Online intake
A form clients fill in on their phone, sent straight to the software you already use.
Who we help / Offices and clinics
Insurance, bookkeeping, real estate, law, small clinics
Less retyping, less chasing, fewer "just checking in" emails
Small offices lose hours moving the same information from forms to email to software. We connect the pieces so it's typed once.
Where the week goes
- Retyping intake forms into your system
- Phone tag to set appointments
- Chasing clients for documents and signatures
- The same questions by email, every week
- Month-end reports put together by hand
Start with one
Most offices start with intake: one online form that fills in your system, so nobody types it twice.
What we'd set up
Information typed once, and things that chase themselves
Booking without phone tag
A link with your open times, plus reminders, so appointments stick.
Documents that chase themselves
A checklist for each client, a secure upload link and polite reminders until it's complete.
Draft replies
Answers to the common emails drafted from your own past replies, waiting for you to check and send.
Status updates
Clients get a short note when their file moves forward, so they don't have to ask.
Month-end in one click
The numbers you pull every month, gathered into one report.
Works with what you already use
Microsoft 365 or Google Workspace, QuickBooks, and the software your field runs on. We connect what you have before suggesting anything new.
Private information stays private
- Client files stay in the systems you already trust
- For clinics, health information stays in systems built for it
- You decide who sees what, and we write it down
Questions
What office managers ask
Is client information safe?
We keep it where it already lives and connect to it with the least access the job needs. Nothing private is pasted into chat tools.
We already have practice or agency software. Will this replace it?
No. We fill the gaps around it, like intake, reminders and reports.
Can you work with our IT person?
Yes. We'll write down what we set up so your IT person can look after it too.
Free walk-through
An hour with us, a list you keep
We come by, watch a normal hour of your day and ask where the time goes. You keep a written list of the three things most worth fixing, whether you hire us or not.
- No cost and no sales pitch
- A fixed price for anything you want us to build
- Small fixes first, so you see it pay off