Referral details entered several times
Connect referral, assessment and agreed plan records instead of recreating the same administration.
Explore this capability
WORKBIE · BECAUSE IT’S EASIER
Workbie for Care & Social Care
Clearer shifts. Better handovers. Less repeated administration.
Bring referrals, workforce planning, visit notes and review tasks together while keeping care decisions with qualified people.
Free Business Workflow Audit. No obligation.SOUND FAMILIAR?The gaps between your tools
The gaps between your tools
are where the work gets harder.
Your existing software may handle one part well. Workbie connects the work around it — customers, people, documents, operations and accounts — in one business management suite.
Last-minute cover arranged by messages
View shifts, availability and unfilled rota tasks in a shared workforce plan.
Explore this capabilityHandovers difficult to find
Attach handover notes and acknowledgement tasks to the relevant authorised record.
Explore this capabilityVisit notes waiting for the office
Staff record agreed visit information and follow-up tasks from their mobile.
Explore this capabilityReviews tracked on another spreadsheet
Keep review dates, document requests and responsibilities connected to the case.
Explore this capabilityReports taking time away from care
Build operational reports from authorised rota, referral and task records.
Explore this capabilityBEFORE AND AFTER
A more connected working day.
Illustrative changes we can scope around your team — not measured customer outcomes.
TodayWith Workbie
Referral details entered several times
Connect referral, assessment and agreed plan records instead of recreating the same administration.
Last-minute cover arranged by messages
View shifts, availability and unfilled rota tasks in a shared workforce plan.
Handovers difficult to find
Attach handover notes and acknowledgement tasks to the relevant authorised record.
Visit notes waiting for the office
Staff record agreed visit information and follow-up tasks from their mobile.
Reviews tracked on another spreadsheet
Keep review dates, document requests and responsibilities connected to the case.
Reports taking time away from care
Build operational reports from authorised rota, referral and task records.
One record. From the first step to the last.
01
Referral
02
Assessment
03
Care planning
04
Delivery & handover
05
Review
Referrals & placementsWorkforce & rotasDocuments & formsTasks & reviewsOperational reporting
ASK WORKBIE AILess searching.
Less searching.
A clearer next action.
Ask about the records your role is allowed to see. Prepare summaries and follow-ups from agreed information, with approval where it matters.
Fictional example conversations. Available actions and permissions are scoped; AI does not replace your team's professional judgement.
Which shifts still need cover tomorrow?
Workbie AIThe sample rota has two unfilled shifts. I can prepare a summary for the rota coordinator to review.
Prepare a handover summary from the approved notes.
Workbie AII've drafted a summary using the authorised notes. A qualified staff member must review it before sharing.
WORKBIE ON THE MOVE
A clearer shift. A connected handover.
- A personal shift and visit list
- Handover acknowledgements against the right record
- Visit notes prepared for authorised staff to review
Illustrative mobile view with fictional records. Access, device needs and workflows are agreed for your team.
Discuss your workflow
TRY BEFORE YOU BUY · 10 PILOT PLACES ACROSS WORKBIE
Discuss the pilot offerA free Business Workflow Audit. One agreed pain point fixed free.
Business Workflow Audit worth £995. We agree the chosen problem and success criteria before starting, then fix it free, guaranteed. No obligation to buy further work. All we ask is a short honest testimonial when we fix your pain point.
Know what you're getting before committing.
Your workflow map
We map the chosen process, its handovers and where information is entered or lost.
A shortlist of improvements
What to keep, connect or replace — starting with the gap that matters most to your team.
A suggested pilot and timeline
An agreed first workflow, success criteria and indicative next steps, rather than an open-ended software project.
Do we have to replace our existing software?
No. We review what works and the available connection options first. Outlook, accounts packages and other providers are considered where relevant; technical access and integration scope are confirmed before development.
What does a wider system cost?
Pricing depends on the agreed configuration and scope. Custom-built pricing is agreed after discovery, with monthly payments. The free pilot does not require you to buy a wider system. See the pricing options.
What needs to be agreed for our industry?
Sensitive-data access, retention and AI permissions are agreed during discovery. Workbie supports administration; it does not make clinical or care decisions.
See how this works for a real team.
Healthcare staffing · Lucam Consultancy
Qualified staff matched to the shifts that need them.
Lucam supplies temporary nurses and care staff to NHS organisations and other care providers. Workbie brought staff qualifications, compliance, availability, location, client requirements and shift scheduling into one system, then automatically notified suitable staff about available work through an app.
Read Lucam Consultancy's storySector photograph is illustrative. The story describes the work delivered; your scope and outcomes would be agreed separately.
YOUR BUSINESS. BUILT SMARTER.
Start with the part of your working day that needs fixing.
Tell us where the work slows down. We'll discuss your current tools, what needs to connect and a sensible first step.
Want more context? See the care & social care overview or explore the platform.
Choose Workbie — because it’s easier.
Step 1 of 2 · takes 10 seconds
Care & Social Care. Built smarter.
Just your name and email to start. We’ll contact you back as soon as possible.