Every referral, tracked to an outcome.
Refer to Connections and you'll always know what happened.
Today, a referral is an email, a phone call, and a spreadsheet — and then silence.
Families in crisis wait while referrals sit in inboxes. Cases lose their owner. Reports get retyped from scratch. And the caseworker who made the referral finds out what happened months later — at a hearing, if at all.
Built for the professionals who refer
CasePilot serves caseworkers, attorneys, GALs, probation officers, school staff, and healthcare providers— everyone whose job depends on knowing what happened after the referral.
Connect, coordinate, prove
Connects
Every referral to a Connections therapist by service type and availability — with fast, documented first contact.
Coordinates
The referral end to end — a closed loop with an owner and a next action at every step.
Documents
Services in caseworker-ready reports, generated from structured data instead of retyped.
Updates
The referrer automatically by email at every step — full visibility without logging in.
You always know what happened
Most referral tools stop at “we sent it.” CasePilot guarantees documented first contact, tracks every step as a timestamped evidence chain, and pushes status back to you by email — whether or not you ever log in.
One referral record
Intake, routing, service notes, outcomes, and closure all live in one case file instead of scattered systems.
Minimum-necessary access
Referrers, coordinators, therapists, and families each see only what their role requires — enforced at the database.
Reporting that reconciles
CSV exports, dashboards, and PDFs all draw from the same verified reporting views.
Every referral is a file, not a message
Eight steps, three phases, one owner at every stage. Referrers see progress; the clinic does the work; the record proves the outcome — and no one sees more than their role allows.
See CasePilot on your own caseload.
Walk through real referral paths, exception queues, and reports with fictional demonstration data.
See what closing the loop looks like.
A 30-minute walkthrough on your real workflows — referral intake, first contact, status updates, and reports.
Request a demo