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Platform / Case management

One record for every survivor, from first call to case closure.

Notes, documents, messages, court dates, and services live in a single case file your whole team works from. It replaces the email threads, spreadsheets, calendars, and survey tools you stitch together today.

One case record in place ofEmail threadsText messagesCalendarsIntake survey toolsSpreadsheetsPaper formsShared drives
Organize

See your whole caseload on a board your team sets up.

Move cases through the stages you define. Tag them by program, funding source, or anything else you track, then filter the board to what matters today.

Document

Write it down once, and it is where everyone needs it.

Notes, documents, legal details, and assessments sit on the same case. Nothing lives in a spreadsheet, a shared drive, or one person’s inbox.

Hand off

Cover a colleague’s case without asking the survivor to start over.

A case summary shows what happened, what is scheduled, and what is still open, so the next advocate can pick up in a minute.

How case summaries work
Report

Funder reports come from the work you already did.

Services, demographics, and outcomes are recorded on the case as you work. Run them through a growing library of pre-built state and federal reports, including VOCA and HUD. If your funder needs one we do not have, we build it.

See the reports library

What advocates and directors say.

Rated 5.0 out of 5 on G2

Having that dashboard with all the case statuses has been invaluable to our supervising team. They can see all their cases in each region by status at a glance, click in, and see what’s pending.
Natalie SampsonSenior Program Analyst, SAFE Family Justice Centers
“The most helpful thing about Restore AI is the dedication and support from the team.”
Verified user on G2Civic and social organization
“We really like the ability to maintain constant contact with victims that are in troubling situations.”
Verified user on G2Individual and family services

Questions teams ask us first.

Yes. Migration is handled with you, not handed to you. We map your current fields and records to Restore AI, move the data, and check it together before go-live, so nothing is lost in the move.

Yes. Board stages, custom fields, forms, tags, and reports are all set up by your own admins. No consultant and no support ticket is needed to make a change.

Only the people you allow. Access is set at the case level, so partner agencies and programs that share a system still see only the cases they are part of.

Yes. Messages, appointments, and documents shared through the Survivor App are saved to the survivor’s case record, so advocates work from one place.

Services, demographics, and outcomes recorded on the case feed a growing library of pre-built state and federal reports, including VOCA PMT, HUD APR, and CAPER. A custom report builder covers the rest.

See what your team could do with their time back.

Book a demo