Smarter Case Management
Built with the sector, for the sector—Family Journey is trusted by frontline teams across Australia to manage families and communities, not just data.
01
Family-Centric Design
Track and support individuals within their family context. Link clients, carers, and casework across households and programs.
- Follow a family's journey across time and services
- Build and view genograms at a glance
- One family record, distinct client pathways
02
End-to-End Case Management
From intake to exit, manage every interaction in one secure platform, with full case notes, assessments, and service plans.
- Track every step along the way
- Balance daily tasks with long-term planning
- Capture progress and measure outcomes
03
Smart Task Lists & Dashboards
Real-time task lists, alerts, and dashboards tailored to each user role—keeping everyone on track and informed.
- Live dashboards with colour-coded alerts for case managers
- Task Lists to support supervision, audits, and compliance
- Clear oversight for managers across homes and services
04
Voice-to-Text Case Notes
Capture accurate, timely case notes on the go using built-in voice recognition.
- Capture case notes on the go with voice-to-text
- Built-in formatting and smart keywords for fast insights
- Plan notes in advance to create the family calendar
05
Customisable Forms & Workflows
Change fields, templates, labels, and processes to match your program's language and requirements—without complex coding.
- Custom forms that replace Word templates
- Role and program-based access and actions
- Built-in workflows visible from the client record
06
Built to Reduce Duplication
Replace shared drives, shadow systems, and paper forms with one central source of truth.
- One record, less admin time
- Replace paper, spreadsheets, and shared folders
- Easily share information across clients and programs
07
360° Client View
See the full picture. View incidents, risks, after-hours notes, funding, and more — all in one connected family record.
- Simple view. Complete picture.
- Tailored views, shared understanding.
- One client, many touchpoints, no duplication.
Trusted by Leading Agencies
Anglicare NSW South, NSW West & ACT
Rumbalara Aboriginal Co-Operative Ltd.
Lighthouse Foundation
Yorganop
NBAC
Centre for Excellence
Made for the Sector. Ready for Action.
Designed for the full spectrum of child, family, and community services across Australia.
Foster Care (OOHC)
- Smarter carer and placement management
- Track every step from enquiry to authorisation, manage compliance automatically, and ensure the right placement decisions—fast
- Carer approvals, household matching, placement management
Residential Care (OOHC)
- Built for every shift, every home
- The Homes module streamlines daily notes, safety checks, and agency staff access—giving residential teams the tools they need to work confidently and stay connected
- House events, medication, team meetings, safety audits
Volunteer
- Manage onboarding, screening, and availability in one place
- Match volunteers with services and opportunities quickly
- Track engagement, feedback, and compliance records
After Hours
- Purpose-built for OoHC after hours teams, with a single view across all clients, carers, and homes
- Capture and link every interaction to the relevant client, home, and region for clear handover and reporting
- Designed for mobile use; includes a dedicated BI dashboard for oversight and reporting
IRIS Family Services
- Keep families at the centre of care with a platform that connects people, plans, and progress—backed by smart tools for assessment, coordination, and reporting
- Compliant with DFFH IRIS requirements
- Built-in forms and workflows aligned to Integrated Family Services
- Configured for child safety planning, needs/risk assessments, and care teams
Family Programs
- Customisable for different jurisdictions and reporting requirements across early intervention, parenting, youth, and Aboriginal family services
- Uses the same Family Journey model with full case management tools
- Customisable to reflect your service's structure, language, and reporting needs
SHS
- Built to align with the national homelessness data collection needs
- Supports case planning, accommodation, and brokerage tracking
- Designed for outreach, transitional housing, and crisis responses
- Built-in outcomes, risk, and goal tracking aligned to homelessness support pathways
DEX
- Capture and report program data in line with DSS Data Exchange (DEX) requirements
- Enter case information once in Family Journey and sync live with the DEX portal
- Record case notes, admin work, and group work alongside reportable sessions
- Use all of Family Journey's case management tools while staying fully DEX compliant
Evidence Based Services
- Purpose-built for structured, evidence-based service models
- Pre-configured templates align with model fidelity, session structure, and reporting requirements
- Track sessions, outcomes, and practitioner activity with export-ready reports for funders and licensors
Education
- Built for education support services working with disengaged or disadvantaged students
- Based on a single client model, with flexibility to capture family context where relevant
- Includes case management tools for tracking support needs, wellbeing goals, and educational participation
NDIS & Disability Support
- Flexible tools for support plans, goals, and funding
- Track individual plans, support categories, and outcomes
- Case notes linked to goals, service delivery, and review cycles
- Designed for providers offering support coordination or direct services
Alliance & Partnership
- Built for multi-agency service models with shared clients and referrals
- Coordinate referrals and track activity across partner organisations
- Supports warm handovers and continuity of care for families with complex needs
- Ideal for entry point services like The Orange Door in Victoria, WA's Regional Family Support Hubs, and Child & Family Hubs in NSW
Admin
- Tools to manage referrals, enquiries, and early engagement across all services
- Supports organisation-wide intake, warm referrals, and web form integration
- Ideal for light-touch case recording, quick notes, or group work where full client setup isn't needed
- Enables fast setup for new programs or services with simple reporting needs
Incident & Risk
- Report once, respond fast, and stay compliant across all service areas
- Capture incidents in real time and trigger automated follow-up workflows
- Keep records audit-ready with built-in tools for review, escalation, and risk tracking
- Fully integrated with DFFH CIMS API for incident reporting in Victoria
Finance
- Track expenses and brokerage against client funding packages with approval workflows
- Supports internal accounts payable or integration with external finance systems
- Link finance records to services, programs, and funding models with flexible mapping
- Aligns cost centres, HR structures, and funding streams around real-world service delivery
Reporting
- Built-in reporting tools designed with service providers and refined over 10 years of frontline use
- Every data point entered in Family Journey can be queried, filtered, and reported
- Export data to Power BI, Tableau, or other analytics platforms using our API
- Includes easy CSV exports for funders, audits, and compliance requirements
- Control access so each user sees only the reports they need
Fully configurable CRM powered by Custom Engines
Our platform is driven by a suite of custom engines that allow our configuration team to tailor every part of your system — from forms and fields to workflows, access controls, and service logic. That means you get a CRM that speaks your language and supports your exact processes, without needing to build or code it yourself.
- Replace Word docs with inbuilt forms
- Automate steps based on service type
- Use familiar language and labels
Take Your CRM Everywhere
Stay connected on the go with our powerful mobile apps for iOS and Android.
- Access data offline
- Updates in real-time
- Instant push notifications
- Voice notes and recordings
- Native mobile experience
Powerful API & Seamless Integrations
Connect Family Journey with your existing tools and build custom solutions with our robust RESTful API. Automate workflows and sync data across your entire tech stack.
- RESTful API with comprehensive documentation
- Real-time webhooks for instant data sync
- OAuth 2.0 authentication and security
- Rate limiting and error handling
- Sandbox environment for testing
// Get family data via API
GET /api/v1/family
// Response
{
"family"
{
"id": "EDDI-TUR-FAMILY129190",
"name": "Jordan Smith Family",
"status": "active"
",members": [
{
"id": "EDDI-PersonalID9337757",
"firstName": "Jordan",
"lastName": "Smith",
"dob": "03/05/1980"
"sex": "male"
},
{
"id": "EDDI-PersonalID9337960",
"firstName": "Avery",
"lastName": "Smith",
"dob": "25/10/2011"
"sex": "female"
}
]
}
}
GET /api/v1/family
// Response
{
"family"
{
"id": "EDDI-TUR-FAMILY129190",
"name": "Jordan Smith Family",
"status": "active"
",members": [
{
"id": "EDDI-PersonalID9337757",
"firstName": "Jordan",
"lastName": "Smith",
"dob": "03/05/1980"
"sex": "male"
},
{
"id": "EDDI-PersonalID9337960",
"firstName": "Avery",
"lastName": "Smith",
"dob": "25/10/2011"
"sex": "female"
}
]
}
}
Simple, clean API responses with comprehensive data
Popular Integrations
DSS - DEX Portal
DFFH - CIMS
AIHW - SHS
DFFH - IRIS
Microsoft - Dynamics
Microsoft - Office 365
Microsoft - Outlook
Custom API
Australia's Trusted CRM for Human Services
- Proudly Australian, Purposefully Designed
- From metropolitan centers to regional communities
Purposeful Tools for People-Focused Work
- Built for the real work of supporting children, families, and communities.
- Support decision making, reduce duplication, and keep your focus on the people you serve.
Data with Purpose
- Not just data entry.
- Capture data once and use it meaningfully: for insights, reporting, and better outcomes.
Built for Real-World Services
Family Journey is more than a CMS; it's a purpose-built platform for agencies delivering care, support, and safeguarding services across Australia. It comes with core modules tailored to frontline needs, funding compliance, and diverse service models.
- One connected record for every client, family, and referral
- Track notes, tasks, goals, risks, placements, and funding
- built around the real needs of case managers in every service type
Adaptable for New Programs
Need to support a new service or funding model? Family Journey can be extended.
- New forms, templates, task lists, and dashboards
- Custom user roles and access structures
- API integrations with external referral, finance, or reporting tools
- Structured onboarding, UAT, data migration, and post-launch hypercare; delivered by experts who understand the sector.
