The intake clerkIntake and records
A new case, client or participant complete in your system.
- Monthly, cancellable
- In your own systems
- A human approves
Intake and records
The intake clerk
One job, start to finish
- Pulls what belongs in the file out of email, forms and attachments
- Creates it in your own system with the right fields filled in
- Checks what is missing and asks for it in a single message
- Files every later document against the right case
What you keep doing
You review the file and accept the case.
Where money leaks today.
Intake sitting for days, files that stay half complete for the rest of their life, and asking the client the same thing four times.
What we need.
Access to the intake inbox or form, and the fields that make a file complete.
What it costs€495 per month, after a one-day workshop (€4,950)
The other colleagues.
The receptionist
Answers, replies, books it in and passes it on.
See this colleagueThe mail handler
Reads the inbox, answers what it can and drafts the rest.
See this colleagueThe report writer
From voice memo to work order, report or case file.
See this colleagueThe order processor
Orders from email, PDF and Excel, ready as a draft in your ERP.
See this colleagueThe quote assistant
Faster quotes, built from your own calculation rules.
See this colleagueThe invoice checker
Recalculates every supplier invoice against the price agreement.
See this colleagueThe timekeeper
Hours worked on the right matter, before the month closes.
See this colleagueThe margin watcher
The estimate next to the actuals for every order, with an alert when it runs over.
See this colleagueThe document reviewer
Every document tested against your own rules, with the citation attached.
See this colleagueThe reporter
The recurring reports, on time and without the handwork.
See this colleagueThe stock watcher
Gaps between the system and the shelf, before they cost money.
See this colleagueIs this the work that comes back every day for you?
In half an hour you know whether this fits, what it costs and how we measure the result first.