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Client Communication Software for Human Services

SaraWorks pricing & packages

Staffing shortages, growing caseloads, and fragmented communication create administrative work across human services.
 
SaraWorks gives government agencies and nonprofit employment & training organizations flexible ways to centralize participant communication, automate repetitive workflows, and document activity – with or without CMS integration.
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Find the SaraWorks package built for your organization

Choose the package family that matches how your organization operates. Enterprise government agencies can select from Government packages designed for complex program, security, and integration environments. Nonprofit employment & training organizations and workforce boards can select from flexible packages that scale from standalone engagement to full CMS integration and automation.
See Government Packages
See Nonprofit Packages

SaraWorks packages for Government Agencies

Built for enterprise public-sector programs that need secure participant engagement, configurable workflows, reliable support, and the option to integrate directly with an existing case-management, eligibility, or system-of-record environment.

Starter

Core engagement and automation without CMS integration.

  • check Two-way client communication (text and email)
  • check Automated case notes and reporting
  • check Unlimited automated workflows and message templates
  • check Appointment management and client reminders
  • check Client document capture and approval
  • check Case Note report
  • check Unlimited technical support

Professional

Integrated operations for agencies that want SaraWorks connected to their core system.

  • Everything in Starter, plus:
  • check Integration with CMS / system of record / eligibility platform
  • check Outlook or Google Calendar integration
  • check Sara Video (HIPAA compliant video conferencing)
  • check 1 survey
  • check Performance reports

Executive

Full engagement, document, scheduling, and eSignature automation for enterprise programs.

  • Everything in Professional, plus:
  • check Unlimited surveys
  • check Document editor with PDF conversion
  • check Participant self-scheduling
  • check Unlimited e-signatures (single and multi-party)
  • check Microsoft Teams video appointments
Contact us for pricing

SaraWorks Main Line: (925) 289-8977

Schedule a Meeting: 1-800-419-7435

SaraWorks packages for Nonprofits & Workforce Boards

Flexible packages for employment and training organizations that want to improve participant engagement, reduce administrative work, document outcomes, and scale from a standalone communication hub to a fully integrated workflow.

Connect

Fast-start engagement without CMS integration.

  • check Two-way client communication (text and email)
  • check Message templates to improve efficiency
  • check Mass communication
  • check Automated case note creation
  • check Exportable case note report
  • check Appointment notices with auto-reminders
  • check Client document capture
  • check Automated post-exit outcome data collection (including WIOA where applicable)
  • check Product training for all licensed users
  • check Unlimited technical support
  • check Bulk participant upload

Integrate

Connect engagement directly to the organization’s system of record.

  • All features from Connect, plus:
  • check Two-way integration with CMS / system of record (Sara inserts case notes for you!)
  • check Outlook or Google Calendar integration
  • check Sara Video (integrated with your calendar)
  • check Optional PDF converter for captured documents
  • check Performance and outcome reports (including WIOA where applicable)
  • check Automated surveys (delivered via text & email)
  • check Customer Success team

Transform

Maximum automation for organizations with mature participant workflows.

  • All features from Connect and Integrate, plus:
  • check Unlimited electronic signatures (multi-party, legally binding)
  • check Participant self-scheduling
  • check Automated text & email outreach (configured to follow your organization’s program workflow)
  • check Dedicated Customer Success Manager
Contact us for pricing

SaraWorks Main Line: (925) 289-8977

Schedule a Meeting: 1-800-419-7435

Thousands of hours and millions of dollars saved. Better outcomes achieved.

Using Sara, one agency reduced its staff administration time by 11,000+ hours a month, equaling 65 full-time employees, saving over $4 million annually in staffing costs.

"By using Sara, we get better outcomes for our participants, which is our goal."

Eric Hennesy, Social Services Program Specialist, Nevada Department of Health & Human Services

Frequently Asked Questions

How secure is SaraWorks client communication software?

Sara meets the highest security standards: we’re hosted in the FedRAMP-approved AWS GovCloud, and we’re NIST 800-53 and HIPAA-compliant.  

Sara logs every client exchange and shared document in a compliant fashion, even when your staff is out of the office. 

SaraWorks can operate as a standalone engagement hub or integrate with the system your organization already uses.

Standalone packages centralize communication, documents, reminders, and workflow automation without a system integration. Integrated packages are configured to exchange approved information with the customer’s system of record so engagement activity and documentation can be available where staff already manage the case or participant record.

Read more about how SaraWorks integrates with your CMS, system of record, or eligibility platform.

 

Yes. SaraWorks can automate participant outreach, collect required information and documents, preserve an engagement history, and support configured reporting workflows. Requirements vary by program, so the implementation is tailored to the customer’s funding, compliance, and reporting needs — including WIOA-related workflows where applicable.

Yes, Sara’s text messaging and video conferencing features are HIPAA compliant. 

Read more about SaraWorks Security 

You can start using Sara and see results in 60 days or less. 

Standalone deployments require minimal IT involvement. Integrated deployments require a technical/system contact, while SaraWorks manages its SaaS environment and coordinates the integration work.
No. SaraWorks automates repetitive administrative work such as outreach, reminders, document collection, and case-note documentation. It is not a replacement for professional judgment or client service. It helps reduce repetitive outreach and administrative tasks by up to 80%, covering staff shortages so your team can spend more time problem-solving with participants.
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