Client Communication Software for Human Services
SaraWorks pricing & packages
Staffing shortages and growing caseloads are tough enough without the admin back-and-forth.
Sara™ is an affordable, flexible solution that boosts client engagement, automates data collection, and frees caseworkers to focus on high-impact work.
High turnover? Policy changes? Be prepared for any scenario.
Vocational Rehabilitation programs and Workforce Development Boards of all sizes use Sara to reduce their caseworkers’ administrative burden, and improve client outcomes, without adding staff.
SaraWorks packages for Vocational Rehabilitation
Each participant has their unique needs and strengths. Reduce the heavy manual workload of program data collection so your counselors can focus on finding that ideal match.
Starter
- Two-way client communication (text and email)
- Automated case note creation
- Unlimited automated workflows and message templates
- Appointment management and client reminders
- Client document capture and approval
- Case Note report
- Unlimited technical support
Professional
- Everything in Starter, plus:
- Integration with Case Management System (CMS/System of Record)
- Outlook or Google Calendar integration
- Sara Video (HIPAA compliant video conferencing)
- 1 survey
- Performance reports
Executive
- Everything in Professional, plus:
- Unlimited surveys
- Document editor with PDF conversion
- Client self-scheduling
- Unlimited e-signatures (single and multi-party)
SaraWorks packages for Workforce Development
Multiply engagement and positive outcomes at a lower cost and risk. Find the package that best fits your team’s needs.
Connect
- 20 user seats
- Two-way client communication (text and email)
- Message templates to improve efficiency
- Mass communication
- Automated case note creation
- Exportable case note report
- Appointment notices with auto-reminders
- Client document capture
- Automated post-exit WIOA data collection
- Product training for all licenses users
- Unlimited technical support
- Bulk client upload
Integrate
- All features from Connect, plus:
- Two-way integration with Case Management System (Sara inserts case notes for you!)
- Outlook or Google Calendar integration
- Sara Video (integrated with your calendar)
- Optional PDF converter for captured documents
- WIOA performance reports
- Automated surveys (delivered via text & email)
- Customer Success team
Transform
- All features from Connect and Integrate, plus:
- Unlimited electronic signatures (multi-party, legally binding)
- Client self-scheduling
- Automated text & email outreach (configured to follow your agency’s workflow)
- Dedicated Customer Success Manager
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."
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.
How does Sara integrate with our case management system (CMS) or system of record?
Without making any changes to your CMS (or system of record), we’ll individually configure a data exchange — including which client data can and cannot be transferred between agencies.
Note: If you choose our Connect package, you will not integrate but use Sara separately.
Does Sara help us meet WIOA performance indicators?
Yes, Sara client communication software acts as an extension of your team to automate much of the time-intensive pre- and post-exit WIOA data collection. Since sharing an update or uploading a document is as easy as texting, participants are more likely to engage and move forward.
Is Sara HIPAA compliant?
Yes, Sara’s text messaging and video conferencing features are HIPAA compliant.
How long does it take to get up-and-running with Sara?
You can start using Sara and see results in 60 days or less.
Do we need state resources or IT staff to implement Sara?
No, Sara is a lightweight solution, and implementation isn’t nearly as technically complex as a case management system. All we require is a single staff member with technical/systems knowledge, and our dedicated specialists will handle the rest.
How long does it take to get up-and-running with Sara?
You can start using Sara and see results in 60 days or less.
Is Sara meant to replace VR counselors and Workforce caseworkers?
Sara helps reduce your caseworkers’ repetitive outreach and administrative tasks by up to 80%. In other words, it helps cover staff shortages and allows your team to spend more time problem– solving with participants.
