Walk out of a partner visit and never type a thing.
Liaison is the HomecareCopilot mobile field app. Speak into your phone for three minutes after a hospital visit and Liaison captures every contact you met, every referral discussed, every objection, and every follow-up task — before you're back in the parking lot.
Speak after the visit. Get structured data back.
No forms. No typing. No notes you'll have to clean up at the end of the week.
You speak
Liaison listens live, asks clarifying questions, and shows your transcript as you talk.
We extract
Contacts met, referrals discussed, sentiment, opportunity trend, issues, follow-up tasks, and commitments — all parsed and editable.
Even your spending. “$18 on lunch, two $20 gift cards” lands as line-items in the partner's expense log.
The whole flow, end to end
From the parking lot back to your CRM, in under four minutes.
Tap Report — start talking
No setup, no template selection. Just hit the mic and recap the visit in your own words.
Liaison listens and asks
The agent asks clarifying questions in real time so nothing important gets missed — even the things you forgot to mention.
Auto-extracts the structure
Contacts met, referrals discussed, sentiment, follow-up tasks, expenses, competitive intel — all extracted into the partner record.
Review and save
Card-by-card edit screen. Adjust anything that's off, hit save, and everything lands in the partner's timeline.
Walk into every meeting with the data to win.
Pull up any partner from the parking lot and see referral history, conversion rate, health score, and the people you've actually met. Show up prepared, every time.
Health score & trend at a glance — up, flat, or cooling
Prospect funnel for that partner this month
One-tap call & navigate to the contact you're visiting
Your day, focused before you finish your coffee.
Today's overdue tasks, prospects flagged as cooling, and the partners that haven't heard from you lately. The morning briefing that runs your sales day instead of waiting for you to read it.
Today's Focus — overdue tasks and high-priority follow-ups
Relationship Health — visits done, referrals received, partners cooling
One-tap field actions — Prep Next Visit, Quick Note
Designed for the field, not the desk.
Built by someone who spent years driving between hospitals, senior living communities, and partner lunches.
Big tap targets, even with gloves
48-pixel minimums on every interactive element. No fumbling.
Readable in direct sunlight
High-contrast type and tonal surface shifts — no border noise to squint past.
No typing required
Speak, review, save. The whole flow is built for one hand and a parking lot — not a desk and a keyboard.