If you currently use CounselorMax, you will be offered the opportunity to transition to NeighborWorks Compass beginning in early 2022, and when you are ready. The NeighborWorks Compass team will work with your organization to provide clean data migration for CounselorMax users that opt to move to NeighborWorks Compass prior to CounselorMax’s sunsetting. Transitioning will include comprehensive support for onboarding, configuration, and utilization. Your organization will have access to online training so they can use the tool right away, and we will provide ongoing training opportunities—both virtually and in-person.
In the meantime, CounselorMax will continue to be available, remaining compliant and supporting your client management needs. Timing for retiring CounselorMax has not yet been determined, but we pledge to give. CounselorMax users significant advanced notice so you can transition to NeighborWorks Compass or explore your alternatives.