For Case Managers ·
What you'll accomplish
After this guide, you'll be using Perplexity to find community resources for clients in 5–10 minutes instead of 20–30 minutes of scattered Google searches and outdated directory lookups. Perplexity synthesizes information from multiple current sources and gives you a summarized list with links, so you get a usable answer with less digging.
What you'll need
What you should see: A clean interface that looks like a chat-search hybrid.
The more specific your query, the more useful the result. Include:
Bad query: "housing resources in Chicago" Good query: "emergency housing resources in Chicago for a Spanish-speaking family with 3 children facing eviction this week, no rental history required"
Type your query in the Perplexity search bar and press Enter.
What you should see: A synthesized 3–5 paragraph response with specific program names, links, and key eligibility notes. Source links appear on the right or inline.
Perplexity maintains context within a conversation. Follow up with:
What you should see: Each follow-up refines the answer without losing the previous context.
Copy the relevant resources (name, address, phone, eligibility notes) into your case notes or a client-facing document. Click the source links to verify the information is current before referring.
Important: Perplexity information can be out of date. For critical referrals (emergency housing, emergency food), always call the resource directly to confirm availability before sending the client.
Emergency Housing Search:
What emergency or transitional housing programs are available in [city/county] for [household type: single adult / family / domestic violence survivor / veteran]? List programs currently accepting new clients, with contact information and eligibility requirements.
Benefits Eligibility Research:
What are the current eligibility requirements for [benefit program: SNAP / Medicaid / TANF / housing vouchers] in [state]? Include income limits, documentation requirements, and how to apply. Cite official sources.
Legal Aid Search:
What free or low-cost legal aid resources are available in [city/county] for [issue: eviction / immigration / domestic violence / benefits appeals]? Include contact information and whether walk-ins are accepted.
Specialty Resource Search:
What resources are available in [location] for [specific population: veterans / survivors of domestic violence / people with disabilities / formerly incarcerated individuals] who need [specific service: housing / employment / mental health / substance abuse treatment]?