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Client Work

An intake system that routes itself.

New inquiries get a clear path forward, automatically.

Private practice intake system
The Gap

New inquiries arrived with no clear next step — manual follow-ups, missed handoffs, and no sense of where leads were actually coming from. The work of intake was happening, but by hand, every time.

What I Did
  • →Built routing so new inquiries went the right way on their own.
  • →Automated the onboarding touches that used to be manual.
  • →Added source tracking to see where leads come from.

Still chasing intake by hand?

If new inquiries depend on you remembering the next step, a system can carry that for you. Let's build one.

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