Turn messy client intake into a tidy, automatic workflow.
Intake Automation takes the repetitive admin of onboarding a new client or enquiry — capturing the right details, putting them in the right place, and kicking off the next step — and makes it tidy and automatic. Your team stops re-keying and chasing, and nothing falls through the cracks.
Typically live within 1–2 weeks of the discovery call. · Fixed-price, scoped on your free discovery call — no hourly surprises, no obligation.
Intake is where small teams quietly lose time and leads: details captured in three different places, manual re-keying, follow-ups forgotten. It's all repetitive, and it's all automatable.
Who it's for: NDIS providers, clinics, agencies and small businesses with a steady stream of new clients or enquiries.
Map
We map how intake works today and where it leaks time.
Automate
A tidy workflow captures and routes the details automatically.
Track
Task-tracking so follow-ups never slip.
Hand over
Your team owns and runs it, with us on call.
- Mapping your current intake (where details go, what's manual)
- An automated workflow that captures and routes intake cleanly
- Task-tracking so nothing gets dropped
- Secure handling of the personal data involved
- Training and a plain-English handover
Intake is pure repetitive admin — exactly the kind of work AI should take off your plate. We map how it works now, automate the grind, and make sure nothing slips, so your people can get on with looking after the client.
We handle sensitive personal data. Is that OK?
Yes — we handle it securely and in line with the Australian Privacy Principles, scoping access to only what's needed. This matters especially for NDIS and health intake.
Will it fit the tools we already use?
We map your existing intake first, so the automation fits around your tools rather than forcing a new platform on you.
What if our process changes?
We train your team to adjust it, and we're on call. The point is to leave you in control, not dependent.
05 — The ask
Time to turn the pageReady to scope your Intake Automation?
A free discovery call — we'll confirm it's the right fit and give you a fixed price.
“Aaron walked our non-techy staff through it so we can manage it ourselves.” — Jessica Hill, Interplast Australia & NZ