Grounded in people.
Guided by purpose.
RootsX brings intake, case notes, outcomes, and funder reporting into one calm workspace—so team members spend their day with people, not paperwork.
The whole case, in one place
Calm software for human-centered work.
RootsX brings participants, programs, and reporting into one workspace—so team members can focus on people, not paperwork.
Participant-centered records
Intake, case notes, documents, and action plans in one quiet file—built for employment and settlement programs.
AI that stays in your hands
Drafting help, risk signals, and suggestions your team reviews and controls—never a black box.
Outcomes you can report on
Track progress toward funder targets and export narratives without rebuilding spreadsheets each month.
Built for your programs
However your programs actually run.
Employment, settlement, and youth pathway programs each run differently. RootsX supports program-specific workflows—action plans, outcome codes, reporting cadences—without forcing everyone into one generic template.
- Multi-program organizations on one platform
- Role-based access for team members and administrators
- Deploy where your governance model requires
Less admin. More impact.
“When the paperwork gets out of the way, the work gets to be about people again.”
Every hour RootsX saves on admin is an hour a team member can spend moving a participant toward a real outcome—a placement, a plan, a next step.
A closer look
Start the day with one clear view.
Today’s appointments, follow-ups due, and at-risk signals—so team members know where to focus before they open a single file. (Sample data shown.)
Caseload at a glance
Active caseload, placements, and follow-ups surfaced the moment you sign in.
An honest at-risk signal
See who needs attention without digging through every file.
Intake → follow-up pipeline
Every stage of the journey, inferred from real progress.
Security & trust
Privacy isn’t a feature. It’s the foundation.
Frontline agencies hold some of the most sensitive information there is. RootsX is built so handling it carefully is the default, not an upgrade.
See RootsX with your programs in mind.
Tell us about your agency and we’ll walk you through a tailored demo—no generic slide deck.
