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AI Tools for Case Managers
AI tools that help nonprofit case managers research community resources, write client plans, document services, and connect clients to housing, benefits, and employment.
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Works in Chat, Cowork and Code
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UMOS Rental Assistance
Emergency rental aid · Mon–Fri 8am–4pm
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Hunger Task Force
Food pantry · walk-ins Wed & Fri
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Milwaukee County Energy Assistance
WHEAP utility aid · call for appt
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Guest House of Milwaukee
Emergency shelter · 24/7 men's beds
Community resource navigation
Quickly find emergency food, shelter, rental assistance, utility help, medical care, and other resources for clients in crisis. Build real-time resource maps for any neighborhood to make referrals faster and more accurate.
Find food pantries, emergency shelters, and mental health clinics within 5 miles of a client's address at 1400 W 47th St, Chicago, IL. Include hours and whether walk-ins are accepted.
Found 21 resources. 6 food pantries: nearest is Greater Chicago Food Depository (0.8 mi, Mon/Wed/Fri 9am-12pm, walk-ins accepted). 4 shelters: Pacific Garden Mission (2.1 mi, 24/7 men's shelter). 3 mental health clinics: Esperanza Health Centers (1.4 mi, sliding scale).
ToolRouter search_places
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Greater Chicago Food Depository
Food pantry · 0.8 mi · Mon/Wed/Fri 9am–12pm
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Pacific Garden Mission
Men's shelter · 2.1 mi · 24/7
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Esperanza Health Centers
Mental health · 1.4 mi · sliding scale
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LISC Chicago Rental Aid
Emergency rental assistance · walk-ins Tue/Thu
Benefits eligibility research
Research eligibility criteria, application processes, and documentation requirements for public benefits programs. Help clients access every benefit they are entitled to — SNAP, Medicaid, SSI, housing vouchers, TANF, and more.
What are the current eligibility requirements and application process for SSI and SSDI for a 35-year-old client with a bipolar disorder diagnosis and no work history in the past 5 years?
SSI eligibility: income below $943/month, limited assets ($2,000 individual). Psychiatric disability qualifies if documented. Recommend concurrent SSI/SSDI application. Process: Social Security field office or ssa.gov. Average determination: 3-6 months. Recommend medical records from all treating providers for the past 2 years.
ToolRouter research
SSI Income Limit
$943/mo individual; assets ≤$2,000
SSI Disability Criteria
Bipolar disorder qualifies if documented — medical records 2+ yrs
SSDI Eligibility
Requires work credits — limited with 5-yr gap; concurrent filing recommended
Application
SSA field office or ssa.gov — concurrent SSI/SSDI preferred
Avg Determination Time
3–6 months; ALJ appeal may add 12–18 months if denied
Employment opportunity search
Find job openings matched to your client's skills, experience level, location, and any barriers to employment such as criminal record accommodation, transportation, or physical requirements.
Find entry-level jobs with no degree required in Denver that pay at least $18/hour and are accessible by public transit. My client has warehouse and retail experience and a past felony conviction.
Found 34 matching listings. Top picks: 6 warehouse roles at Amazon Fulfillment (RTD bus stop 0.2 mi), 4 manufacturing roles at Molson Coors, and 3 grocery chain positions with fair chance hiring policies. 12 of the 34 listings explicitly mention fair chance or ban-the-box hiring.
ToolRouter search_jobs
EmployerRolePay
Amazon FulfillmentWarehouse Associate$18.75/hr
Molson CoorsProduction Operator$19.50/hr
King SoopersStock Clerk$18/hr
UPSPackage Handler$20/hr
34 total matches · 12 with explicit fair-chance hiring
Service plan and case note writing
Draft service plans, case notes, referral letters, and client correspondence quickly and in compliant formats. Reduce documentation time so you can spend more time with clients.
Write a 90-day housing stability service plan for a single mother of two who just moved from emergency shelter to a permanent supportive housing unit. Goals: maintain housing, enroll in GED program, establish pediatric care for children.
Drafted a 90-day service plan with 3 goals, specific action steps and timeframes for each, required documentation, and responsible party assignments. Formatted to match standard case management plan templates.
ToolRouter repurpose_content
GoalAction stepsBy
Maintain permanent housingMonthly check-ins, lease review, landlord communication supportOngoing
Enroll in GED programContact adult ed program, set study schedule, apply for childcare subsidyDay 30
Establish pediatric careMedicaid enroll for children, PCP referral, immunization reviewDay 45
3-goal plan · action steps and responsible parties assigned
Medication and health information
Look up FDA-approved drug information, dosage guidelines, contraindications, and side effects to support client health education conversations and coordinate effectively with medical providers.
A client on my caseload was prescribed Lithium 300mg for bipolar disorder. What are the common side effects, serious warning signs that require immediate medical attention, and dietary interactions I should tell them about?
Common side effects: tremor, thirst, frequent urination, weight gain. Serious warnings: lithium toxicity symptoms (coarse tremor, confusion, slurred speech) — call 911 immediately. Dietary: maintain consistent sodium intake and hydration. Avoid NSAIDs and diuretics. Regular blood level monitoring required.
ToolRouter get_drug_info
Common Side Effects
Tremor, increased thirst, frequent urination, weight gain
Serious Warning
Toxicity signs: coarse tremor, confusion, slurred speech — call 911
Dietary Interaction
Maintain consistent sodium and fluid intake daily
Drug Interactions
Avoid NSAIDs and diuretics — increase lithium levels
Monitoring
Regular blood level tests required — every 3–6 months
Ready-to-use prompts
Find emergency resources
Find emergency rental assistance programs, utility shutoff prevention resources, and diaper banks available to families in Cuyahoga County, Ohio this week. Include contact information and eligibility.
Research public benefits
What are the current income and asset limits for Medicaid in Michigan for a single adult aged 45? What documentation is typically required to apply, and how long does the approval process take?
Search jobs for client
Find full-time jobs in Cleveland paying at least $16/hour that do not require a degree for a client with 3 years of food service experience. Must be accessible by public transit.
Write service plan
Write a 6-month case management service plan for a veteran experiencing homelessness who is enrolling in a permanent supportive housing program. Goals include housing stability, VA benefits enrollment, and sobriety maintenance.
Look up medication info
Look up Metformin for a client with Type 2 diabetes. Provide plain-language explanation of what the medication does, common side effects, and lifestyle considerations the client should know.
Research housing programs
Research the eligibility requirements for HUD-VASH (Veterans Affairs Supportive Housing) vouchers, the application process, and how long the waitlist typically is in major urban areas.
Draft referral letter
Write a referral letter for a client to a residential substance use treatment program. Include a brief history of their substance use, current motivation for treatment, and request for a bed as soon as one is available.
Find childcare resources
Find subsidized childcare programs and Head Start programs near 4200 N Broadway, Denver, CO for a single parent client with two children under age 5. Include income requirements and waitlist information.
Tools to power your best work
Deep ResearchAI research reports with citations
Drug InformationDrug info: recalls & side effects
Job SearchJobs & salary data worldwide
Places SearchFind restaurants, shops & venues worldwide
165+ tools.
One conversation.
Everything case managers need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
New client intake and resource connection
Rapidly assess a new client's needs, research available resources, and create an initial service plan.
Housing search support
Help a client find and apply for housing: research programs, find units, and prepare application materials.
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Deep ResearchResearch housing programs client qualifies for including housing vouchers, PSH, and rapid rehousing
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Places SearchFind affordable housing providers and transitional housing near the client's support network
Benefits enrollment support
Research and help a client apply for all public benefits they qualify for: Medicaid, SNAP, SSI, housing assistance, and more.
Frequently Asked Questions
How can AI help me find resources for clients faster?
Places Search finds food pantries, shelters, clinics, legal aid offices, childcare providers, and other community resources by type and location in seconds. You get addresses, hours, and contact information — dramatically faster than manual directory searches.
Can AI research public benefits eligibility for my clients?
Deep Research can explain the income thresholds, asset limits, documentation requirements, and application processes for Medicaid, SNAP, SSI, SSDI, housing vouchers, TANF, and other programs by state. This helps you identify every benefit a client may qualify for and prepare them for the application process.
Can AI help me write case notes and service plans?
Content Repurposer generates service plans, case notes, referral letters, and client correspondence when you provide key details about the client's situation, goals, and needs. The output follows standard formats used in case management and can be customized to your agency's templates.
Is AI useful for helping clients find jobs?
Job Search finds live job listings filtered by location, pay, experience level, and job type. This is particularly useful for clients with barriers like no degree, transportation limitations, or a criminal record — you can target listings at employers with explicit fair chance hiring policies.
Can I use the drug information tool to support client health education?
Drug Information provides FDA-approved labeling data including indications, dosage guidelines, common side effects, serious warnings, and drug interactions. This is useful for preparing client health education conversations. Always emphasize that clients should confirm medication questions directly with their prescriber or pharmacist.
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Works in Chat, Cowork and Code