Client intake link
A public form feeds new clients straight into the master board, ready for distribution.

REB Workflow
Case & Payroll Workspace
REB Human Services runs intake, case distribution and case-manager payroll from a single board. Each manager sees only their own folder; admins see the whole operation.
A public form feeds new clients straight into the master board, ready for distribution.
Table, list, kanban or grouped views over every case, from new intake to closed.
Log evaluation type, delivery date and amount. Totals per pay period, per manager.
Automatic emails 3 days, 1 day and on the due date, to the manager and admins.