Clarity review
Shared records, service workflows and audit reporting for multi-program human-service agencies.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
For multi-program human-service agencies, Clarity brings participant records, intake, referrals, assessments, service logs and care plans into one case-management system. Its stated use spans programs such as recovery, re-entry, child welfare, domestic violence, human trafficking, veteran services and enhanced care management. Shared records can support coordination across programs, while roles and permission groups provide controls over access. Clarity is aimed at organizations managing participant care across services, rather than teams looking only for a basic contact database.
The workflow coverage is a notable strength: intake and referral submissions can convert to client records, assessments support custom instruments, auto-scoring and routing, and staff can log individual or group services. Care plans include goals and milestones; configurable notifications and triggers add workflow automation. Forms can be embedded or used standalone, with conditional blocks. Reporting, exports and a full audit trail round out the recordkeeping tools. Mobile field reporting is offered through Sentinel, while the listed platform is web-based; agencies should assess whether that arrangement suits staff working outside the office.
The published plan information names a paid Core User license, and there is no free plan. Google Calendar is the listed integration, so agencies with broader ecosystem requirements should check fit before choosing Clarity. Its broad case-management scope is most relevant to programs that need shared participant histories, structured assessments, service documentation and reporting in one system. It may be less suitable for buyers seeking a free option or a product centered on extensive integrations. Organizations should also evaluate how the Sentinel field-reporting component fits their mobile workflows and implementation needs.
Questions about Clarity
What does Clarity run on? Web. It runs in the cloud.
What does Clarity integrate with? 1 integration: Google Calendar.
Who is Clarity built for? Small businesses, mid-market companies and enterprises (our editorial estimate).
Clarity pros and cons
- Where it wins
- Keeps participant records shared across programs
- Connects intake, referrals, assessments and service logging
- Includes care plans, reporting and a full audit trail
- Where it doesn't
- Core User is a paid license, with no free plan
- Google Calendar is the only listed integration
- Mobile field reporting is through Sentinel, not the web platform
Clarity fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update