Intake and document automation
AI that reads the forms, referrals and scanned paperwork you already receive and puts the details where they belong.
What it covers
- Intake and referral forms read into your case management system
- Scanned documents sorted and filed automatically
- Eligibility and missing-information checks before a caseworker sees the file
- Translation of client-facing documents, reviewed by a person
Best forAgencies where staff spend more time typing than serving.
- Less re-typing
- Faster intake
- Cleaner records