Freedom251 › Case Management Software
Traverse
by Traverse
What Traverse is
Traverse is cloud-based document, forms, and mobility software for human services agencies. It lets caseworkers upload, organize, retrieve, and full-text search electronic case files. Workers can complete, sign, and share forms electronically, including sending forms to clients for signatures. Case intake forms, workflow automation, audit trails, and reporting dashboards support structured case operations. Web access and Android and iOS mobile apps support work across devices, while offline functionality allows case-note updates and form uploads without an internet connection. Traverse Connect provides a secure portal for clients, providers, and other collaborators to access shared content and submit information. An API can connect Traverse with existing case-management or eligibility systems to reduce duplicate entry. The service runs on AWS with HIPAA- and FedRAMP-compliant services and encryption in transit and at rest. It supports adult and aging, child support, child welfare, and economic assistance programs. Pricing is available on request.
Who it suits
Traverse suits human services agencies and their caseworkers, social workers, supervisors, and agency leaders. It fits programs including adult and aging, child support, child welfare, and economic assistance.
What it does well
- Full-text search for electronic case files
- Offline case-note and form updates
- Secure collaborator portal
- API integrations with existing systems
- Android, iOS, and web access
What to know first
- Paid service with pricing on request
- Implementation averages 90 days or fewer
- Designed specifically for human services agencies
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Traverse | Pricing available by contacting Northwoods | On request |
As help.teamnorthwoods.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Traverse brings case files, electronic forms, collaboration, workflows, and reporting into one cloud service. Its offline work and external portal are useful when staff and clients need access beyond a connected office.
Facts from Traverse's own pages
- Audit trail
- Yes · help.teamnorthwoods.com, 22 Sept 2026
- Case files
- Users can upload, store, retrieve, organize, and full-text search electronic case files. · help.teamnorthwoods.com, 12 Oct 2026
- Client collaboration
- Traverse Connect lets clients, providers, and other external collaborators use a secure portal to access shared content and submit information from any device. · help.teamnorthwoods.com, 12 Oct 2026
- Deployment
- cloud · help.teamnorthwoods.com, 22 Sept 2026
- Forms and signatures
- Workers can collect, complete, sign, and share forms electronically, including sending forms to clients for electronic signatures. · help.teamnorthwoods.com, 12 Oct 2026
- Founded
- 2003 · help.teamnorthwoods.com, 28 Sept 2026
- Headquarters
- Dublin, Ohio, United States · help.teamnorthwoods.com, 28 Sept 2026
- Implementation
- Northwoods says Traverse implementation takes an average of 90 days or fewer. · teamnorthwoods.com, 12 Oct 2026
- Case intake forms
- Yes · help.teamnorthwoods.com, 22 Sept 2026
- Integrations
- Traverse is API-enabled and can integrate with existing case management or eligibility systems to reduce duplicate data entry. · teamnorthwoods.com, 12 Oct 2026
- Intended users
- Traverse is designed for human services agencies and their caseworkers, social workers, supervisors, and agency leaders. · help.teamnorthwoods.com, 12 Oct 2026
- Mobile and offline work
- Traverse is web-based and mobile-friendly, and its offline functionality lets workers update case notes and upload forms without internet access. · teamnorthwoods.com, 12 Oct 2026
- Mobile apps
- Yes · help.teamnorthwoods.com, 22 Sept 2026
- Reporting dashboards
- Yes · help.teamnorthwoods.com, 22 Sept 2026
- Security
- Traverse is built on AWS, uses HIPAA- and FedRAMP-compliant services, and encrypts data at rest and in transit. · teamnorthwoods.com, 12 Oct 2026
- Support
- Northwoods describes in-app learning and live chat, and says its support center provides ongoing help after launch. · help.teamnorthwoods.com, 12 Oct 2026
- Supported programs
- Traverse supports adult and aging, child support, child welfare, and economic assistance programs. · help.teamnorthwoods.com, 12 Oct 2026
- What it does
- Traverse is cloud-based document management, forms management, and mobility software purpose-built for human services agencies. · help.teamnorthwoods.com, 12 Oct 2026
- Workflow automation
- Yes · help.teamnorthwoods.com, 22 Sept 2026
Where Traverse stands on Freedom251
- Case Management Software#62 of 177