Say goodbye to paper forms and outdated intake methods. At e-Intake, we bring next-gen automation and convenience to your client or patient onboarding experience.
Whether you're a medical practice, chiropractic clinic, rehab center, or a law firm handling personal injury or worker's compensation cases—our intelligent, web-based intake system makes the registration process faster, smarter, and more secure.
Your clients don’t need to download any app or remember another password. They receive a secure, personalized link via text or email, and complete their forms instantly from anywhere—their couch, office desk, or even while watching TV.
With smart auto-fill, field memory, and form saving features, our system drastically reduces the time it takes to complete registration. No more redundant entries or paperwork delays.
Admins receive instant alerts when new forms are submitted. Whether via email, text message, or AI voice call, you’re always in the loop. Alternatively, log in to your e-Intake Admin Dashboard to view all new leads, track statuses, and respond quickly.
From HIPAA-compliant medical history forms to case intake for law firms, we convert your current paperwork into smart digital forms with e-signature support, dynamic questions, consent management, and more. Use your own forms or our ready-to-go templates.
Need to register a new client after a phone call? With one click, your staff can send the appropriate intake form via SMS or email—turning a lead into a registered client in minutes.
Streamline your front desk. Reduce no-shows. Ensure insurance and clinical history data is accurate and timely. Free up your staff to focus on care, not paperwork.
Whether you're handling personal injury or workers' compensation, get full, signed client intake forms before the consultation—so your team is always ready to move fast.
No printing. No scanning. No stress. Just click the link, fill the form, and you're done—on your own time, in your own space.
e-Intake helps you eliminate errors, save time, protect data, and convert more leads—faster. It’s time to modernize your intake process with a bulletproof AI-driven platform that works as hard as you do.