e-Intake

Smart, Secure, and Seamless Intake Management with Real-Time Alerts

At e-Intake.com, we’ve revolutionized how healthcare providers and attorneys receive client and patient intake forms. Our web-based, HIPAA-compliant intake forms can be filled out securely from any device—without requiring app downloads, logins, or account creation. Potential clients simply receive a secure URL via text message or email, allowing them to complete their forms at their convenience—from their couch, office, or even while watching TV.

Instant AI-Powered Lead Notifications

As soon as a form is submitted:

Admins and staff are instantly notified via

Email
Text Message (SMS)
AI Voice Call (optional for high-priority lead capture)

These AI-powered alerts ensure no opportunity slips through the cracks. Every new lead or inquiry receives attention in real-time.

Centralized Dashboard Access for Admins

In addition to receiving smart alerts, admins can securely log in to e-Intake.com at any time to:

Access all submitted electronic intake form.
Review appointment requests submitted via your website.
View and manage AI ChatBot inquiries.
Filter leads by date, source, or status.
Export and integrate with your EMR, EHR, CRM, or case management systems.

These AI-powered alerts ensure no opportunity slips through the cracks. Every new lead or inquiry receives attention in real-time.

Send Intake Links in Seconds

Your team can easily send personalized intake links to potential clients or patients via:

Email
Text Message
QR Code
Website links or ChatBot prompts

No logins or downloads required on the client side. Just tap, fill, and submit.

Smart Messaging & Stage-Based Notifications

The spine of e-Intake.com is its robust smart messaging system, which keeps everyone in the loop with stage-specific updates:

New lead received
Intake started / in progress
Intake completed
Signature received
Appointment scheduled
Follow-up reminders

These notifications can be fully customized and automated to suit your workflow.

AI That Works For You

e-Intake.com is more than just forms—it's your intelligent intake assistant. Our AI doesn’t just notify you—it empowers your team to work smarter, respond faster, and deliver an outstanding intake experience to your patients or clients.

How it Works