No client selected
Pick a client from the left, or create a new one with the intake flow.
New client intake
New client intake
What's the client's name (or initials)?
Used to identify the client in your case list. Initials or pseudonyms are fine.
Step 1 of 5
What would help this client most right now?
Takes about a minute to capture.
Step 2 of 5
What's making this hardest for them right now?
Pick everything that applies.
Step 3 of 5
How urgent is this?
Helps surface what matters first.
Step 4 of 5
How does this client prefer to be communicated with?
Sets the tone for chat suggestions and scripts.
Step 5 of 5
What state is the client in?
Used to surface local programs where possible.
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One action — right now
Suggested next steps
Programs that may match
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