Institutional services · in development

Better equipped teams. Clearer next steps.

A planned workspace for community organizations helping people navigate Canadian benefits.

Prepare your needs brief Looking for personal plans?

Team workspace

Planned: authorized staff access, client consent and organized follow-ups. Client sharing is not available yet.

Service outcomes

Planned: distinguish saved, started and completed steps; report outcomes without treating estimates as approved benefits.

Custom annual licensing

Proposed pricing depends on team scope, service areas, onboarding and integrations. Availability and terms must be confirmed before a quote or purchase.

Try the team workspace demo

Start with your organization’s needs

Prepare a draft to copy for your internal planning. Nothing is sent, no sales request is created and no payment is taken. Do not enter client information.

Organization type

Staff who would use the tools

Service area

Team collaboration

Outcome reporting

Institutional tools do not replace official eligibility decisions. Personal plans are separate. Team licensing, client records, integrations and organization billing are not available yet.