Streamlined and simplified intake forms.
With the help of advanced features like address verification and built-in conflicts checks, your staff can create correct and accurate intake forms for potential clients.
The software’s scripted prompts ensure that anyone who answers your phone knows the right questions to ask. The prompts lead them through the qualifying process and instantly provide a lead score.
When the lead converts to a client, all the data collected transfers over to case management. This happens in one click, so there is never a need for duplicate data entry.