Skip to content
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
Get Started
Home
Automatic initial eligibility verification
Client Intake & Onboarding
Client Intake & Onboarding
Client Intake & Onboarding
Automatic initial eligibility verification
Client Intake & Onboarding
Centralized client profile creation
Client Intake & Onboarding
Collection and upload of supporting documents
Client Intake & Onboarding
Digital consent form collection and storage
Client Intake & Onboarding
Consent form reminders and digital storage
Client Intake & Onboarding
Creation of emergency contact and health records
Client Intake & Onboarding
Digital signature and document collection workflows
Client Intake & Onboarding
New client profile creation in management systems
Client Intake & Onboarding
Referral tracking and automated follow-up notifications
Client Intake & Onboarding
Scheduling intake assessments via calendar integrations
Client Intake & Onboarding
Welcome email/SMS with orientation details
Client Intake & Onboarding
Automated client registration forms and data entry
1
2
3
4
5
6
…
13
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 & Onboarding