Example build · Nonprofits & settlement

Client referral routing

Referrals from partner agencies land in one shared pipeline — calm stages, smart reminders, and a single view the whole team works from. Nothing left sitting in an inbox.

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✎ example build — a concept demo of what we can build for you

See it in action

A 90-second walkthrough.

Demo video — coming soon

✎ the 90 seconds that shows the whole flow

Try it yourself

Click around the real prototype.

This is the actual working prototype, embedded live. Move a referral through the stages and see how nothing slips.

Click to load the interactive prototype

Your data

Your data stays yours — and stays in Canada.

We can run this privately, on Canadian infrastructure or your own systems, so sensitive client records never leave for an outside company.

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Want this built for your organization?

Tell us where your team's losing hours. No jargon, no pressure — if we can help, we'll set up a short call.

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