AgencyVault OS helps teams organize documentation, compliance, funder reports, staff approvals, outcomes, and professional packets in one secure workspace.
Built for documentation-heavy service programs.
No long-term contract · 30-day paid pilot · Setup in under 30 minutes
Platform
Three core modules work together to move your team from scattered paperwork to a single audit-ready workspace.
CaseNote Vault™ powers structured case notes, weekly reports, incident records, and intake forms — organized by participant and program.
Real-time visibility into missing documents, overdue notes, and compliance scores — so every file is ready before your monitor walks in.
One-click professional packets for audits, funder reviews, and program renewals — with cover page, table of contents, and signature blocks.
How It Works
Configure your organization, programs, required forms, and staff roles in under 30 minutes with guided setup.
Enroll clients with structured intake forms. Track demographics, referral source, assigned staff, and program status.
Staff document sessions using template-guided forms — case notes, weekly reports, incidents — all timestamped and version-tracked.
Compliance dashboard shows exactly what is missing per participant file. No more guessing before a monitoring visit.
Select a participant and generate a professional branded packet: cover page, TOC, notes, goals, approvals, and signature blocks.
Packet Builder
Select a participant, choose your document types, and AgencyVault OS assembles a branded, funder-ready packet — complete with cover page, table of contents, and supervisor signature blocks.
AgencyVault OS™ — Audit Packet
Participant Documentation File
Cover Page
Agency name, program, participant, reporting period, date generated
Table of Contents
Auto-generated index of all included documents
Compliance Checklist
Itemized document checklist with completion status
Participant Summary
Demographics, enrollment dates, program status, assigned staff
Documentation Log
Case notes, weekly reports, session records
Approval Log
Supervisor reviews, timestamps, and sign-off history
Signature Blocks
Staff, supervisor, and program director signature fields
Auto-generated · Version-tracked · Export as PDF
Platform Modules
AgencyVault OS bundles 20 modules into one subscription. No piecing together separate tools or spreadsheets.
Template-guided contact notes, weekly reports, incident records — structured, searchable, and approval-ready for any service program type.
Real-time compliance scores per program and per participant. Know exactly which files are incomplete before your monitor arrives.
One-click branded audit packets with cover page, TOC, case notes, signatures, and funder reports — built in minutes, not hours.
Visualize participant progress, goal completion, attendance trends, and program performance for funders and grant renewals.
Track staff credentials, training completions, and certifications. Know who is certified and who is overdue before an audit.
Auto-generate reporting summaries aligned to funder requirements. Export clean, professional packets for any monitoring visit.
Solutions
If your program documents participants, reports to funders, and needs structured workflows — AgencyVault OS was purpose-built for you.
Youth Services
Reentry Programs
Workforce Development
Mentoring Organizations
Housing Support
Family Services
Community Nonprofits
Grant-Funded Agencies
Residential Programs
Diversion Programs
Pricing
Start with a low-commitment pilot. No automatic billing. Every pilot fee credited to your first subscription month.
30-day trial
Full platform access. Guided setup session. CaseNote Vault™ engine active. No commitment.
60-day trial + support
Extended pilot with onboarding support, staff training session, and data migration assistance.
All plans include CaseNote Vault™ documentation engine · No automatic billing · Cancel anytime
Get Started
Start a self-guided demo on your own time, or request pilot access with full setup support and the CaseNote Vault™ documentation engine active from day one.
No commitment required · 1 business day response · Built for your program type