Service

Intake

New client and new patient intake by voice and texted form, consent, verification, record creation.

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Business types
117 of 237
Live in
5 business days

On the call

01

Collects

Takes the details your file needs, in the order your intake asks for them.

02

Texts a form

Sends a secure form for anything better typed than spoken.

03

Records consent

Captures it and reads back what was agreed.

04

Writes the record

Creates it in your system.

The order is enforced

Not a script the agent is asked to follow. Until a step has run, the next one does not exist as far as the agent is concerned, and a step that fails does not unlock anything.

  1. 01Texts a short formFor the details that are painful to say out loud.
  2. 02Reads them backLocked until the form was sent, so it never reads back something it did not receive.

Where it fits

Health and allied health, NDIS, disability and aged care, Legal and professional services, Real estate and property, Education and childcare

  • NDIS service providers
  • Family lawyers
  • GP clinics
  • Childcare centres
  • Property managers
  • Migration agents

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September 2026

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