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Clarity

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What Clarity is

Clarity is a cloud platform for human services organizations, combining case management with participant access, forms, training, grants, donor management, billing, and compliance. Its modules share one participant record, and reports read from that record. Case management covers intake, referrals, assessments, service logging, care plans, goals, scheduling, notifications, and permissions. Organizations can upload assessment instruments or build assessments with automatic scoring, range distribution, and next-step routing. Scheduling integrates with Google Calendar. Forms can be embedded on a website or shared by link, with submissions converted into participant records. Included capabilities cover Grant Management, Workforce Compliance, and Donor CRM. Donor CRM has no separate subscription, but processed donations incur a 3–4% fee. Sentinel provides mobile field reporting. Beacon structures hotline or warmline intake and routes it afterward; it does not counsel, assess risk, or replace a trained responder. Clarity offers intake forms, workflow automation, audit trails, and reporting dashboards on iOS and web. The Core User license costs $30 a month.

Who it suits

Clarity suits human services organizations serving groups such as trafficking survivors, people in recovery, re-entry populations, children and families, and CalAIM participants. It is also aimed at teams needing shared participant records, compliance, fundraising, and field reporting.

What it does well

  • Shared participant record
  • Custom assessment tools
  • Google Calendar integration
  • Embedded forms become participant records
  • Mobile field reporting

What to know first

  • 3–4% donation processing fee
  • Core User license costs $30 monthly
  • Beacon does not counsel or assess risk
  • Cloud platform only listed on iOS and web

Plans

PlanBilled and limitsPrice
Core User license$30/ user / month · Core User license$30 a month

As claritycm.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

Clarity brings case, participant, fundraising, compliance, and reporting functions into one cloud platform. Its shared record and specialized tools suit human services workflows, with a listed $30 monthly Core User license and donation-processing fees.

Facts from Clarity's own pages

Assessment tools
Organizations can upload their own assessment instruments or build assessments in Clarity with auto-scoring, range distribution and next-step routing. · claritycm.com, 11 Oct 2026
Audit trail
Case management includes reporting and a full audit trail for every record. · claritycm.com, 11 Oct 2026
Calendar integration
Case management scheduling integrates with Google Calendar. · claritycm.com, 11 Oct 2026
Case management
Case management includes intake, referrals, assessments, service logging, care plans, goals, scheduling, notifications and permissions. · claritycm.com, 11 Oct 2026
Deployment
cloud · claritycm.com, 22 Sept 2026
Donation processing fee
Donor CRM is included without a separate subscription, and a 3–4% processing fee applies to donations processed. · claritycm.com, 11 Oct 2026
Forms
Forms can be embedded on an organization’s website or shared by link, and submissions can be converted into participant records. · claritycm.com, 11 Oct 2026
Free plan
No · claritycm.com, 22 Sept 2026
Hotline intake
Beacon captures structured hotline or warmline intake during calls and routes it afterward; the page says it does not counsel, assess risk or replace a trained responder. · claritycm.com, 11 Oct 2026
Implementation
The case management page says pre-built vertical configurations are intended to make go-live measured in days. · claritycm.com, 11 Oct 2026
Included modules
The platform overview lists Grant Management, Workforce Compliance and Donor CRM as included capabilities. · claritycm.com, 11 Oct 2026
Case intake forms
Yes · claritycm.com, 22 Sept 2026
Intended users
Clarity describes its users as human services organizations, including providers serving trafficking survivors, people in recovery, re-entry populations, children and families, and CalAIM participants. · claritycm.com, 11 Oct 2026
Mobile field reporting
Sentinel is described as mobile field reporting for staff who work outside an office. · claritycm.com, 11 Oct 2026
Purpose
Clarity combines case management, participant portal, forms, training, grants, donor management, billing and compliance for human services organizations. · claritycm.com, 11 Oct 2026
Reporting dashboards
Yes · claritycm.com, 22 Sept 2026
Shared participant record
Its modules share one participant record, and reports read from that record. · claritycm.com, 11 Oct 2026
Workflow automation
Yes · claritycm.com, 22 Sept 2026

Where Clarity stands on Freedom251

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