A New Era for Client Management – Streamlined, Empathetic, Effective

Imagine you’re a social service agency frontline worker, facing a mountain of paperwork with only minutes left in your day for real human connection. Or, think about the person on the other side of the desk, reliving trauma in an endless cycle of probing questions—feeling like a case number, not a person. Transform offers a unique solution.

Powered by

Enter Transform: The Digital Assistant Built for Change

Transform is here to change this reality. It’s designed to simplify, humanize, and empower the relationship between case workers and those they serve. Created by a team who understands social service challenges, Transform helps you ditch the outdated tools, reduce the paperwork grind, and focus on what really matters—people.

Trusted by Leading Organizations in Social Services

How is Transform Different from Typical Client Management Software?

From Interrogation to Conversation

  • Transform helps social workers approach data collection with respect. The tool facilitates genuine conversations instead of invasive questioning. Now, instead of interrogating, social workers can engage.

  • Answer questions together on a smartphone or tablet, building trust and easing the discomfort of traditional intake. Create a supportive environment anywhere, from an office to a coffee shop.

Simplified Referrals and Goal Tracking

  • No more repeating the story to multiple agencies. With Transform, relevant information flows seamlessly to other agencies, supporting clients through a cohesive network.

  • Transform uses the LifeWorks Self-Sufficiency Matrix, turning goals into measurable steps. For example, social workers and clients can monitor progress toward housing security, financial stability, and more.

Omnichannel Communication – Connect Where They Are

  • Whether through WhatsApp, text message, or email, communicate in their preferred channel and language. Imagine texting a client about a housing opportunity or sending support resources over text message.

  • What should we know about the services you provide? Better descriptions result in more sales.

Empowering Ownership of Data

  • Transform emphasizes client data ownership, empowering clients to control who has access to their personal information. This builds trust and ensures that data serves clients’ needs first, not reporting requirements.

  • With Canadian data storage and adherence to privacy standards like GDPR and HIPAA, Transform offers the highest level of security and accessibility.

Motivation and Recognition for Frontline Workers

  • See how many clients have achieved their goals through your support and celebrate these wins. Transform recognizes the effort of social workers with credentialing opportunities, like badges for expertise in areas such as eviction prevention.

  • By cutting down time on repetitive tasks and allowing staff to focus on impactful interactions, Transform keeps social workers engaged and satisfied in their roles.

Transform in Action

Transform's Pricing Model*

Features Tier 1: $25/mth
per user		 Tier 2: $35/mth
per user		 Tier 3: Custom
Data Export ✓ ✓ ✓
Settings Mgmt ✓ ✓ ✓
Intake & Assessment ✓ ✓ ✓
Food Hamper Mgmt ✓ ✓ ✓
Scheduling & Appointments ✓ ✓ ✓
Basic Analytics & Reporting ✓ ✓ ✓
Advanced AI Analytics & Reporting ✓ ✓
Omni-Channel Communication ✓
Client Data Sharing ✓

*This does not include one-time implementation costs or the saving for adding more users.
Contact us for bulk pricing.

Here’s how it works

Transform was created with insight from over 100 social service agencies. It’s not just software "for" or "at" the sector—it’s software built by the sector, for the real challenges and goals of social service providers.

Check Out Transform

Please get in touch to learn more about Transform.

contact@flourishingsystems.ca

Join the Movement for Data Justice in Social Services

With early partners like the City of Edmonton and Canadian Mental Health Association (CMHA), Transform is already making a difference in our communities. We’re building a future where social workers can reclaim their time, focus on human connection, and foster data justice through technology that supports, not hinders.

Ready to see how Transform can empower your organization?

Edmonton AB, Mayor, Amarjeet Sohi

“The City of Edmonton is an early investor in Transform because we’re committed to supporting innovative, sector-based solutions for client focused outcomes measurement. [The team] has shown a commitment to evidence-based decision making, human-centred design and Common Outcomes Reporting.”

  • Transform enables me, as an intake worker, to communicate with clients in their preferred language. Additionally, it facilitates easy client outreach through an interactive communication and documentation system.

    Khoulouda - Intake Worker

  • Transform has revolutionized my work by replacing cumbersome spreadsheets and manual tracking with an intuitive platform that centralizes client information and tasks. This shift has not only saved time but also enhanced communication with clients, allowing me to focus more on providing quality support rather than getting bogged down in administrative details.

    Nour - Outreach Worker

  • Transform is a good and safe system to store client information. It’s also a great tool that allows me to remain organized and keep my client notes in one place and up to date.

    Mais - Outreach Worker

  • Transform has improved my work by making it faster to enter food pickup and showing me a precise schedule of how many pickups they have left.

    Naila - Front Desk