Terra FirmaTerra Firma brings your daily notes, hours, referrals, client schedules, and check-ins into a single, role-aware workspace — so case managers spend more time with clients and less time wrestling spreadsheets.
Today
Case Manager
12
Active clients
4
Visits today
3
Notes due
Employees log notes per client and submit hours from one place. Weekly timesheet built in.
Capture every referral with its source. See where your clients come from and what converts.
Clients see their week at a glance and what to do to check in with their case manager.
Each case manager sees their assigned clients, today's appointments, and pending notes.
Org-wide hours, referral funnel, and caseload counts — at a glance.
Strict row-level security: clients see only their data, staff only their caseload.