Lift Right and Bonterra Apricot
As of November 2, 2026.
Bonterra's words below come from its own Apricot page, read on November 2, 2026. Check its page for anything newer.
Case management
Lift Right: One record for each person, with their programs, services, assessments, case notes and referrals.
Bonterra says: "Our case management solution unifies participant and program data into one platform, eliminating silos and giving you a complete view of your operations."
Reporting
Lift Right: Upload an award letter and Lift Right reads the funder, amount, dates, targets, budget and reporting periods. Nothing is saved until a person reviews it. The funder report opens on screen, as a PDF and as a CSV. "N records to check" lists each record the report counts wrongly or leaves out. HUD grants offer the CoC APR and the ESG CAPER.
Bonterra says: "Quantify and communicate your program outcomes through comprehensive metrics and reporting."
AI
Lift Right: AI reads award letters and drafts report sections. A person reviews each one.
Bonterra says: "Bonterra Que is your trusted AI assistant built directly into Apricot."
Plans
Lift Right: Plans and prices are on the pricing page.
Bonterra says: "Choose from three tiers of case management software designed to support nonprofits and public sector agencies of every size and scale."
Also in Lift Right
- Group sessions: record one class for everyone who attended.
- Data & Insights "Your lists": build a list of records.
- "Record history": see who viewed or changed a record.
- Calendar with a calendar link, and open times a person can book on Launch Pad.
- Two-step verification that an administrator can require for staff.
- Consents signed on screen.
- Importer that proposes which column is which, for an administrator to review.
Corrections
Something here wrong or out of date? Write to tyson.shelley@getliftright.com and it is fixed.
Early Access offer through December 31, 2026.