Client Intake
The Problem
Every new client means the same information collected again, by phone, by email, sometimes twice, before anyone can actually start the work.
Current Process
- Client calls or emails to get startedPerson
- Staff asks standard intake questionsPersonManual
- Notes typed into a documentPersonManual
- Client emails documents over several daysPersonManual
- Staff chases missing itemsPersonManual
- Manager reviews and assignsPersonManual
- Details re-entered into the system of recordCRMManual
Automated Process · Simulated Demonstration
Client opens smart intake
Waiting · Person
AI collects information conversationally
Waiting · AI
Documents requested and checked automatically
Waiting · AI
Complete record routed to the right person
Waiting · CRM
Team reviews a ready file and begins work
Waiting · Person
Checking the Live Connection
Business Impact
The team's first contact with a new client starts from a complete, organized file instead of a blank form, and nobody re-keys anything.
Steps
7 down to 5−2
Manual Handoffs
6 down to 0−6
- Intake questions and document lists come from your existing process.
- Human review remains before work begins. AI organizes, people decide.