Industry
Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
Referral Automation, for providers
Every referral bundle is read, classified and turned into a drafted internal assessment with the key points on top, ready for your team to review and approve. The mailbox stops being the queue.
Referral · consultation response
Due in 9 daysReceived today · 4 documents · 38 pages read
Key referral points
Drafted assessment
Can we meet need? Draft: yes, subject to therapy capacity confirmation. Rationale and evidence pre-filled from sections B and F.
Drafted by the pipeline. Edit before approving.
Bundle checklist
Approval
Reviewer: head of admissions · Second approver: registered manager
A referral is a bundle of documents and a deadline. Someone opens each file, finds the needs and the dates, decides whether the service can respond, and writes it up in the internal format. The volume is rising and the clock does not move.
638,745
education, health and care plans in England in January 2025, up 10.8% in a year. Every one generates consultations that a setting must answer, with evidence, inside a statutory window.
Department for Education, 202538%
of charities say a lack of technical expertise, or someone to lead on digital, stops them making progress.
Charity Digital Skills Report 2026The mailbox, a SharePoint library or a commissioner portal export. Nothing changes for the people sending them.
PDFs, Word files and photographed pages are all read, scans included, so the whole bundle is understood and not just the covering email.
An AI model identifies the document types and pulls out the person, the referrer, the needs and risks described, and every date that matters.
Your own assessment and intake documents are filled in from the extraction, with the key referral points surfaced at the top for the reviewer.
The pack enters your approval workflow. Someone reads it, corrects it where needed and approves before anything is sent or recorded as a decision.
The person who signs off opens one pack instead of a mailbox thread and a folder of attachments.
Built with Microsoft Power Automate and Azure AI inside your own Microsoft 365 and Azure, in the region you choose. Referral data does not leave your organisation to be processed.
The AI reads, sorts and drafts. Decisions, responses and anything recorded on a person’s file are made by your staff after review.
Care records, school management systems and case management tools stay as they are. The pipeline feeds them, and your existing approval and audit trail applies.
Consultation and referral responses have statutory windows. The pack lands with the due date on it, so the clock is visible from the first day.
Referral and consultation bundles arrived by email as PDFs and Word documents. The pipeline now reads them, extracts the facts, drafts the provider’s own internal assessment with the key points surfaced, and routes the pack for review and approval.
How it is sold
Fixed price, agreed before work starts
Flat monthly fee, 12-month term
Azure consumption is yours directly and estimated in the proposal. Microsoft nonprofit pricing applies to eligible charities.
We will show what the reviewer would see, what the drafted assessment looks like, and give you a fixed price for your referral types.