Live demo · sample data

See the case system in action

A working demo of the referral-to-completion case tracker — loaded with made-up data for a fictional charity. Nothing you do is saved to a server.

Open the demo

Quick sign-in so we know who's looking — then you're straight in.

We'll only use this to follow up. No spam.

How to use it

  1. 1

    Start on the dashboard

    Clickable blocks show the pipeline at a glance — completed, ready, waiting on a site visit. Click a block to drill into the list.

  2. 2

    Add a referral

    New Referral mirrors a paper intake form (page 1 / page 2). Saving it creates the client and their first project.

  3. 3

    Open a client

    Clients → click a name for the pop-out record: contact, history, communications, and attachments — like a case file.

  4. 4

    Run a report

    Reports rebuilds funder numbers instantly (by year, team, county) and exports to CSV. Public stats is a names-free view safe to share.

  5. 5

    Experiment freely

    Edit anything — it only lives in your browser. Use Reset in Settings to restore the sample set. Nothing is saved to a server.