Client & support profiles
A structured home for preferences, contacts, agreed services and support-plan versions.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
CARE & SUPPORT / THE CONNECTED DAY
From the weekly rota to a well-supported visit.
Connect the people you support with the people doing the work. Bring scheduling, staff availability, visit records and the financial picture together.
Designed for home-care providers, support services and community care teams.
- 01Plan support
- 02Build the rota
- 03Deliver & record
- 04Review & invoice
The details that make it yours.
Specialist featuresRota & 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.
BUILT FOR SENSITIVE WORK
Secure, UK-based storage to meet stringent data-protection rules.
Your records are held on servers in London and stay in the UK, in a book of your own that is never shared with another customer. Storage is encrypted, backups are encrypted and kept in the same region, and every change is written to an audit log with who did it and when. Sign-in uses passkeys, access is role-based and revocable, and a complete export or erasure of a book is exact because the book is a single file. Lila Software Development Ltd is registered with the Information Commissioner’s Office and acts as your processor under UK GDPR.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the care & support profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.