UNIFIED CASE MANAGEMENT
Arbiter Commonwealth · Engine 02 of 08

One family. One record. Every program visible

A caseworker managing 400 cases across three separate systems spends more time navigating software than helping families. Commonwealth replaces the fragmented screens, duplicate data entry, and endless tab-switching with a single household case record that shows every program, every pending action, every upcoming renewal, and every interaction — on one screen.

CASEWORKER DASHBOARD
J. Okafor · Caseload: 384
Household: Garcia-Mendez, M.
HH-2024-84210
SNAP ✓
MEDICAID ✓
TANF ⏳
WIC ✓
CCAP ↻
LIHEAP ✓
PENDING TASKS · 3 ITEMS
TANF work activity verification — awaiting employer response
Due Apr 8
CCAP renewal — pre-populated form sent to client
Due Apr 15
Annual SNAP recertification — 60 days notice pending
Due Jun 1
40%
Caseworker capacity increase
28→8d
Average processing time
1
Screen per household (was 3-5)
92%
Tasks completed before deadline
The Case Management Problem

Your caseworkers are not slow. Your caseworkers are drowning. They manage 400 cases across three separate systems — SNAP in one application, Medicaid in another, TANF in a third. They spend 60% of their day navigating software and 40% helping families. When a client calls, the caseworker opens three tabs, searches three databases, and pieces together a picture of the family's situation from fragments scattered across disconnected systems. Meanwhile, renewals slip through cracks, deadlines are missed because nobody saw the alert in the right system, and families lose benefits they still qualify for — not because the caseworker doesn't care, but because the tools make caring impossibly hard.

Commonwealth's case management engine inverts the ratio. One screen. One household record. Every program, every task, every deadline, every interaction visible at a glance. Caseworkers spend 80% of their day helping families — because the software handles the rest.

A Caseworker's Day — Transformed

From tab-switching to family-serving. What changes when the system works.

A typical caseworker day before and after Commonwealth — showing how unified case management transforms the work.

8:00 AM
Morning Priority Queue
Commonwealth surfaces the day's highest-priority tasks automatically — overdue verifications, approaching deadlines, and cases flagged for churn risk. The caseworker doesn't decide what to work on first. The system does, based on urgency, deadline, and family vulnerability.
AI-prioritized task queue replaces manual case-by-case review
9:15 AM
Client Call — Complete Household View
A mother calls about her SNAP benefits. The caseworker sees her entire household on one screen: SNAP active, Medicaid active, TANF pending work verification, WIC active, childcare renewal due in 12 days. The caseworker resolves the SNAP question and proactively reminds her about the childcare renewal — preventing a lapse she didn't know was coming.
Cross-program visibility prevents benefit lapses during every interaction
11:00 AM
Batch Verification Processing
The system has automatically verified income for 28 cases through the IRS data hub overnight. These cases have moved forward without caseworker intervention. The caseworker reviews only the 6 cases where automated verification found discrepancies — focusing human judgment where it matters.
82% of verifications completed automatically — caseworker reviews exceptions only
2:00 PM
Renewal Outreach — Churn Prevention
Commonwealth flags 14 households whose certifications expire within 30 days and who haven't responded to automated reminders. The caseworker makes targeted calls — warm, personal outreach to families the system identified as high-risk for procedural closure. Two families had changed phone numbers. Three needed help uploading documents. All 14 were still eligible.
Targeted outreach to churn-risk families prevents procedural benefit loss
4:30 PM
End-of-Day Dashboard
The supervisor dashboard shows team performance: 94% of tasks completed before deadline, 12 new applications processed, 28 renewals completed, and zero cases past the federal processing timeline. The caseworker closes the day knowing the system tracked everything — no sticky notes, no personal spreadsheets, no cases forgotten in a drawer.
100% task visibility — nothing falls through the cracks
Capabilities

Eight capabilities that give caseworkers their time back.

From unified case records to mobile tools — every capability designed to maximize the time caseworkers spend helping families.

Capability 01
Unified Household Case Record
Single case record per household spanning all programs — showing every enrollment, every benefit amount, every pending action, every document, and every interaction in one view.
One screen replaces 3-5 separate systems per household

The unified household case record is the foundation of effective case management. In legacy systems, a caseworker must open separate applications for each program — searching for the same family in each system, comparing data that may not match, and mentally assembling a picture of the household's complete situation. Commonwealth maintains a single case record per household that contains every program enrollment, every benefit amount and payment history, every document on file, every eligibility determination, every interaction (calls, office visits, correspondence), every pending task and deadline, and every case note across all programs. When a caseworker opens a case, they see the family — not a program.

Performance
1
Screen to view complete household status across all programs
73%
Reduction in time spent searching for case information
Capability 02
Intelligent Task Assignment & Prioritization
AI-driven task queue that prioritizes work by urgency, deadline proximity, family vulnerability, and caseworker specialization — replacing manual "what should I work on next?" decisions.
92% of tasks completed before deadline through intelligent prioritization

Most caseworkers start their day by reviewing a list of cases sorted by last name and deciding what to work on first. This approach guarantees that urgent tasks get the same attention as routine ones — until a deadline passes and the task becomes a crisis. Commonwealth's intelligent task engine assigns and prioritizes every task based on four factors: urgency (federal timeline requirements, approaching deadlines), family vulnerability (households with children under 5, disabled members, or domestic violence flags), task complexity (routing complex determinations to experienced workers), and workload balance (distributing tasks evenly across the team). The caseworker's morning queue is ready when they log in — sorted, prioritized, and explained.

Performance
92%
Tasks completed before federal deadline through intelligent queue
Zero
Federal timeliness violations at deployed agencies
Capability 03
Interview Scheduling & Management
Automated interview scheduling with client self-service booking, telephonic and video options, reminder sequences, and no-show management with automatic rescheduling.
Interview no-show rate reduced from 34% to 8% through automated reminders

SNAP and TANF require eligibility interviews — and interview scheduling is one of the most labor-intensive administrative tasks in benefits agencies. Legacy processes involve sending a letter with an assigned date and time, waiting for the client to appear, and processing a no-show when they don't — then repeating the cycle. Commonwealth automates the entire process: clients receive a link to self-schedule their interview at a time that works for them, choosing between in-person, telephone, or video. Automated reminders are sent via text, email, and push notification at 48 hours, 24 hours, and 2 hours before the appointment. If a client doesn't respond or misses the interview, the system automatically reschedules and flags the case for outreach — preventing procedural denials that result from scheduling failures, not ineligibility.

Performance
34→8%
Interview no-show rate reduction through self-scheduling and reminders
3
Interview modalities (in-person, telephone, video)
Capability 04
Renewal & Recertification Tracking
Proactive renewal management across all programs — with automated timelines, pre-populated forms, multi-channel reminders, and churn-risk prediction that prevents procedural benefit loss.
Renewal completion rate: 94% (vs. 68% for legacy mail-only systems)

Renewal management is where legacy systems fail families most visibly. Each program has its own certification period, its own renewal form, and its own reminder schedule — managed separately by different workers. A family enrolled in four programs might have four different renewal dates, four different forms, and four different caseworkers sending (or not sending) reminders. Commonwealth manages all renewal timelines in a single view, coordinating across programs so that overlapping renewals are consolidated into one interaction. The system sends automated reminders starting 90 days before expiration, pre-populates renewal forms with verified data from federal hubs, and enables one-click confirmation when circumstances haven't changed. AI models predict which families are at highest risk of procedural churn — enabling targeted outreach before deadlines pass.

Performance
94%
Renewal completion rate (vs. 68% for legacy mail-only processes)
90 day
Advance notice with automated multi-channel reminder sequences
Capability 05
Workload Balancing & Capacity Planning
Real-time caseload distribution across teams — ensuring equitable assignment, preventing burnout, and providing supervisors with capacity forecasting for staffing decisions.
Caseload variance across workers reduced from 40% to under 8%

In most agencies, caseload assignment is based on alphabetical splits, geographic zones, or simple rotation — none of which account for case complexity, worker specialization, or current workload. The result is massive variance: one worker has 320 straightforward renewal cases while another has 280 cases including complex immigration-related determinations, domestic violence cases, and multi-program households. Commonwealth's workload balancing engine accounts for case complexity (weighted scoring based on programs, verification requirements, language needs), worker capacity (current task count, average processing time, leave schedules), and specialization (language skills, program expertise, complex case experience) to distribute work equitably. Supervisors see real-time capacity dashboards with forecasting for upcoming volume surges.

Performance
<8%
Caseload variance across caseworkers (down from 40%)
Real-time
Capacity forecasting for supervisors with staffing recommendations
Capability 06
Interaction History & Communication Log
Complete chronological record of every client interaction — calls, office visits, texts, emails, and document submissions — searchable and accessible across all programs.
Eliminates "I called last week and was told..." disputes with complete interaction log

When a client calls and says "I spoke to someone last week who told me my case was approved," the caseworker needs to verify that interaction. In legacy systems, call notes live in different places for each program — if they were recorded at all. Commonwealth maintains a complete, chronological interaction history for every household: phone calls (with summary notes and duration), office visits (check-in time, worker assigned, outcome), text messages and emails (automated and manual), document submissions (what was received, when, by what method), and system-generated notifications (reminders sent, letters generated). Every interaction is timestamped, attributed to a specific worker, and searchable. When a client calls back, the caseworker sees the complete history immediately — no searching, no guessing, no "let me check with the person who handled that."

Performance
100%
Interaction capture — calls, visits, texts, emails, and documents
Instant
Full interaction history available when client contacts the agency
Capability 07
Supervisor Oversight & Quality Review
Real-time team dashboards showing processing times, timeliness rates, error rates, and individual worker metrics — with case sampling for quality review and coaching.
Timeliness compliance improved from 78% to 97% through real-time supervisor visibility

Supervisors in legacy environments manage their teams through monthly reports that arrive weeks after the period they describe. By the time a supervisor discovers that a caseworker's error rate has spiked or that timeliness has dropped, the damage is done — cases are past deadline, families have lost benefits, and federal sanctions may apply. Commonwealth provides real-time supervisor dashboards: team timeliness rates, individual worker processing times, error patterns by worker and by rule type, caseload distribution, and approaching deadline alerts. The system supports structured quality review through automated case sampling — pulling a configurable percentage of completed determinations for supervisor review, flagging common error patterns, and generating coaching reports that identify specific training needs.

Performance
97%
Federal timeliness compliance through real-time monitoring (up from 78%)
Auto
Case sampling for quality review with pattern-based coaching reports
Capability 08
Mobile Caseworker Tools
Field-ready mobile interface for home visits and community outreach — with offline case access, document capture, electronic signatures, and real-time case updates from any location.
Home visit documentation completed in the field — eliminating after-hours data entry

Caseworkers who conduct home visits and community outreach currently carry paper forms, take handwritten notes, and enter data into the system after returning to the office — creating hours of duplicate work and introducing transcription errors. Commonwealth's mobile tools put the full case management system in the caseworker's hands: case access (with offline support for areas with limited connectivity), document capture via phone camera with AI classification, electronic signature capture for consent forms and verifications, GPS-verified visit logging, and real-time case updates that sync the moment connectivity is restored. Home visit reports, safety assessments, and housing inspections are completed in the field — eliminating the after-hours data entry that contributes to caseworker burnout.

Performance
Zero
After-hours data entry required for field visits
Offline
Full case access with automatic sync when connectivity restores
Deployment Results

Caseworkers serve. Systems track. Families thrive.

State HHS — 1,200 Caseworkers, 480K Caseload

Processing time dropped from 28 days to 8. Caseworker capacity increased 40% without new hires.

The Outcome

A state HHS agency with 1,200 eligibility caseworkers managing 480,000 active cases deployed Commonwealth's unified case management. The average processing time dropped from 28 days to 8 days. Federal timeliness compliance improved from 78% to 97%. Caseworker capacity increased 40% through task automation and intelligent prioritization — absorbing a 15% caseload increase during economic downturn without hiring additional staff. The unified household view eliminated the 73% of caseworker time previously spent searching for information across multiple systems. Worker satisfaction scores increased 34% in the annual employee survey.

28→8d
Processing time
40%
Capacity increase
97%
Timeliness compliance
34%
Worker satisfaction ↑
Urban County — High Volume, Multilingual Population

Interview no-show rate dropped from 34% to 8%. Renewal completion reached 94%.

The Outcome

An urban county serving a diverse, multilingual population was losing 34% of scheduled interviews to no-shows — each requiring rescheduling, additional mailings, and caseworker follow-up. Commonwealth's self-service scheduling with automated multi-channel reminders in 12 languages reduced no-shows to 8%. Telephonic and video interview options eliminated transportation barriers for families without reliable transit access. Renewal completion rates reached 94% through proactive text-based reminders and pre-populated one-click renewals. The agency reduced procedural closures by 71% — ensuring that families who were still eligible kept their benefits.

34→8%
No-show rate
94%
Renewal completion
71%
Fewer procedural closures
12
Languages supported
Rural Multi-County — Mobile Workforce, Home Visits

Mobile tools eliminated 6 hours/week of after-hours data entry per caseworker.

The Outcome

A consortium of rural counties where caseworkers conduct regular home visits was losing an average of 6 hours per week per worker to after-hours data entry — transcribing paper notes, uploading photographs, and entering visit reports into the legacy system. Commonwealth's mobile tools enabled real-time case documentation in the field: case access with offline support for areas without cell coverage, document capture and AI classification from the phone camera, electronic signature collection, and visit reports completed during the visit itself. The 6 hours per week of data entry was eliminated entirely. Worker burnout decreased measurably — voluntary turnover dropped from 28% to 14% annually. The time savings were redirected to additional home visits, increasing family contact frequency by 35%.

6hr/wk
Data entry eliminated
28→14%
Worker turnover
35%
More family contact
Offline
Full rural coverage
Voices from the Field

I have been a caseworker for nineteen years. For nineteen years, I started every morning by opening three systems, logging into each one separately, and trying to remember which family I was supposed to call first. I kept a personal spreadsheet of my deadlines because none of the systems talked to each other. Commonwealth replaced all of that on day one. When I log in now, my priority queue is ready. When a client calls, I see their entire family on one screen. I closed more cases in my first month on Commonwealth than I typically close in a quarter — and I went home on time every day. I did not know that was possible in this job.

Senior Eligibility Caseworker
19 Years Public Service
State HHS Agency · 384 Cases

Our interview no-show rate was 34 percent. One in three scheduled interviews didn't happen — because we mailed a letter with a date and time, hoped the client received it, hoped they could take off work, hoped they had transportation, and hoped they remembered. When they didn't show, we mailed another letter. Sometimes three letters for one interview. Commonwealth lets clients schedule their own interview — on their phone, at a time that works for them, via telephone or video if they can't come in person. We send text reminders at 48 hours, 24 hours, and 2 hours. Our no-show rate is 8 percent. Eight. We are spending 74% less time on interview scheduling and 100% more time on actual interviews.

Eligibility Operations Manager
Urban County DSS
Multilingual Population · 12 Languages

I drive 200 miles some weeks visiting families in their homes. Before Commonwealth, I brought a clipboard, paper forms, and a camera. I took notes by hand. I photographed documents through the car window to avoid losing them. And then I drove back to the office and spent two hours entering everything into the computer. By the time I finished, it was 7 PM and I had missed my daughter's soccer game again. The mobile tools changed my life. I complete the visit report in the family's kitchen. I photograph documents and the system reads them. I get electronic signatures on my phone. When I drive away, the case is updated. I am home by 5:30. My daughter's season is not over yet, and I have not missed a game since we deployed.

Family Services Caseworker
Rural Multi-County Consortium
Home Visits · Mobile Workforce
40%
Caseworker capacity ↑
8 day
Average processing time
94%
Renewal completion
97%
Federal timeliness
Serve Families. Not Systems.

Case management, built for the people who care

Request a demonstration of Commonwealth Case Management — configured for your caseload, your programs, and your workflow.

Or contact our government services team at commonwealth@brindwell.com