Product
Closed-loop referrals from intake to evidence.
CasePilot runs referral intake, coordination, and proof of service for Connections Counseling Services. The clinic documents the work once and generates defensible evidence from the same record — and referrers get automatic email status updates along the way.
Referral intake and assignment with clear owner, status, next action, and due date.
Therapist assignment with structured response paths and documented reason codes.
Exception visibility for overdue responses, blocked releases, and unresolved tasks.
Structured service documentation and supervised review workflows.
Consent-aware report release with revocation handling and audit history.
Outcome and closure tracking with an explicit disposition that reconciles to court-ready exports.