---
title: "Warm referrals: an introduction, not just a phone number"
description: Helpers introduce residents to places, residents agree each time, and the outcome comes back.
type: changelog
date: 2026-10-08
changelog:
  version: "0.20"
  category: Features
---

![Illustration: Warm referrals: an introduction, not just a phone number](/illustrations/2026-10-08-warm-referrals.jpg)

Handing someone a phone number is where a lot of referrals end. Now a caseworker can make a real introduction, and find out what happened.

- On a case, a helper picks a place, writes what the person needs, and starts from a drafted introduction they can edit.
- The resident sees the suggestion on their home page and decides. Nothing is pre-checked: they tick a box to share their name, phone, and the note, or choose "Don't contact me".
- The place gets nothing until the resident agrees. Then it appears in the place's referral queue.
- The place updates the status: working on it, needs your action, got help, couldn't contact, or no room. "Needs your action" comes with a note that becomes a to-do for the resident.
- Every update shows on the helper's case and on the resident's home page.