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to find community resources for clients in 5-10 minutes instead of 20-30 minutes of scattered Google searches and outdated directory lookups.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Important: Perplexity information can be out of date.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]?