Counselling and client support
Structured conversation continuity, source-linked summaries, follow-up, goals, actions and reviewable reports—without diagnosis or medical advice.
Seven governed editions
The core platform stays consistent, while each edition changes the approved categories, resources, templates, workflows and safeguards available to a permitted user.
First release priority
These editions establish the shared conversation, LiveMap, SourceTrace, permissions, consent, audit and reporting foundations before specialist workflows are introduced.
Safe and Legal proceed through their own specialist governance and approval process.
Edition directory
Structured conversation continuity, source-linked summaries, follow-up, goals, actions and reviewable reports—without diagnosis or medical advice.
Neutral information capture, practical follow-up and careful handover preparation within clear role boundaries.
Specialist safeguarding workflows released only after dedicated policy, governance and escalation review.
Source-linked chronologies, people, events, documents and questions without determining legal entitlement.
Separate perspectives, shared issues, agreements and unresolved questions without deciding truth or guilt.
Conversation continuity for workplace matters with appropriate privacy, access and human decision boundaries.
Needs, strengths, commitments, follow-up and referrals for approved pastoral and community settings.
How configuration works
Professional configurations
Loads business planning, customer, brand, marketing, social media, AI opportunity, budget, KPI, decision and action categories.
Loads creative brief, people and roles, production, fees, usage rights, release consent, AI editing, approval and delivery categories.
Changing the category profile does not increase a member’s role or access. Organisation membership and case assignment remain separate permission checks.
See it in your setting