untapped Solutions fills a genuine gap in the market. If your organization specifically serves justice-impacted, homeless, or marginalized populations and you need case management combined with workforce development, it's worth a serious look. The integrated job board and reentry-specific design are capabilities you won't find in any other single platform. However, if you need extensive integrations, formal compliance certifications, or serve populations outside their core focus, more established enterprise platforms may be safer choices.
Alternatives to Consider
If Untapped Solutions doesn't feel like the right fit, consider these alternatives:
CaseWorthy
Flexible cloud-based case management
Rules-based eligibility engine with comprehensive reporting. Better for organizations that need a more established case management platform with proven scalability. Good for homeless services and continuum of care programs.
Choose CaseWorthy if: You need a mature, enterprise-grade case management system with more extensive third-party integrations.
Apricot by Bonterra
Widely-used human services case management
Part of the Bonterra ecosystem with strong reporting, form building, and outcome tracking. Well-established with extensive documentation and community support.
Choose Apricot if: You want a proven platform with broader nonprofit ecosystem integration and don't need reentry-specific features.
Sumac
Affordable customizable CRM with case management
Starting at $109/month with HIPAA and PIPEDA compliance. More affordable option with customizable modules for case management, donations, and volunteers. Better for organizations needing strict health data compliance.
Choose Sumac if: Budget is tight, you need formal HIPAA compliance, or your case management needs are more general-purpose.
Why you might choose Untapped Solutions instead: None of these alternatives offer an integrated second-chance hiring job board, AI agents designed for social work contexts, or the reentry-specific design that comes from lived experience in the justice system. If your mission centers on justice-impacted communities, Untapped Solutions' focused approach may deliver more relevant features than broader platforms.
Getting Started
Schedule a Demo
Visit untappedsolutions.io and request a personalized demo. Ask specifically about the Grow Your Roots program if you're a small or grassroots nonprofit. Come prepared with questions about pricing, compliance, and how the AI agents work with your specific programs.
Start Your Free Trial
Take advantage of the free trial to explore the platform with your actual use cases. Import a small subset of client data to test case management workflows, try the AI agents on real documentation tasks, and have your team evaluate the interface before committing.
Set Up Client Profiles & Workflows
Configure custom fields for your specific population data (parole information, housing status, employment history). Set up automated workflows for intake, referrals, and follow-ups. Test the LifePath Navigator with a few willing participants to validate the client experience.
Roll Out AI Agents Gradually
Don't activate all four AI agents at once. Start with the AI Social Worker for documentation automation, it delivers the quickest time savings. Once your team is comfortable, add the Workforce Coach for job matching. Always review AI outputs during the first month to calibrate trust and identify edge cases.
Need Help with Implementation?
Implementing case management technology while serving vulnerable populations requires careful planning. From data migration and workflow design to staff training and AI oversight protocols, we can help you get it right the first time.
- Vendor evaluation and platform comparison support
- Data migration planning and execution guidance
- Staff training and change management strategies
- AI governance and ethical oversight framework development
Frequently Asked Questions
What is Untapped Solutions and who is it for?
Untapped Solutions is an AI-powered CRM and case management platform built specifically for nonprofits, government agencies, and employers serving justice-impacted, homeless, veteran, and marginalized communities. Founded by Andre Peart after his own experience in the justice system, it combines case management, workforce development, donor tracking, and an integrated job board into a single platform designed for organizations that serve underserved populations.
Does Untapped Solutions offer nonprofit discounts?
Yes. Untapped Solutions offers a Grow Your Roots program specifically designed for small and grassroots nonprofits. This program provides discounted access to the CRM platform along with hands-on onboarding guidance and flexible, scalable tools. Exact pricing is not publicly listed, organizations need to apply through the program or schedule a demo to get specific pricing details.
What are Untapped Solutions' AI agents?
Untapped Solutions includes four specialized AI agents they call 'digital teammates': an AI Social Worker that automates documentation and administrative tasks, an AI Caseworker for case management automation, a Workforce Coach for employment-focused support, and an AI Life Assistant that helps clients navigate jobs, services, programs, and opportunities independently. These agents are designed to save case managers 8-12 hours per week on routine tasks.
How does the LifePath Navigator work?
The LifePath Navigator is a client-facing self-service portal where program participants can track their own progress, manage goals, access resources, apply for jobs, and view their information independently. It reduces staff workload while promoting client self-empowerment, instead of calling their case manager for every update, clients can check their status and find resources on their own.
Can Untapped Solutions be used inside correctional facilities?
Yes. Untapped Solutions has a proven track record of in-facility deployment through its partnership with CoreCivic, where the platform operates in 16 correctional facilities. The system is adapted for secure environments with modified access controls, creating two complementary tools: Go Further Discovery for internal facility use and Go Further Connect for community resources after release.
What integrations does Untapped Solutions support?
Untapped Solutions is designed as a self-contained, all-in-one platform that reduces the need for multiple tool integrations. It includes CRM, case management, donor management, volunteer tracking, job board, and client portal in one system. For employers, it integrates with existing HR systems. The platform also includes Untapped Forms (currently in beta) for custom data collection that syncs directly with the CRM. A public API is not currently documented.
Is Untapped Solutions HIPAA compliant?
Untapped Solutions claims HIPAA and GDPR compliance for their Untapped Forms product specifically. The platform uses industry-standard encryption, role-based access controls, and periodic security audits. However, their main privacy policy does not explicitly reference HIPAA certification, so organizations handling protected health information should verify compliance details directly with Untapped Solutions before implementation.
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