--- title: Overview of The Client Toolkit description: Learn how to use the Client Toolkit in Coming Home to manage client profiles, services, programs, and outcomes in one central workspace. --- [Skip to content](https://knowledge.cominghome.ai/en/knowledge-base/overview-of-the-client-toolkit#main-content) [![cominghome-logo-horizontal-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-horizontal-dark.png?width=208&height=32&name=cominghome-logo-horizontal-dark.png)](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Coming Home Knowledge Base](https://knowledge.cominghome.ai/en/knowledge-base?hsLang=en) 2. [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en) # Overview of The Client Toolkit ## Learn how the Client Toolkit serves as the central workspace for managing client information, services, progress, and reporting within Coming Home. ### What is the Client Toolkit? The Client Toolkit is the foundation of Coming Home, enabling organizations to securely create, manage, and maintain a client’s central record. It powers all core workflows, including: - Program enrollment - Service tracking (Assistances) - Longitudinal Assessments - Goals, Tasks, and Challenges (Milestones) - Case notes and files - Reporting and compliance Each client has their own Client Toolkit, which acts as the single source of truth for all case management activities. ### Who Can Access the Client Toolkit 1. **Organisation Administrators** 1. Can add, archive, and assign clients 2. Can view and manage all client toolkits within the organization 2. **Team Members, Law Enforcement / Victim Advocates, and Interns** 1. Can view and work within the Client Toolkit **only for clients assigned to them** 2. Cannot add, archive, or assign clients 3. **Clients** 1. **Do not have access** to the Client Toolkit   This access model ensures teams can collaborate effectively on assigned cases while protecting client privacy, data integrity, and compliance requirements. ### What You Can Do in the Client Toolkit The Client Toolkit is organized into key sections that support coordinated care and reporting. #### **1. Information** The foundation of the client record. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-18-26-1457-PM.png?width=670&height=350&name=undefined-Mar-26-2026-11-18-26-1457-PM.png) **Includes:** - Core identity and contact details - Demographics and accessibility needs - HMIS and VOCA-compliant fields (where applicable) - Referral and intake information **Why it matters:** This section supports eligibility, compliance, demographic filtering and reporting across the platform.  #### **2. Enrolled Programs** Tracks all programs a client is part of. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-20-24-3953-PM.png?width=670&height=323&name=undefined-Mar-26-2026-11-20-24-3953-PM.png) **Includes:** - Program name and status - Enrollment dates - Program participation details - Client assessments **Why it matters:** Provides visibility into services received, asses their improvements in their time enrolled in a program, and supports program-level reporting.   #### **3. Assistances** Logs all support provided to the client. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-21-52-5666-PM.png?width=670&height=322&name=undefined-Mar-26-2026-11-21-52-5666-PM.png)**Includes:** - Financial assistance - Material or emergency support - Service-based assistance - Dates, categories, amounts, and notes **Why it matters:** Creates a complete record of services delivered for reporting and compliance.   #### **4. Assignments** Tracks client progress and outcomes over time. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Jun-16-2026-08-50-39-5992-PM.png?width=670&height=372&name=undefined-Jun-16-2026-08-50-39-5992-PM.png) **Includes:** - Challenges (long-term objectives) - Goals (short-term milestones) - Tasks (day-to-day actions) - Outcomes achieved **Why it matters:** Supports strengths-based case management and measurable impact tracking.   #### **5. Notes** A centralized space for documentation. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-23-34-7236-PM.png?width=670&height=347&name=undefined-Mar-26-2026-11-23-34-7236-PM.png) **Includes:** - Session notes - Follow-ups and check-ins - Case updates and observations **Why it matters:** Ensures continuity of care and team collaboration.   #### **6. Files** Secure document storage linked to the client. **![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-24-17-1676-PM.png?width=670&height=324&name=undefined-Mar-26-2026-11-24-17-1676-PM.png)Includes:** - Intake and consent forms - Assessments and reports - Supporting documentation **Why it matters:** Keeps all relevant documents organized and accessible to authorized users.   #### **7. Referrals** Tracks how clients are connected to services across partners. ![](https://knowledge.cominghome.ai/hs-fs/hubfs/undefined-Mar-26-2026-11-25-07-0904-PM.png?width=670&height=342&name=undefined-Mar-26-2026-11-25-07-0904-PM.png) **Includes:** - Referrals into your organization - Referrals to external services or providers **Why it matters:** Supports coordinated care and helps document service pathways, which is especially important for compliance and reporting (e.g. VOCA). ### Tips/Best Practices - **Complete key fields during intake:** Start with accurate information in the Information section to avoid gaps later. - **Keep data updated:** Regularly review and update client profiles, program statuses, and services. - **Log assistances consistently:** Record services as they happen to maintain accurate reporting. - **Use Assignment actively:** Track goals and progress to better understand client outcomes. - **Respect client consent:** Always collect sensitive information (e.g. demographics, victimization) voluntarily and respectfully. - **Leverage standardized fields:** Using HMIS and VOCA-compliant fields improves data quality and prepares your organization for reporting and funding opportunities. #### **Related Articles** - [Understanding HMIS-Compliant Fields](https://knowledge.cominghome.ai/en/knowledge-base/understanding-hmis-compliant-fields?hsLang=en) - [Understanding VOCA-Compliant Fields](https://knowledge.cominghome.ai/en/knowledge-base/understanding-voca-compliant-fields?hsLang=en) - [How To Add a New Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-add-a-new-client?hsLang=en) - [How to Edit Client Information](https://knowledge.cominghome.ai/en/knowledge-base/how-to-edit-client-information?hsLang=en) - [How to Assign Team Members to a Client](https://knowledge.cominghome.ai/en/knowledge-base/how-to-assign-team-members-to-a-client?hsLang=en) - [Understanding User Roles and Permissions](https://knowledge.cominghome.ai/en/knowledge-base/understanding-user-roles-and-permissions-table?hsLang=en) - Logging Assistances and Services - Managing Program Enrollments --- ### Need more help? If you have questions about using the Client Toolkit or managing client data: - Reach out to your **Organization Administrator** for guidance on permissions and workflows - Contact the Coming Home support team for technical assistance - Refer to related guides on **Clients & Profiles**, **Assistances**, and **Programs** for step-by-step instructions   - [Getting started](https://knowledge.cominghome.ai/en/knowledge-base/getting-started?hsLang=en) - [Clients](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#main-content) - [Creating and editing a client record](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#creating-and-editing-a-client-record) - [Assignments](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assignments) - [Assistances at a client level](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#assistances-at-a-client-level) - [Program Enrollment](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#program-enrollment) - [Files & Notes](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#files-notes) - [Referrals](https://knowledge.cominghome.ai/en/knowledge-base/clients?hsLang=en#referrals) - [Programs](https://knowledge.cominghome.ai/en/knowledge-base/programs?hsLang=en) - [Assistances](https://knowledge.cominghome.ai/en/knowledge-base/assistances?hsLang=en) - [Milestones](https://knowledge.cominghome.ai/en/knowledge-base/milestones?hsLang=en) - [Settings & Administration](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#main-content) - [Users & Permissions](https://knowledge.cominghome.ai/en/knowledge-base/settings-administration?hsLang=en#users-permissions) - [Coming Home Mobile App](https://knowledge.cominghome.ai/en/knowledge-base/coming-home-mobile-app?hsLang=en) [![cominghome-logo-stack-dark](https://knowledge.cominghome.ai/hs-fs/hubfs/cominghome-logo-stack-dark.png?width=127&height=48&name=cominghome-logo-stack-dark.png "cominghome-logo-stack-dark")](https://www.cominghome.ai/?hsLang=en) https://www.cominghome.ai/ [mailto:customersupport@cominghome.ai](mailto:customersupport@cominghome.ai) Copyright © 2026, Coming Home