From intake to a signed, filed agreement.
AI-driven workflows that sit alongside your CRM, Xero and Employment Hero. Agreements are drafted, issued, chased, filed and renewed automatically. Scroll to follow one participant through all twelve steps. A person approves before anything reaches a participant.
In this example
- Hosted in Australia
- Human approval built in
- CareIQ or KoalaOne
- Full audit trail
The steps
What each step does.
Twelve steps in three stages. The AI does the work, automation moves it along, and a person decides what reaches a participant.
Structure is execution.
BRING ONE MESSY WORKFLOW →Prepared for an NDIS provider. Tool names are examples of the stack described in the brief; the design works with whichever CRM is chosen.