Clients & support plans
Client contacts, preferences, allergies, relevant health information, support-plan documents, access information and plan history.
LILA CARE BOOK
More time for care. Less lost in admin.
People, visits and the information that connects them.
For home-care providers, support services and community teams managing sensitive records and dependable day-to-day delivery.
UK AWS hosting · Connected records · Your review before action
From the first step to the next.
- 01
Assess
Record the client, contacts, preferences and agreed support.
- 02
Plan
Build the care plan and recurring visit pattern.
- 03
Allocate
Match the visit to available staff and check cover.
- 04
Deliver
Record attendance, actual time, notes and follow-up concerns.
- 05
Bill
Group delivered visits by client or payer and reconcile receipts.
Built around the detail.
Rota & cover
Recurring visits, assigned carers, availability, travel, clashes, uncovered visits, cover requests and handover notes.
Visit records
Planned and actual time, attendance, checklists, append-only observations, concerns, incidents and owned follow-up actions.
Staff & assurance
Staff roles, DBS records, training, first-aid and insurance dates, expiry reminders and staffing records.
Payers & income
Self-funder and funder records, delivered-visit billing by period, payer allocation, travel charges, unpaid balances and payroll-hours exports.
Meal preparation
Optional shopping-receipt allocation, household and client portions, ingredients, agreed preparation and delivery charges, delivery records and weekly drafts.
Explore more care workflows
Client & support profiles
A structured home for preferences, contacts, agreed services and support-plan versions.
Rota & shift planning
Build recurring schedules around the availability recorded for each worker, travel time between calls and the skills a visit requires.
Cover & handovers
Flag unassigned visits, manage cover requests and record a clear handover when the assigned worker changes.
Visit plans & notes
Give assigned staff the relevant plan, visit checklist and a place to record observations and follow-up work.
Training & staff records
Track qualifications, training renewal dates and document expiry when planning assignments.
Incidents & follow-up
Record concerns, assign review actions and show outstanding follow-ups to authorised managers.
Hours, mileage & billing
Connect approved visits, staff time and mileage to client or funder invoices and payroll exports.
Sensitive information controls
Role-based access with a read-only role that is refused every write, a log of every document opened, sharing by expiring link with a full access trail, and retention periods with a review before anything is deleted. On UK servers, with your data staying in the UK.
YOUR WORKSPACE
See the day. Find the gaps.
Keep the context, the records and the next action together. The wider desktop view gives you space to review the detail.
A CLOSER LOOK
Delivered care becomes clear billing.
Move from the overview to the source record, with documents and financial history close to hand.
The books belong with the work.
A complete business-finance workspace alongside the specialist tools. Keep the original record, the decision and the financial result connected.
Banking & reconciliation
Feeds and imports; multiple accounts; consent status; duplicates; matches; splits; part payments; transfers; rules; undo; evidence links.
Sales & credit control
Quotes; acceptance; branded invoices; stages and recurring series; payment links; credit notes; aged debtors; statements; reviewed reminders.
Spend & costs
Suppliers; bills; purchase orders where enabled; receipts; expense allocation; due dates; recurring costs; credits; mileage; committed costs.
Reports & planning
Revenue; profit and loss; balance-sheet working; cash forecasts; aged debtors and creditors; WIP; margins; budget versus actual.
Documents & communication
Versioned files; library; tags; search; messages; correspondence; forms; questionnaires; approved sharing; retention and change history.
Grow & organise
Enquiries; contact follow-up; proposals; internal projects; marketing and consent controls where the relevant module is enabled.
Paperwork in. Clarity out.
Capture, read, check, code and reconcile. Keep the original and the decision together.
Capture once
Photograph receipts, add PDFs or share documents from your phone. Keep the upload status visible and retain the original for review.
Collect the paperwork
Use supported supplier connections to collect invoices. Bring email attachments and correspondence into the document inbox.
Check before posting
Review extracted dates, totals, VAT and supplier details. Flag possible duplicates, unclear documents and uncertain care plan allocations.
Rules that you control
Set supplier, category, value and VAT rules within agreed authority. Routine entries follow those rules; exceptions ask a specific question.
Link costs to the work
Allocate purchases, mileage and disbursements to the correct care plan. Keep private, business and client-money treatment distinct.
Finish the reconciliation
Match bank entries to bills and invoices, handle part payments and splits, review unmatched items and retain a visible correction history.
A stronger handover. A clearer year end.
Give the adviser the records, context and working papers behind the numbers, with controlled access to the correct book.
Access with boundaries
Invite your accountant or bookkeeper with the permissions they need. Shared-book membership and authority to act for HMRC remain separate.
Review the evidence
Inspect transactions, source documents, reconciliations and unresolved questions. See missing information and estimates before completing the accounts.
Accounting tools
Review the ledger, opening balances, trial balance, journals, fixed assets, depreciation and relevant loan or director-account working records.
A complete period pack
Export sales and purchases, nominal entries, aged balances, bank reconciliation, VAT/CIS records, hours and supporting documents with a file manifest.
Accounts & tax preparation
Prepare the applicable year-end, Self Assessment, company accounts and Corporation Tax working information for the entity and accounting period.
A managed review
Resolve requests, record adjustments and retain the review trail. Hand over documents and exports without confusing a draft with an accepted filing.
Service coverage follows the legal entity, accounting period and enabled workflow. The person with the required authority approves final filings.
From the records to the right return.
VAT & Making Tax Digital
Connect the appropriate HMRC VAT service, review obligations and the nine-box return, trace figures to records and retain submission receipts where filing is enabled.
Income Tax & Self Assessment
Organise self-employment and property records, quarterly-update figures, annual tax information and calculation reviews. The applicable taxpayer, year and service determine the route.
CIS, PAYE & charity services
Use CIS verification and deduction records, payroll/PAYE working information and Gift Aid schedules where relevant. Each connection shows its own readiness and authority requirements.
Companies House
Keep company identity, filing dates, accounts preparation and company-document history alongside the books. Companies House is a separate service from HMRC.
Connection & agent authority
Review the service, account, taxpayer, consent and authorisation. An accountant invitation does not grant government-agent authority.
Receipts & status
Distinguish preparation, ready for review, sent, waiting and accepted. Keep the original acknowledgement; a saved local record is not an HMRC acceptance receipt.
Direct submission is available only for enabled services with verified production access and the required authority. Other workflows provide preparation, exports or external-filing records. CT600, statutory accounts and payroll RTI filing are separate from the preparation tools.
Your information. AI on your terms.
Data is held within the United Kingdom on Amazon Web Services (AWS). Keep control of the AI features you enable and the information they process.
Turn AI on or off
Enable or disable configured AI features to suit your work and data-protection policies. Core record keeping remains usable without AI.
Local LLM processing
Selected features use locally hosted large language models within the controlled environment. In local-only mode, their inputs and outputs are not sent to external LLM services.
No training use
External AI services require provider settings and terms that prohibit using practice inputs and outputs to train their models. Review the provider, processing location, retention and permitted data before enabling a service.
Access & accountability
Use separate books, roles, passkeys, revocable access, document history and exports. These controls support UK GDPR compliance alongside lawful use, appropriate agreements and your own procedures.
LILA CARE BOOK
Take a closer look.
Keep a copy of the illustrated brochure, or tell us about the records and workflows that matter to you.