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Trust controls

Trust should come from controls, not promises

Carelivon’s service model is designed to reduce ambiguity around access, approvals, money, vendors and professional responsibilities.

Controls that protect clients and families

01

Approval-first spending

Non-emergency paid work is approved before a vendor is instructed.

02

Task records

Requests, updates, photos and receipts can be linked to the relevant task.

03

Controlled access

Keys and property access should follow written handover and access procedures.

04

No PIN handling

Carelivon does not use customer bank cards, PINs or online banking passwords.

05

Limited authority

Use task-specific permission. Avoid unrestricted powers of attorney.

06

Qualified professionals

Legal, medical, nursing and other regulated work stays with qualified providers.

Recommended launch controls

Operational safeguards to implement

Client controls

  • Verified client identity and contact details.
  • Written service agreement and emergency contact.
  • Property key inventory and access log.
  • Pre-agreed spend thresholds.
  • Two-step approval for larger third-party payments.

Provider controls

  • Vendor identity and basic due diligence.
  • Quote and invoice retention.
  • No medical representation without licensed provider.
  • No legal advice by non-advocates.
  • Incident and complaint escalation procedure.
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