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In-Form review

Freemium#4 of 31 in Nonprofit Case Management SoftwareSocial Work Case Management

Broad nonprofit casework coverage with a free entry plan and paid growth tiers.

9.1/10Editor score
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In-Form9.1 Visit In-Form

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

In-Form is a cloud-based case management and client relationship system developed by Homeless Link for nonprofit organisations. It is aimed at teams managing client records, assessments, support plans, referrals, outcomes, safeguarding, housing services, and reporting. Its stated use cases include homelessness, housing, family, mental health, addiction, employment, refugee, and veterans’ organisations, making it a broad fit for charities with varied casework rather than a narrow single-service workflow.

Pricing is structured for smaller teams as well as larger deployments. The Community plan is free for the first 3 users, requires Homeless Link membership, and allows a maximum of 10 users. Additional Community licences cost £60 plus VAT per user per year after the first 3 users. Essential costs £165 per user per year and is recommended for organisations with up to 15 system users. Enterprise costs £300 per user per year and provides a bespoke, customisable solution. A 30-day free trial is also available. These tiers make In-Form particularly relevant to charities that want to begin with limited cost and expand into paid functionality as their operational needs grow.

The strongest fit is for organisations that need breadth: client and casework recording, needs assessments, Outcomes Star and custom outcome tools, online referral and survey forms, reports, dashboards, task management, reminders, alerts, PDF generation, and housing, bedspace, tenancy, and maintenance tracking. Integrations include Microsoft 365, Outlook, Conga, SMS Magic, Power BI, Einstein, and FormAssembly. Teams requiring native mobile apps, unrestricted Community access, or a highly focused specialist tool may prefer an alternative. For charities comfortable with browser-based access and Homeless Link membership, In-Form offers a wide casework scope across service areas.

In-Form pros and cons

  • Where it wins
    • Free Community plan for the first 3 users
    • Covers intake, assessments, outcomes, referrals, and safeguarding
    • Housing, reporting, automation, and document tools in one system
  • Where it doesn't
    • Community requires Homeless Link membership
    • Community is capped at 10 users
    • Access is web-only, with no native mobile app listed

In-Form fact sheet, pricing and score →

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