Client Intake & Case Management

Client Intake & Case Management

Status update automations sent to involved parties

admiJuly 6, 20251 min read

Client Intake & Case Management

Intake form validation and duplicate check

admiJuly 6, 20251 min read

Client Intake & Case Management

Historical record archiving post-case closure

admiJuly 6, 20251 min read

Client Intake & Case Management

Digital forms for family/client submission, syncing data to central database

admiJuly 6, 20251 min read

Client Intake & Case Management

Connection of intake forms to CRM and billing systems

admiJuly 6, 20251 min read

Client Intake & Case Management

Condolence message triggers to next-of-kin

admiJuly 6, 20251 min read

Client Intake & Case Management

Categorization and routing of incoming service requests

admiJuly 6, 20251 min read

Client Intake & Case Management

Automatic case file creation and assignment to staff

admiJuly 6, 20251 min read

Client Intake & Case Management

Automated notifications and reminders for incomplete client documents

admiJuly 6, 20251 min read

Client Intake & Case Management

Automated new client onboarding and data entry

admiJuly 6, 20251 min read

Client Intake & Case Management

Workflow for needs assessment and prioritization

admiJuly 6, 20251 min read

Client Intake & Case Management

Triggered alerts for urgent cases (e.g., child protection)

admiJuly 6, 20251 min read