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Case Management System


  • Automate and simplify the filing of Monthly Conference Reports and provide consistency in reporting among all Conferences in the Archdiocese.

  • Maintain records of all assistance provided to neighbors in need for tracking and simplified audits by the Council.

  • Compile demographic and financial data to use in obtaining funds.

  • Simplify bank account reconciliation.

  • Simplify Food Pantry reporting.

Data Processing

  • Supported Operating Systems (OS): Windows 8 or Higher, Mac OS, iPadOS, Android, Chrome OS

  • It is highly suggested that you bookmark the CMS 4.0 direct link or this page for quick access

What's new?


  • "Electronic Payment" added as a delivery method

  • Date Fields are no longer pre-polulated. The Calendar Pop Up appears "clear".

  • Property Manager information is now added to Vendor Record 

Watch Training



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Case Management

Case Intake Training slides

Caseworker Training slides


Issuing a check

Student and Tutor


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