Know exactly which referrals are worth your time.
Track every hospital, senior living community, and paid lead source in one place. See real ROI per partner — not gut feel.
Most agencies are flying blind on referrals
You're spending on A Place for Mom and Caring.com but you don't actually know if it's working.
Your best discharge planner moved to a different hospital and you didn't notice for three months.
You took eight partners to lunch last month. Which ones actually sent you a referral?
One directory for every referral source
Healthcare facilities, senior living communities, paid lead sources, and everything in between. Filter by type, sort by health score, see lead counts and cost-per-lead at a glance.
Healthcare — hospitals, rehab facilities, skilled nursing, doctor offices
Senior Living — assisted living, memory care, independent, CCRCs
Professional — elder law attorneys, financial advisors, geriatric care managers
Paid Lead Sources — A Place for Mom, Caring.com, SeniorAdvisor, Care.com, AgingCare
Community — faith-based organizations, senior centers, support groups
A health score for every relationship
Each partner gets a letter-graded score — A through F — based on referral volume, conversion rate, recency of contact, and revenue impact. You see at a glance which relationships are thriving and which need a lunch invitation.
Conversion funnel from referral to active client
MRR contribution from active clients this partner referred
12-month lead trend with month-over-month change
Last-contact warning so neglected relationships don't go cold
Log a visit in fifteen seconds
Quick-log buttons for every interaction your team has with a partner. Track who you met, what you discussed, what you spent, and what to do next.
Visit, call, lunch, training
One-tap activity logging. Pick the type, pick the contact you met, add notes. Done.
Track every dollar you spend on partners
Lunches, gifts, training events, materials. Per-partner expense rollups so you know what you're investing.
Voice field reports from the parking lot
Speak for three minutes after a hospital visit. Our AI extracts contacts met, referrals discussed, sentiment, and follow-up tasks. No typing.
See Liaison MobileEvery prospect ties back to who sent them
When a lead lands, you tag the partner organization and the specific person who referred them. Six months later, you can answer the only question that matters: which partner sent us the families that became long-term clients?
That's how you justify the lunch budget. That's how you decide which hospital to invest in next quarter. That's how you stop guessing.
Real ROI on every paid lead source
For A Place for Mom, Caring.com, SeniorAdvisor, Care.com, AgingCare, and anywhere else you're writing checks — you see exactly what each lead costs, what each conversion costs, and the multiple you're getting back.
Not bolted on. Built in.
Liaison Relationships lives inside the same CRM your sales team already uses. Every prospect record shows the partner who referred them. Every partner profile shows the prospects they've sent. And every visit your marketer logs from Liaison Mobile lands here too — same partner records, same activity timeline. Not bolted on. Built in.