- Aurora interface
- a new look with a command palette, three-pane case view, saved views, inline editing, and light, dark, and high-contrast themes.
- Casey AI assistant
- answers how-to questions from the OCM documentation. Casey never sees case data, scrubs personal information before it leaves the server, and logs every request.
- Workflow engine
- when a case opens, changes status, or gets a new activity, OCM can create ticklers and send email automatically.
- Red flag rules
- admin-defined warnings that show on a case when its data matches a rule.
- Report formulas
- a formula language for computed report columns.
- Document assembly
- docassemble integration plus .docx and RTF templates filled from case data.
- Online intake
- connectors for JotForm, FormAssembly, Formidable Forms, and Gravity Forms, plus a read-only client portal with document upload.
- Integrations
- single sign-on with Microsoft Entra and Google, Salesforce case sync, Twilio SMS with scheduled reminders, Office 365 calendar sync, and inbound email to case.
- Program modules
- HUD housing counseling, VAWA, immigration, education, pro bono, referral, and grant management.
- In development
- Outlook and Word add-ins, Microsoft Teams integration, and a mobile app.