Client project · Web app & SaaS2023
LaurelCRM
An internal CRM for Laurel Medical, built from the ground up.
AngularTypeScriptREST APIs
Services
Case management and service-navigation apps
Workforce boards, social-service agencies and clinics share one problem: getting each person to the right program and keeping them moving. We build the tools for that: need-based navigation for the public, intake and referral forms, client records and follow-ups for staff, and reminders by text, all built around your workflow rather than a generic CRM.
What's included
- Guided "what do you need?" navigation that routes by need, not program name
- Intake, referral and interest forms that land in the right team's queue
- Client records, notes, follow-ups and role-based staff access
- Two-way, consent-based texting for reminders and next steps
- Staff dashboards and reports for funders and boards
- Integrations with scheduling, forms and existing systems where an API is available
Tools we use
Next.jsReact NativePostgreSQLFirebaseTwilioRole-based access
How it works
- 01Free consultation. A 30-minute call about what you want to build, who it's for and what matters most.
- 02Scope and quote. A clear plan with the features, timeline and price, so you know what you're getting before we start.
- 03Design and build. Short cycles with working builds you can try and regular progress updates along the way.
- 04Launch and grow. Store submission or go-live, then analytics, subscriptions and improvements, the same way we run our own apps.
Related work
Client project · Mobile app2021
MD Virtual Care
A virtual-first healthcare platform with patient apps and a portal.
IonicCapacitorNext.jsNode.js
Client project · Mobile app2022
Community Concierge Services
Valet trash operations for apartment communities.
FlutterNext.jsFirebaseGoogle Maps
CTO partnership · Web app & SaaS2026
TaskMerit
A property-first CRM for landscaping and snow-removal companies.
Next.jsFirebaseQuickBooks OnlineResend
Common questions
Have you built for a workforce board or social-service agency before?
Not a workforce board yet, and we'd rather say so. The closest work is custom CRMs built around a team's own workflow (LaurelCRM for Laurel Medical), a virtual-care platform with patient apps, secure records and messaging (MD Virtual Care), a field app and customer portal with proof of service (Community Concierge Services), and review-request and lead-routing automation for a multi-location service business.
Can you connect to our state case-management system?
Only with that system's approved API access and your written authorization, and we'll tell you early if a connection isn't realistic. Where there's no API, we design an export or notification hand-off so staff aren't typing things twice.
How do you handle personal information?
We collect only what each step needs, encrypt data in transit and at rest, give staff role-based access with an audit log, and set retention and deletion rules with you before launch.
Why custom instead of an off-the-shelf case-management product?
If an existing product fits, we'll say so. Custom makes sense when your programs, funders and reporting don't match a template, or when you need a public-facing app that a back-office product doesn't provide.
Tell us about your project
Share a few details and you'll get a reply within one business day with next steps. Prefer to talk? Book a free 30-minute call.
Have an app or platform in mind?
Book a free 30-minute call. You'll leave with a clear idea of scope, timeline and cost.