Complete and Accurate Intake Forms

Intake specialists create accurate and complete records for potential clients with the help of advanced features like address verification and built-in conflicts checks.

The scripted prompts ensure that anyone who answers your phone knows the right questions to ask. The prompts lead them through the qualifying process based on case type and instantly provide a lead score.

When the lead converts to a client, all the data collected transfers over to case management in one click so there is never a need for duplicate data entry.