--- title: "Traverse Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Traverse Software - reviews, pricing plans, popular comparisons to other Human Services products and more." source_url: "https://www.capterra.com/p/191692/Traverse/" page_type: "product" language: "en" --- # Traverse Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Traverse ## What is Traverse? Clear, accurate, and organized data is critical in understanding clients and creating meaningful change. Traverse is a cloud-based, commercial off-the-shelf (COTS) document management, forms management, and mobility software purpose-built for human services agencies. Powered by Amazon Web Services (AWS), Traverse has you covered on security, disaster recovery, and uptime. ## What is Traverse used for? [Human Services](https://www.capterra.com/human-services-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 Per User, Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Traverse?[Manage this product listing](https://www.g2.com/products/northwoods-consulting-partners-inc-traverse/claim_requests/new?auto=true) ## Traverse Overview Updated August 2026 AI summary Traverse supports organizations of all sizes in managing human services and social work cases, offering tools for case and client management, document handling, and reporting. Its notable features include customizable forms, electronic signatures, mobile access, and compliance options such as HIPAA. The platform provides cloud-based deployment and integrates with other systems to facilitate workflow and data sharing. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Traverse 4.0 (7) VS. [4.6 (46)](https://www.capterra.com/p/143681/Collaborate/reviews/) Starting Price $1000 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (7) Ease Of Use 4.3 (200) Value For Money 4.0 (5) Value For Money 4.4 (192) Customer Service 4.4 (5) Customer Service 4.5 (194) ## Traverse alternatives [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/) Starting price $179.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars Highest Rated [Astalty](https://www.capterra.com/p/274996/Astalty/) [4.8 (200)](https://www.capterra.com/p/274996/Astalty/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/274996/Astalty/) [View all alternatives](https://www.capterra.com/p/191692/Traverse/alternatives/) ## FAQs about Traverse Overview ### What company size and specific industries is Traverse built for? Traverse is designed for state and county human services agencies, making it a fit for public sector organizations that manage social service programs. It is not aimed at general business sizes like small businesses or mid-market companies, but at government agencies operating in human services. Features and Usability ### What are the key features of Traverse? Traverse offers case management, child welfare management, and client management for organizing service records and workflows. It includes customizable forms, document management, electronic signature, and task management, plus activity dashboard and reporting & statistics. Role-based permissions, HIPAA compliant security, API access, third-party integrations, and mobile access support administration and data access. Integrations ### Which third-party tools and platforms does Traverse integrate with? Traverse integrates with 2 third-party tools: Laserfiche and OnBase. These cataloged integrations connect Traverse with document management and content services platforms commonly used for records storage, retrieval, and workflow support. Getting Started and Support ### What training and onboarding options does Traverse offer? Traverse provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars cover group instruction, documentation offers written reference material, and videos support self-paced learning. Getting Started and Support ### What customer support options does Traverse offer? Traverse provides Email/Help Desk, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support is available here, so support quality, response times, and common frustrations cannot be described from this data alone. ## Features AI summary Based on 211 Human Services reviews Capterra reviewers highlight these as the features buyers value most when choosing Human Services software: - **HIPAA Compliant** (**73%** of reviewers rated this feature as critical) - **Case Notes** (**71%**) - **Client Management** (**71%**) Traverse supports **HIPAA Compliant** and **Client Management**, helping organizations protect sensitive client data while keeping records and interactions organized in one system. However, it does not include **Case Notes**. Instead, it offers **Case Management** (**66%**) and **Reporting & Statistics** (**52%**), which give teams a way to track service delivery, monitor outcomes, and review program performance, helping businesses maintain oversight and make informed decisions. HIPAA Compliant 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Client Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Case Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Reporting & Statistics 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Forms 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Forms Management 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Traverse 19 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Customizable Forms: Customize contracts and forms to collect specific information - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Forms Management: Store, manage and track all forms in a centralized location - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Mobile Access: Access software remotely via mobile devices - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 4.0 (7) 4.0 Based on 7 reviews ## Pricing Value for money 4.0 (5) Basic $1,000 Per User,Per Year Value for money 4.0 (5) 4.0 Based on 5 reviews ## Integrations [ Laserfiche](https://www.capterra.com/p/62196/Laserfiche/)[ OnBase](https://www.capterra.com/p/62208/OnBase/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (5) 4.4 Based on 5 reviews ## User reviews Overall rating 4.0 Based on 7 reviews Filter by rating 5(2) 4(4) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent JM Joy M. Supervisor Government Administration ### "Traverse- the good/bad" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 11, 2022 Overall it has been great. People are very helpful when sought out. Pros Easy functionalilty and overall flow of software. Appreciate that it is person focused rather than case focued as pilot was. Downloading completed content, ability to change things is a perk vs pilot. Cons I will the county did more work up front in getting folks ready for deployment. It felt rushed but that was because the folks who were doing the work were already swamped with other work. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 25, 2022 We really appreciate you taking the time to share your thoguhts. Thank you for your continued partnership with Northwoods! MB Marti B. Deputy Commissioner Government Administration ### "Efficient Records Management Allows Staff to Focus on Casework Rather than Paper-Handling" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 5, 2022 When we initially started working with Northwoods, we used the Compass products. We needed to get out from under all of the mounds of paper we were constantly having to dig through for information. Being bound to paper case files is also a collossal waste of time and money - generating it, filling out forms, filing documents, storing documents, making sure you have necessary forms (hopefully the most up-to-date version) at your fingertips, physically transporting case files, then sending them to closed storage for retention for decades! So many people involved at every single exchange. We needed Caseworkers to have access to records and information in the field when questions came up, to be able to show a client a document, be able to enter photos into the records remotely. The concept of having a complete, organized case file by the end of the life of a case is extremely difficult to achieve without a system like this. Traverse made life so much easier by storing our records in the cloud, avoiding having to synch staff laptops and iPads on a regular basis. The search capacity and the ability to see all aspects of a case, and those related to it are phenomenal! Pros I love the fact that data is imported into Traverse from Connections, that our own customized forms are available to use within the software, that there is an established workflow for hand-off, review, sign-off, etc. I love the timelines that are automatically generated including major events during the life of a case, and the fact that content and case notes (if input regularly) are searchable, saving time and helping staff focus in on issues quickly, rather than reading through reams of paper hoping to find what they're looking for. Cons There is a learning curve with this software, as there is with any new product. It is extremely beneficial for caseworkers that invest the time to learn the system and "play with" it capabilities, then share what they learn with others. There are simple things that pop up that are a little frustrating because they seem like little things in practice that would make a world of difference in time-savings. The Northwoods Customer Success staff are VERY responsive to any and all suggestions, researching and providing feedback. We are very appreciative of that - makes our staff feel they have hope to tweak those areas that would be helpful, rather than just accept the way the system is like they have to do with Connections. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 6, 2022 Thank you for sharing your feedback. We are thrilled to hear that Traverse is helping support workers so they can focus on casework! SL Sally L. Social worker supervisor Government Administration ### "I don’t really use traverse " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 October 4, 2022 Pros Nothing. Nothing. Nothing. You forced me to type 40 Characters. Cons Not intuitive. I use it when I’m on call to and each time I use it I still don’t know how to pass off a document and have to wait until business hours to get help form a daily use. If it were intuitive, I would know how to pass off a document after a 2-3 month gap of use because it would just be natural. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 25, 2022 We are sorry to hear Traverse isn't meeting your expectations, Please reach out to your customer success manager so we can learn more about your challenges and what we could do to better meet your needs. TM Tracy M. SWS Government Relations ### "Traverse" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 29, 2022 Like the thought process of how Traverse is supposed to work. Concerned when using the help desk feature, the IT had no clue as to what I was needing help with and couldn't offer any solutions. Pros Web based so can view documents and cases Cons Labeling photos and features that were available in compass Reasons for choosing Traverse Only option offered Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor October 3, 2022 We appreciate your transparent feedback. Although we strive to provide timely answers and solutions to your questions or issues, we're sorry to hear your help desk experience didn't meet your expectations. Please reach out to your customer success manager so we work better together in the future. MR Marie R. Systems Admin. I Government Administration ### "Satisfied with Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 25, 2022 Great Pros Easy setup and install. Easy to administer program. Cons There is nothing I do not like about the software. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 28, 2022 Thank you so much for your feedback. We are so happy to hear that Traverse is not only easy for you to administer, but is helping social workers at your agency. BA Bobby Ann C. Intake Supervisor Individual & Family Services ### "Helps reduce paperwork and streamline the location of documents" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 18, 2022 I am a strong believer in the value of Traverse, my entire unit uses it an it makes being it easier for me to know exactly what we need when situations arise that people are off or if some one fills in for another staff. It has become very fluid within my unit and I love not having to worry about loosing paperwork because its created, signed and saved in traverse. Pros I love that it is something that I can easily use in the field or in the office. As a one stop program it reduces the need for extra steps to get documents uploaded into an easy to share filing system. Cons The app has some glitches that can sometimes be frustrating. And it can be a bit of a process to get forms updated Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 22, 2022 We appreciate you taking the time to share your feedback. Thank you for your continued partnership. VS Vickie S. Director Individual & Family Services ### "Kudo's for Traverse" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 17, 2022 Staff have access to information 24 hours per day & benefits them while out in the field. Pros The ease of use and how happy my staff are with the product. Cons The cost. Would have liked to have onsite training, however COVID limited this availability Reasons for choosing Traverse none Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor February 22, 2022 Thank you for taking the time to share your insights. We greatly appreciate your feedback and partnership. [View all Reviews](https://www.capterra.com/p/191692/Traverse/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.