Cloud-based intake, assessment and client management tools

Easily maintain and track any data activity using a highly customizable tool kit tailored to fit any agency’s needs.

Enable your agency’s clients to easily manage their accounts anywhere, anytime.

Our Client Portal enables your agency’s clients to easily manage their accounts anywhere, anytime using a smartphone or tablet, or a laptop or desktop computer. Our cloud-based, mobile-friendly client portal enables your clients to easily manage their program applications, case records, personal information, budget/finances, and employment information on the go; reducing staff time and travel.


  • Scheduling – Staff and clients have access to a centralized calendar to schedule appointments, and manage their daily tasks and updates.
  • Client Intake – Clients can enter and/or update basic intake data as well as perform other processes online.
  • Assessments – Clients can self-assess and reassess in real-time reducing the need for costly agency follow-up.
  • Budgeting – Clients can update and manage their personalized budget and finances.
  • Applications and Eligibility – Clients can apply and check their eligibility for various programs and services provided by your agency.
  • Notifications – Staff and clients are alerted in real time with updates to their profile.
  • Employer Information – Staff and clients can actively monitor their employment and update their information in real time.

Our Staff Portal enables your agency’s staff to conduct business using any portable or desktop device whether in the office, visiting other agencies, conducting home visits, or working from home.

Dashboard views make managing your workflow even easier

Viewing ongoing tasks in Dashboards allows users to effectively monitor and manage their caseload, and work collaboratively with staff in the agency as well as staff in referral and referring organizations. The dashboard displays client information such as upcoming programs, services, events, and much more.

Assess incoming clients with unbeatable precision

eLogic Genesis provides your agency with a precise measurement tool to assess individual and family needs using our copyrighted, evidence-based outcome and social determinant scales. These well-being scales administered at intake and subsequent follow-up and reassessment(s) provide the agency with the evidence to demonstrate efficient and effective service delivery and achievement of client outcomes. While other companies may charge for assessment scales, all eLogic Genesis users have access to over 100 vetted outcome and social determinant scales built into Genesis. If desired, users can access the Scale Builder and create their own assessment scales in Genesis. Our staff is available to consult on scale development and testing.

Book your Genesis demo today

The best way to understand just how much Genesis can help your agency is to see it for yourself! Our friendly staff is more than happy to take you through our platform and show you just what Genesis can do for you.

This is optional and designed to help us tailor your demo to you, but feel free to leave blank and we will provide a full demo