GratisAI
Free · complete · no checkout

civic · local-first tool

Keep Local Service Referrals and Callbacks from Getting Lost

A referral list is not a connection until you know who called back and what they said to do next.

Log service names, referral source, contact date, response status, and user-selected follow-up date using short labels.

What changes the result: the provider's official contact route, referral date, and user's own status note.

Privacy: Calculations run in this browser tab. This tool has no input-upload, account, or AI endpoint. The site may send a page-view signal to Cloudflare; this tool does not add form entries to that signal. A draft is stored only if you choose “Save draft on this device”; that browser storage is not encrypted. Avoid identifiers or sensitive details, and delete saved drafts when finished.

Your entries

The starting rows below are fictional examples. Edit them, replace them with non-sensitive labels and values, or load the sample again. The result is not advice or a source verification.

Amount fields use the same units you enter; the app does not choose a currency. Dates are the ones you provide. Up to 100 rows per run.

Calculated output

What the calculation does

Validate and order user-entered dates; keep the status separate from the event description. An open or waiting entry whose date has passed is highlighted for review, not treated as an official deadline or proof that an event occurred.

Question to keep open: Should a referral be marked complete when the name is received or when the person has connected with the service?

Boundary: Service availability and eligibility change by location. Verify contacts through the provider's official source and do not store unnecessary sensitive information.

Copy includes the headline, aggregate metrics, and boundary—not the row-by-row input. The CSV contains entries you choose to download. Review it before sharing.