Charity and nonprofit operations software that makes follow-through visible.
CauseWell provides charity and nonprofit operations software to help teams manage recurring responsibilities, approvals, and evidence in one place.
Make completion, evidence, and follow-through visible.
Your charity or nonprofit has important responsibilities. Showing that each one has been completed can be complex. Were performance reviews conducted? Complaints logged? Declarations collected? Inspections completed?
The answers often live across calendars, spreadsheets, and shared folders. CauseWell brings ownership, timing, and supporting evidence together, helping your organization maintain continuity when someone is away or moves on.
CORE FEATURE
Tracking the processes behind the policies.
Having a policy is the first step toward protecting your organization. Following through on it is just as important.
A screening policy needs completed background checks. A staff development policy needs regular reviews. A health and safety policy needs up-to-date training and inspections.
CauseWell helps you track the work behind those commitments—who is responsible, when it is due, and whether it has been completed. Keep supporting files, approvals, and completion records together, so your team and board can see how policies are being put into practice.
1. Assign
Give every recurring obligation an owner, an approver, and a frequency drawn from your own policies, bylaws or funder agreements.
2. Record
Log the work as it happens — an incident, a temperature check, a signed declaration, a completed review, this quarter’s numbers.
3. Attach
Put the evidence with the record: the file, the link, the signature, the approval. Keep the evidence with the record so it is available for future reviews and reporting.
4. Export
Pull a report, publish an approved plan to the board, or assemble a board meeting prep packet from what’s already recorded.
Built for the work that protects your people and mission.
Start with the responsibilities that matter to your organization, and build a shared record your team can rely on.
- Log activity as it happens. Performance reviews, volunteer screening, facility and temperature logs, a complaints log, and more that you can export to CSV in a click.
- Automate e-signatures. Collect signatures on key staff, director, and volunteer forms, then automatically mark the related tasks complete.
- Track important milestones for your people. On Accountability Pro, track onboarding, screening, training, and reviews for individual staff members, volunteers, and directors.
- Continuity when roles change. Maintain a shared record of ownership, deadlines, and documentation so responsibilities are easier to hand over when someone changes roles or leaves.
Is CauseWell right for your organization?
What processes can we track in CauseWell?
CauseWell helps you track responsibilities across board governance, financial accountability, fundraising, staff management, volunteer involvement, and health and safety. Assign owners, track deadlines and completion, and keep supporting evidence together. Add custom items for processes unique to your organization.
Is this just for the board?
No. The benefit of CauseWell is that it supports both the people doing the work and the people responsible for oversight. CauseWell helps your staff and board work together more effectively.
Staff manage policies, processes, documentation, and recurring responsibilities. Board members participate in the approvals and oversight relevant to their roles. Permissions help keep that involvement appropriate, so leaders can lead and boards can govern.
Can we use existing systems?
Yes. Your organization may already use spreadsheets, project management software or dedicated platforms to manage this work. If those tools provide the ownership, evidence, follow-through and oversight you need, they may serve you well.
CauseWell provides a shared structure specifically for charity and nonprofit accountability. Track recurring requirements, assign owners, record approvals and keep supporting files or links with each responsibility. It helps teams and boards see what is complete, what is coming due and where follow-up is needed.
You can use your existing documents and link to records held elsewhere, without recreating every process in CauseWell.
Which plan should we choose?
Essentials provides core tracking, approval routing, and file or link evidence. Governance Plus adds reminders, a deadline calendar, reporting, and AI-assisted policy drafting.
Accountability Pro adds individual staff, volunteer, and director tracking, strategic planning, and a full audit log. Growth includes the Annual Operating Plan and Performance Management add-ons.
Compare plans, or book a demo to discuss what fits your organization.