The difference

Describe how you work. Sorbtree builds it.

Sorbtree turns your operating model into a service-delivery platform that evolves with you, so you can continuously improve how you work and adapt quickly to changing client expectations.

Sorbtree AIReview, approve and implement the plan with confidence

Canadian owned and operated

Public sector ready

Configure without developers

Controlled data isolation

Driven by human judgement

AI that plans.
You decide.

Sorbtree AI designs and validates changes before they happen. You review exactly what will change, approve what you want, and stay in control.

01 · Tell

Tell Sorbtree what you need

Describe what you want to build, change or improve in plain language. Sorbtree AI interprets your goal in the context of how your organization works.

02 · Review

Review the plan

Sorbtree AI turns your request into a structured plan, checks it against your organization’s governance rules and shows you exactly what it proposes to do. You decide what gets approved.

03 · Objective confidence

Apply with confidence

Once approved, Sorbtree applies the changes using deterministic rules. Not AI judgement. Only approved changes that pass established governance and safety checks are executed.

01 · Structure

Define the record types that matter.

Start by deciding what your organization needs to track and how those records connect. Build the information model that everything else will run on.

  • Record Types
  • Relationships
  • Forms
02 · Process

Design how work moves.

Define the lifecycles your records move through, then build the workflows and automations that guide each step from start to finish.

  • Lifecycles
  • Workflows
  • Automations
03 · Work

Decide how work gets done.

Turn your processes into day-to-day operations by defining who receives work, how it is distributed and how teams track what needs attention.

  • Workloads
  • Assignments
  • Tasks
  • Due dates
04 · Insight

See how your operation is performing.

Choose the questions you need answered and turn your operational data into reports and dashboards that help you understand performance and improve what happens next.

  • Reports
  • Dashboards
  • Performance insights
Sorbtree Grant Operations Overview dashboard showing lifecycle, workload, program and outcome reports
Operational visibilityA connected view of lifecycle, workload, programs and outcomes
Use cases

Explore what you can build.

See how Sorbtree can support real-world service delivery, from intake and case management to approvals, inspections, operations and more.

Three protected deployment environments connected by one governed platform
Deployment optionsCanadian cloud · single-tenant · on-premises
Canadian sovereignty

Choose where the system lives.

Canadian cloud, single-tenant and on-premises options support different operating boundaries.

What changes

Stronger delivery. Clearer accountability.

01

Fewer missed handoffs

Work stays in one connected process.

02

More consistent decisions

Rules and evidence travel with the record.

03

Audit-ready history

Actions and configuration context remain traceable.

Start with a real process

Show us how the work happens today.

We’ll show you how it could work as one governed operating model.