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Corella

Compliance & documents

Audit-ready as a side effect of doing the work.

Most providers don't fail audits for lack of care — they fail them for lack of filing. Corella turns the evidence trail into a by-product of normal work: documents that police their own expiry, PDFs that generate and file themselves, and registers that keep their own deadlines.

How it flows

Compliance flow: a shift form with photos and a drawn signature is approved by finance, becomes a branded auto-named PDF, attaches itself to the client file and the invoice — and any shift missing a required approved form is held out of the invoice run.submitted on shifton approvalno approved form? the shift waitsShift formphoto + signatureFinance approvesfrom a queueBranded PDFauto-namedFiled twiceclient file + invoiceInvoice runproof required

The Friday filing job, done by the workflow — and nothing unproven reaches an invoice.

Documents that police themselves

Organisation, client, staff and program files live in one library with categories, expiry dates and traffic lights — and the daily sweep alerts the right person before something lapses, including the staff member whose certificate it is. Documents carry codes and versions, so 'which policy is current' has one answer.

Expiry alertsDoc codes & versionsOrg / client / staff / program files
your-organisation's Corella
Client documents library with categories and expiry indicators
The library — expiry traffic lights on every file

Read-and-acknowledge, actually tracked

Publish a policy and see exactly who has read and acknowledged it — an x-of-y matrix per document, and each staff member sees what they owe in their own view. When the auditor asks how you know staff read the new procedure, you show them.

Acknowledgement matrixStaff-facing obligations

The PDFs auditors expect, generated

Support plans, risk assessments, service agreements, intake snapshots and outcome or progress reports generate as branded PDFs straight onto the client file — consistent, current and never hand-assembled in Word at 4:45 pm.

Five document kindsYour brandingFiled automatically

Forms that finish the paperwork for you

Build custom forms with photo and drawn-signature fields and bind them to shifts. When finance approves a submission it becomes a PDF named the way auditors like, attaches itself to the client and the invoice — and shifts missing a required approved form stay out of the invoice run until the evidence exists.

Photo & signature fieldsAuto-named PDFsInvoice hold-back
your-organisation's Corella
Custom form builder with a field palette
The form builder — fields your workflows need

Turn a paper form into a digital one, without trusting a robot

Upload a blank form — a PDF, or a photo of the paper one on the desk — and it comes back with the questions that form asks. Then a person reviews every one and presses Create, and the result goes through exactly the same validator a hand-built form does. There is no path from the model to a live form: it writes a draft, and a human turns the draft into the template. Two things make that more than a promise. It is given no tools at all, so it cannot query your database, write a row or send anything — it reads one document and returns one list. And what we have tested is not accuracy but refusal: a letter that is not a form yields zero questions; a box whose kind cannot be told comes back as the form didn't say, with Create disabled until a person chooses; a choice cut off at the page edge is left cut off rather than guessed into a plausible word; a question the form does not mark mandatory is recorded as not stated rather than optional; and a document carrying instructions aimed at the AI, asking it to add a bank-account field, is refused. ⚠ One thing to know before you use it: the document is read by our AI provider in the United States, so it does leave Australia. That is why the product asks for a blank form — we only need the questions, never anyone's answers — and it says so before the file picker opens. It also needs an AI key on your instance, and it is invisible without one.

A person presses CreateNo tools, by designTested on refusalsRead in the United States

Risk, WHS and the audit log

Five kinds of risk assessment — general, environmental, transport, personal emergency planning and provider impact — with matrix scoring and job-safety analysis, against clients and programs. A WHS register and a vehicle and asset register sit alongside, and the audit log records who did what, when, across the system.

Five risk kindsClient and program subjectsWHS registerAudit log
your-organisation's Corella
Risk assessment register with matrix ratings
Risk register — matrix scored, review-dated

Fair questions

Asked about this, often.

What's generated versus uploaded?
Both live on the file. Corella generates support plans, risk assessments, service agreements, intake snapshots and progress/outcome reports as branded PDFs; everything else — certificates, external reports, correspondence — uploads into the same library with the same expiry and visibility controls.
How do expiry alerts work?
A daily 7 am sweep checks document expiries, review windows, and registers — and alerts the right person. A staff member's expiring certificate alerts them directly, not just the office.
Can carers see policy documents?
Per-file carer visibility is a switch, and policies can require acknowledgement — carers see what they need to read and confirm in their own app.
Is there version control?
Documents carry a code and version, so superseded policies stay traceable while the current one is unambiguous.

See your organisation in Corella.

A 30-minute walkthrough with the people who built it — your workflows, your terminology, not a canned demo.