No two nonprofits are the same.
Mareto gives social services the power to customize workflows, collaborate seamlessly, track outcomes, and safeguard client data in a single Canadian case management software.
Client & Case Management
Mareto prioritizes the entire client journey, from first contact through every service, every transition, and every milestone, so your team always has the full picture, and your clients never have to start over.
Client Intake and Profiles
Register new clients quickly with demographics, history, and contact information. No friction, no unnecessary clicks. Whether it's a busy overnight shift or a drop-in centre at capacity, intake is fast and flexible, not a bottleneck.
Individualized Service Plans
Develop custom service plans for each client based on their unique goals and challenges. Establish clear interventions, trackable milestones, and targeted outcomes to guide progress, whether that's a housing stabilization plan, a settlement plan, a recovery plan, or a family service plan.
Caseload Management
Supervisors get visibility into how many active cases each worker carries, which follow-ups are overdue, and which clients need attention. Balance workloads before your team burns out.
Data Quality Controls
Catch problems before they become headaches. Duplicate client detection, mandatory field validation, and prompts for incomplete records are all built into the data entry experience, so clean data is the default, not a quarterly cleanup project.
Case Notes
Chronological, searchable, and shareable. Write notes the way you'd naturally describe what happened. Notes are linked to client profiles, so team members can pick up where the last worker left off.
Longitudinal Client Tracking
With Mareto, providers can develop custom service plans for each client based on their unique goals and challenges establishing clear interventions, trackable milestones, and targeted outcomes to guide progress across various areas of support.
Document Uploads and Attachments
Securely upload and attach files, images, assessments, consent forms, court orders, immigration documents, and anything else that belongs in a client record. Everything searchable. Everything in one place.
Multi-Program Coordination & Collaboration
One platform for all your programs: housing, employment, outreach, drop-in, prevention, cultural programs, whatever your organization runs. Each program gets its own intake forms, service tracking, and reporting, but every client has a single unified record across all of them.
Service Delivery
Mareto makes sure all of the work counts.
Every service, every interaction, every follow-up, is tracked, tied to the right program, and visible to the people who need to see it.
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Log every service delivered and every good distributed: food bank transactions, rent subsidies, bus tickets, safety kits, supplies. All connected to the right client, the right program, and the right funding stream.
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Track outreach contacts, follow-ups, and pre-post progress against client goals. Whether your team is doing street outreach, home visits, or community check-ins, every interaction is documented and connected to the bigger picture.
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Track group-based services (education sessions, support groups, drop-ins, day programs, cultural gatherings) with enrollment, attendance, and outcome measurement built in. Not everything is one-on-one, and Mareto doesn’t pretend it is.
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Calendar-based scheduling with automated reminders, waitlist management, and no-show tracking. Allow clients to book appointments directly through a public-facing scheduler, so your team isn't fielding every request by phone or email. Clients get reminded. Workers stay organized. Appointments don't get missed.
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Assign tasks, set deadlines, and track follow-through across teams. Every worker knows exactly what they need to do today, and every supervisor can see what's been done and what hasn't. All client needs and program action items get met.
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Keep track of what you have on hand (supplies, kits, goods for distribution) so your team knows what's available without checking a spreadsheet or a storage room.
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Log internal and external referrals and track what happens after. Did the client connect? How long did it take? Which partners follow through? Referral tracking turns "I sent a referral" into "I know what happened next."
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Manage your referral partnerships at the system level. Track which community partners accept which referrals, their turnaround times, and actual connection rates. Know which partnerships are working and where the gaps are.
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Standardized incident reporting forms and configurable risk flags that alert the right people when indicators change. Don't wait for a supervisor to notice. Mareto notifies you.
Reporting & Outcomes
Mareto turns the data your team enters every day into the evidence your organization needs to keep its funding, improve its services, and make the case for more.
Outcomes-Based Reporting
Track the outcomes your funders care about: housing stability, employment placement, educational progress, school attendance, parenting capacity, language acquisition, recovery milestones, and service utilization.
Generate the reports to prove it. Understand your impact on individual clients and the broader community. Connect what your team does every day to the reason your organization exists.
Real-time Reporting and Dashboards
Pull quick funder reports, program enrollment stats, and demographic breakdowns without a data analyst, or go deeper with custom report builders, custom dates, and real-time dashboards.
Monitor key performance indicators as they change, not after the quarter ends. Whether you're reporting to funders, your board, or internal stakeholders, the reporting scales to whoever's asking the question.
Multi-Funder Reporting and Easily Export Data
Most organizations receive funding from a mix of federal, provincial, municipal, and private sources, each with different reporting requirements, timelines, and formats.
With Mareto, you can execute clean data exports, based on different reporting requirements, into standard formats. If your organization operates under provincial mandates, the reporting can be built in.
Trend Analysis
Spot patterns across clients, programs, and services. Which populations are overrepresented? Which interventions show the best outcomes? Where are the service gaps?
Turn your data into the evidence your organization needs to improve and advocate.
Privacy, Security & Data Governance
Mareto is built from the ground up to protect client data, with Canadian hosting, end-to-end encryption, granular access controls, and compliance with the privacy laws that govern your work.
Canadian Data Sovereignty
Your data stays in Canada. Full stop. Mareto is built on secure Canadian infrastructure, and your organization owns its data. You can export everything, anytime. Our security features support compliance with Canadian data sovereignty laws and privacy standards (PIPEDA, PHIPA, and provincial legislation), meeting both regulatory and ethical obligations in managing confidential client data.
Role-Based Access Controls
Set different permission levels for front-desk staff, outreach workers, case managers, supervisors, directors, and administrators. Add privacy protections for sensitive programs (domestic violence services, women-only shelters, private clusters) so access follows the rules your organization sets while still supporting safe, collaborative service delivery across teams.
OCAP® Compliant
Built to support the First Nations principles of Ownership, Control, Access, and Possession from the ground up. Communities can control what's collected, who can see it, and where it's stored. This isn't a settings toggle. It's how Mareto was designed.
End-to-End Encryption
Client information is protected at every stage, in transit and at rest. End-to-end encryption ensures that data is unreadable to anyone who isn't authorized to see it, no matter what type of social service is being delivered.
Consent Management
Digital consent workflows that track who consented to what, with whom, and when. Replace the paper binders and filing cabinets with a system that makes consent documentation auditable, searchable, and always attached to the client record.
Audit Trails
Every data access, edit, and export is logged with user ID, timestamp, and context. Understand who logged into the software, when, and what changes they made.
De-Identification and Anonymization
When funders or government partners need anonymized data exports, Mareto handles the de-identification automatically. No manual scrubbing, no risk of accidentally including identifying information.
Cloud-Based Access
Log in from any device with a browser. No software to install, no servers to maintain. Critical for outreach workers in the field, remote staff, and organizations without dedicated IT infrastructure.
Platform & Accessibility
Mareto is cloud-based, runs on any device, and adapts to how your organization actually operates. Your programs, your workflows, your languages, your rules.
Single Sign-On
One login. No juggling passwords across platforms. Mareto supports single sign-on, so your team can get in fast and stay focused on the work that matters.
Intuitive by Design
New staff should be entering data in seconds, not hours. Mareto is built for high-turnover environments and teams with limited technical capacity. If your staff can use a web browser, they can use Mareto.
Custom Workflows
Customize workflows, intakes, assessments, and care plans to reflect the unique structures and priorities of your programs. Every organization works differently. Mareto adapts to your service delivery model instead of forcing you into someone else's.
Configurable Workspaces
Build tailored boards, folders, and views that mirror your internal roles and program structures. Each team member works within a space that suits their needs, and critical data stays organized and accessible without everyone staring at the same screen.
API and Software Integrations
Connect Mareto to the other systems your organization uses. Through API access, Mareto has the ability to integrate with other systems so they can talk to each other.
Bilingual and Multilingual Support
Serve clients in English and French, and beyond. Multilingual form support so your organization can work in the languages your community actually speaks.