Intake
Clients submit an application through guided, accessible forms that collect the right information, documents, and declarations up front.
Intake to decision, to deliver your service
From intake to decision
Process applications from intake to decision with clarity, speed, and control, so you can focus on what you're best at: delivering your service. Sorbtree helps organizations intake, review, and decide on cases so you can provide services for your clients.
Open service files
1.8K
32 due this week
Service standard
94%
+8% vs last month
Avg. time to decision
8.4 days
Target is 7 days
| FILE-1042 | Northline Growth Fund | Expansion grant | Approved | You | 2 days left | May 28 | Jun 3 |
| FILE-1045 | Prairie Skills Co-op | Training bursary | In review | You | 5 days left | May 30 | Jun 4 |
| FILE-1048 | Harbour Clean Tech | Innovation credit | Needs info | You | Overdue | Jun 1 | Jun 4 |
| FILE-1051 | Northern Housing Society | Permit renewal | In review | You | 9 days left | Jun 2 | Jun 3 |
How it works
A clear path from intake to decision
Sorbtree helps teams deliver services by connecting intake, eligibility, review, approvals, communication, and final decisions in one accountable workflow.
Review
Route each file through the right hybrid workflow to validate information, inspect evidence, determine eligibility, collaborate, apply policy, and complete approvals with full context.
Decision
Record the outcome, rationale, approvals, communications, and audit history so every decision is clear, consistent, and defensible. Arhive the record according to your retention policies.
Platform
Built for public and private service delivery
Sorbtree helps Canadian governments, Crown corporations, and service-driven organizations reduce backlogs, improve decision consistency, and deliver client-facing services without losing control of security, data, or governance.
Secure deployment
Use Sorbtree as a secure Canadian-hosted SaaS platform, or deploy it in a higher-control environment where program, data, and infrastructure requirements demand it.
Canadian sovereignty
Designed for organizations that need confidence in where service data is hosted, managed, accessed, retained, and governed.
Backlog reduction
Digitize your existing backlog, and move service requests through intake, review, and decision faster with clearer queues and fewer manual bottlenecks.
Field-level authorization
Control access at the field level so each user sees only the service information they are permitted to view, even within the same file.
Hybrid Intelligence
Combine responsible AI assistance with human review, oversight, and approval so automation supports service delivery without replacing accountability.
Configurable service workflows
Configure forms, stages, routing, review steps, approvals, notifications, outcomes, and service standards to match each program’s operating model.
Transparent decisions
Give teams a clear view of every file’s status, history, evidence, review path, and decision rationale from submission to outcome.
Audit-ready records
Maintain structured records of actions, approvals, changes, communications, and decision points to support compliance, reporting, and audits.
Program flexibility
Support grants, permits, licences, funding programs, inspections, benefits, complaints, reviews, and other case-based services.
Human-centred service
Improve the client experience with clearer forms, better status visibility, faster responses, and more consistent communication.
Ready to deliver services better?