Built around families,
not program silos.

From intake to outcomes — every program, every funder, on one household record.

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The case is the record

Every program, service, eligibility check, and document attaches to a single household profile — one that follows the family across years, not one that gets recreated every program cycle.

Eligibility in one pass

Income, household, residency, categorical, assets — verified once, kept current, applied across every program. No retyping. No re-verifying.

Reports in seconds

CSBG, ROMA, PIR, and funder-specific reports run from the same data your caseworkers entered once. Reporting season starts and ends in the same week.

Dissolving repetitive work
across every program your agency runs.

CAAs serve the same families across half a dozen programs — CSBG, Head Start, Early Head Start, Weatherization, LIHEAP, Senior Services — but their software treats every program as a separate world. The same family gets typed into eight different systems. The same income gets verified four times. Cohesive Community replaces all of it with one durable case.

Household & intake

One intake. One household record.

A single household profile that follows the family across every program your agency offers. Income verified once. Documents stored once. Members and relationships captured once — and reused everywhere.

  • Household-first data model — members, relationships, income, and documents are all properties of the case
  • Smart re-use — when a family returns for a new program, intake is a 60-second confirmation, not a 30-minute form
  • Document vault — uploads tagged once and surfaced wherever a program needs them
  • Cross-program history — every service the household has ever received, in one timeline
Cohesive Community household intake interface
Multi-program eligibility

Check eligibility across every program at once.

Federal poverty level, household composition, categorical eligibility, asset tests, residency — calculated once and applied across every CAA program with its own rules. See exactly which programs a family qualifies for, conditional on what, and why.

  • FPL and income calculations auto-applied across LIHEAP, Head Start, Weatherization, CSBG and more
  • Categorical eligibility — SNAP, TANF, SSI flow through automatically
  • Conditional verdicts — see priority tiers, waitlists, and document gaps inline
  • Explainable rules — every decision shows the exact rule applied, source authority, and benefit estimate
Cohesive Community multi-program eligibility view Per-program eligibility detail — rules applied
Operational visibility

ROMA, CSBG, and funder reports in seconds, not weeks.

Every service delivery, every outcome, every hour of staff time — captured in the natural flow of case work and rolled up into the reports your federal, state, and local funders actually require. Audit trails for free.

  • ROMA outcomes — FNPIs, CNPIs, and SRVs rolled up automatically for CSBG-AR v3.0 and v2.1, so historical outcomes never break
  • CSBG reporting — annual report data assembled continuously, not reconstructed each spring
  • Funder-specific exports — LIHEAP, DOE, HHS, and state funder formats built in
  • Custom dashboards — for Caseworkers, Program Directors, Finance Directors, Executive Directors, and the board
Cohesive Community compliance reporting dashboard
Whole-family case management

One family. Every program.
One timeline.

Every program, every service, every outcome a Community Action Agency delivers — to one family, across years. Cohesive Community puts them all on one timeline so caseworkers, directors, and funders see the whole story at once.

Cases › Burke County › Hernandez

The Hernandez family

Active case CSE-2026-0143 · Burke County · Morganton · Opened day 274
4members
6programs
2open referrals
2outcomes
Categories
Timeframe 22 months ▾
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Today
Household
CSBG case management
Maria
parent · 34
REACH workforce coaching
Employed — Mountain Diner
Carlos
parent · 36
Construction — self-employed
Sofia
child · 4
Head Start — Quaker Meadow
Diego
child · 18 mo
Early Head Start — home-based
Referrals
external partners
Burke Food Bank delivered
Pisgah Legal Aid open

AI that helps caseworkers — doesn't replace them.

Surfaces what matters. Drafts what's tedious. Shows its work.

Risks flagged early

Utility shutoffs, missed appointments, intake red flags — surfaced before the next crisis call, not buried in eight different systems.

Notes drafted from voice

Dictate a visit. Get a structured note tagged to program, outcome, and ROMA indicator. The caseworker reviews and signs — the system never speaks on its own.

Every decision explained

Eligibility verdicts, priority rankings, risk scores — caseworkers see exactly why, citing the rule and the source. No black boxes.

Audit-ready by architecture, not by promise.

Every service, every staff hour, every outcome — captured automatically. Exportable on demand.

Funder-ready data

Every service, staff hour, and outcome tied to the household record — exactly what OCS, HHS, DOE, and state monitors ask for, the moment they ask.

Field-level security

Role-based access, encryption in transit and at rest, no PII in logs. SOC 2-compliant US hosting; on-premises available for agencies that require it.

Full audit trail

Who changed what, when, and why — captured automatically, exportable on demand. Monitor visits and OCS reviews start without a panic week.

In partnership with
AMCI — Atlantic Management Center, Inc.