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Automatic eligibility checks for services
Client Intake & Case Management Automation
Client Intake & Case Management Automation
Client Intake & Case Management Automation
Automatic eligibility checks for services
Client Intake & Case Management Automation
Consent form dispatch and digital signature collection
Client Intake & Case Management Automation
Document upload and management workflows
Client Intake & Case Management Automation
Intake form data capture and validation
Client Intake & Case Management Automation
Notification of new client enrollment to relevant staff
Client Intake & Case Management Automation
Scheduling of initial assessment appointments
Client Intake & Case Management Automation
Trigger follow-up reminders for incomplete intakes
Client Intake & Case Management Automation
Assignment of case worker based on client needs
Client Intake & Case Management Automation
Automated referral generation to partner services
Client Intake & Case Management Automation
Automatic client profile creation in CRM
Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client Intake & Case Management Automation