FAQ

What is Exchange?

Exchange is a professional documentation tool designed to help organisations log, structure, and export case records clearly and consistently.

It is commonly used to track:

• contact or handover events

• shared expenses and receipts

• case notes and timelines

• structured records for reporting or review.

Does Exchange include messaging?

No.

Exchange is designed specifically for record-keeping, not communication.

There are no messaging or chat features.

Can records be edited after they are created?

Records can be updated where necessary, but changes should remain traceable.

Exchange is designed to support clear timelines and structured documentation.

Can records be exported?

Yes.

Users can generate structured PDF exports of case records for documentation, reporting, or professional review.

Who owns the data entered into Exchange?

The organisation using Exchange retains ownership of its data and records.

Exchange does not sell or share user data.

Is Exchange suitable for professional environments?

Yes.

Exchange is designed for organisations such as:

• family support services

• safeguarding teams

• local authorities

• healthcare and community services

• regulated organisations that require structured documentation.

What devices support Exchange?

Exchange is available as a mobile application and is being expanded to include a web platform for organisational oversight and management.