The Platform

Case management that works the way your team actually works. Not the way a vendor decided they should.

Core

Case Management

A unified view of every participant, from initial contact through program exit and beyond.

  • Unified case view across all enrolled programs
  • Activity timeline with case notes and milestones
  • Document management and upload
  • Eligibility determination and tracking
  • Co-enrollment across WIOA Title I and Wagner-Peyser
  • 90-day exit tracking with automated alerts

Enrollment

Intake & Enrollment

Intake that works for everyone. Simple enough for a participant to start on their phone, complete enough for a case manager to close without follow-up.

  • Participant onboarding via mobile, web, or SMS. Meet them where they are.
  • Documents collected and validated before the first appointment. Case manager time goes to outcomes, not paperwork.
  • Guided intake that captures the right information first and walks case managers through federal requirements step by step
  • Automatically identifies other programs worth exploring based on intake data

Compliance

Reporting & Compliance

Federal reporting requirements are built in. When they change, CivicForce updates. No upgrade cycles. No consultants. No scrambling.

  • PIRL reporting, all required federal fields collected and validated out of the box
  • WIOA's six common performance measures: employment rate, median earnings, measurable skill gains, credential attainment, and effectiveness in serving employers
  • Quarterly UI wage record matching
  • Federal format exports (XML, CSV), always current with federal specifications
  • Configurable at every level: state supplemental fields, county reporting requirements, and local program tracking needs alongside the federal baseline

Configuration

Workflow Engine

No two agencies run their programs the same way. Local boards set their own policies. Federal guidance changes with every TEGL. CivicForce configures to match your process. No code change required.

  • Configurable service stages for WIOA Title I and Wagner-Peyser, set up to reflect how your programs actually run
  • Automated 90-day exit clock tracking with proactive alerts. No spreadsheets.
  • Case review checkpoints and supervisory approval workflows
  • Automated alerts for IEP review deadlines, follow-up contacts, and program milestones
  • Policy rules update through configuration, not a vendor change order

Transition

Switching shouldn't mean starting over.

Every agency considering a new platform is already running one. CivicForce is built to make the transition, including data migration, manageable.

  • Data import from existing case management systems
  • Run CivicForce alongside your current platform during transition. No big-bang cutover.
  • Open data formats throughout. Your data is always yours to export.

Have questions about the platform?

Reach out. We're happy to talk through what CivicForce does and whether it fits your agency's needs.

Get In Touch