Intake Systems
Beautiful, multi-step intake forms that build trust on the surface while the system quietly handles emails, routing, and data behind the scenes.
Concierge Medicine Intake Flow
A multi-step intake that replaces long email chains and scattered PDFs.
Multi-step patient intake form for concierge medicine.
- Patients move through clear sections instead of one overwhelming wall of questions.
- They can pause and return without losing progress.
- Every submission appears in one place for the care team instead of getting lost in inboxes.
- It is easier to prepare for each visit and follow up afterwards because the information is structured and complete.
- Staff spend less time chasing missing details because the form guides patients to provide what is needed the first time.
- The practice can safely grow its panel without adding the same amount of paperwork.
Restaurant Team Applications
A simple application flow that gathers all restaurant job applicants in one place.
- Applicants submit one clear form instead of emailing resumes and details in different formats.
- Automatic emails confirm that an application was received and share next steps.
- Every application appears in one central list, so owners do not have to search through inboxes.
- Follow-up is faster because the team can filter and review candidates from a single view.
- It is easier to keep a steady hiring pipeline because the team can see who is new, who is interviewing, and who was hired.
- Seasonal hiring is less stressful because everything needed to staff up lives in one place.
Employee application form that replaces scattered email threads.
Student Intake for Tutoring Programs
One intake flow that gathers student details and keeps them organized in a single database.
Student intake that feeds a simple student database.
- Families share goals, test dates, and availability once instead of in separate emails and calls.
- Each new student is added automatically to a simple database that staff can search and filter.
- Automatic emails confirm next steps so families know what will happen after they submit.
- Coordinators can quickly see who has applied, who has been contacted, and who still needs follow-up.
- Tutors start with a clear picture of each student, so sessions can focus on learning rather than paperwork.
- Leadership can spot trends in who is applying and where extra support or new offerings might be needed.
Ready to Streamline Your Workflow?
Tell us what’s slowing you down. Whether you need help with intake, client management, or automation; we’ll refine what you have, replace what you shouldn’t keep, and bring everything together into one smooth, reliable system.