Care. Team. Oversight.
All in one place.

Keep personal details, legal status, health, education and key contacts together, with links to records across the platform.

Record goals, actions and review dates, with version history and sign-off workflows to help staff follow the current plan.

Maintain structured assessments alongside the young person’s plans, with review information and a history of signed versions.

Record discussions, the young person’s views, goals and agreed actions, with follow-up dates for the team.

Track goals and milestones across areas such as education, wellbeing, relationships and independence.

Follow the young person’s story through a timeline that draws entries from incidents, placements, plans and safeguarding records.

Keep relevant health conditions, allergies, education information and support needs within the young person’s record.

Maintain placement history and professional or family contacts, with contact records and links to placing authorities.

Bring care, health, education, progress and the young person’s voice into a review pack for staff to check and export.

Collect feedback through dedicated portals, including anonymous submissions where enabled, and record responses and follow-up.

Capture daily activities, mood, engagement and significant events, with a recording pattern appropriate to the service type.

Use sign-off workflows to review records and see which entries still need attention.

Draft the shift handover from daily logs, incidents, medication information and tasks. The outgoing team checks the account before passing it on.

Assign work with due dates and record completion or deferral. Carry tasks forward when enabled, and update a linked care-plan action when completing a task created from it.

Record administration, PRN medication and refusals alongside the young person’s medication information.

Review occupancy, unsigned records, plans awaiting review and other operational information relevant to the user’s role.

Keep training renewals, record reviews and compliance reminders in view with configurable in-app notifications.

Record logs and incidents, prepare handovers and follow tasks from a phone. Staff see the tools appropriate to their role and service type.

Record what happened, severity, people involved, injuries and relevant physical-intervention information.

Assign investigation work and record findings, lessons and management review as an incident progresses.

Track a concern from its first report through investigation, escalation, meetings and resolution, with access controls for sensitive information.

Record missing episodes and the response, including relevant police contact and return information. Protocols depend on service type.

Prepare and track notification information for the appropriate bodies. Staff decide what must be reported and verify submission.

Give authorised safeguarding leads an overview of open concerns, missing episodes and work requiring attention.

Explore trends and AI-assisted pattern analysis alongside the underlying records to inform professional review.

Manage independent-visit information and prepare relevant records for the monthly visit process.

Bring quality-review information and actions together for the children’s home’s review of care.

Prepare service-wide reviews using information across supported accommodation settings.

Schedule and track checks such as fire, gas and electrical safety, with due dates and overdue visibility.

Log maintenance needs, set priorities and assign the work so repairs can be followed up alongside the running of the home.

Manage policy versions, assignments and staff acknowledgements. Policy quizzes can help review understanding.

Organise documents and use configurable templates for supported record types, including plans and assessments.

Prepare named review outputs, including Reg 45 quality-of-care packs for children’s homes, and export supported reports for professional review.

Identify information and actions to review during inspection preparation. Indicators are internal aids, not Ofsted ratings.

Review and sign records through the platform’s approval workflows. Keep sign-off and the record together in supported workflows.

Maintain employment details, qualifications, documents and assignments to homes or settings.

Review required and completed training across staff, including gaps, certificates and renewal dates.

Maintain DBS information and relevant review dates alongside staff records and recruitment checks.

Record supervision sessions, discussions, agreed actions and follow-up dates.

Manage probation, appraisal and development reviews, including objectives and staff/manager sign-off.

Use application forms and interview templates, track candidates through recruitment, and keep references, qualifications and pre-employment checks together.

Build induction programmes from templates, assign a mentor and use reflective prompts alongside tasks, evidence and required sign-offs.

Draft a programme for a role and home type using selected reference templates. Review suggested phases, tasks and reflective prompts before saving the programme.

Generate quiz questions and answer explanations from your policy content. Use the questions and explanations to discuss understanding with the team alongside policy acknowledgements.

Record grievance, disciplinary and capability cases with their steps, review dates and outcomes, under the relevant staff permissions.

Arrange and record exit interviews so feedback from departing staff remains part of the workforce record.

Plan shifts, reuse patterns and review coverage requirements before publishing the rota.

Review staff availability, absence and shift-swap requests alongside scheduling, with conflict information for planners.

Record clock-in and clock-out information and review attendance alongside planned shifts.

Keep the referral and its supporting documents in one place from the first enquiry, ready for the team to assess.

Track referrals through assessment, offers and placement stages, or record a decision not to proceed.

Extract information from referral documents with AI assistance, then check the details against the originals.

Compare a referral with information about your homes to explore potential matches and inform the team’s placement assessment.

Prepare an AI-assisted assessment from referral information, with risks and considerations for staff to review before acceptance.

Review the home and capacity, then carry confirmed admission details into the young-person and placement records. Placement fees can also be created when the required information is present.

Configure fee arrangements, including weekly, daily or hourly rates, for the relevant placements and funding arrangements.

Link base fees, enhancements and additional support charges to individual placements, retaining their fee history.

Submit additional charges for review and approval before they are included in invoicing.

Record retainer and void arrangements and review their effect on charges, including supported pro-rata calculations.

Generate invoices from placement fees and approved items, with invoice documents and delivery workflows.

Maintain billing contacts, references, purchase-order information and payment terms for placing authorities.

Review invoice and payment information alongside billing reports to support finance follow-up.

Connect supported accounting workflows with Xero. Confirm setup, permissions and the records to be synchronised.

Give staff, managers and directors a view of the records, priorities and outstanding work relevant to their role.

See staffing, occupancy, incidents and review work across the homes you oversee. Move from the group picture into the detail that needs attention.

Filter reports and export supported outputs to PDF or CSV for management meetings, reviews and professional sharing.

Select the information and visualisations for your report, with AI-assisted preparation available in configured workflows.

Set up recurring reports for authorised colleagues. Choose the information and schedule for the reports your team needs regularly.

Give social workers, independent reviewing officers and advocates controlled access to the young people’s records they are authorised to see.

Configure roles, scope and clearance levels, with multi-factor authentication to support account security.

Review audit information and version history in supported workflows to understand changes and accountability.

Bring existing records across through a migration workspace: upload files, check field mappings and resolve validation issues before import.

Configure supported integrations and event-based webhooks. Agree integration scope and delivery arrangements before implementation.

Ask which support plans are overdue, which daily logs await sign-off or which training is expiring. The assistant works with information available within your access.

Draft daily records, care plans and keywork notes from your instructions and relevant recent information. Review and apply suggestions in the recording workflow.

Review an existing plan or assessment against recent evidence. See proposed changes and their reasons, then choose what to apply before saving and sign-off.

Use built-in guidance in supported templates to consider what a section needs to cover. Additional considerations can highlight recommended areas absent from a configured template. This guidance works alongside AI drafting.

Highlight patterns in recorded care information for your team to investigate. Explore the source records behind a signal to understand what needs attention.

Get a summary of a young person’s recorded situation and progress, so colleagues can get their bearings before exploring the underlying records.

Draft handovers from daily logs, incidents, medication information and shift tasks available to the user. Prepare supported report summaries from recorded information too.

Extract referral information, explore potential home matches and draft risk assessments to support the team’s professional assessment.

Review suggested notification considerations against the actual event and applicable requirements. Responsible staff decide and verify the next step.

Explore questions using supported regulatory source material. Check the cited material, applicability and current requirements.

Generate questions and answer explanations from a policy’s content. Review the questions and explanations, then use them to discuss how the policy applies in everyday work.

Prepare a suggested induction programme for a role and home type, drawing on selected reference templates. Review phases, tasks and reflective prompts before using and saving the programme.

Review usage and available credits through the platform. See the published pricing catalogue for included AI credits.