The intake queue is blowing up, staff are hopping between forms, and someone is asking, again, “Can you tell me what happened?” The client pauses. You can hear the strain in the silence. Your team isn’t trying to be careless. The system is. When a person has to repeat their story across programs, partners, and […]
Your intake queue is already too long. Your staff is already doing triage with one eye on the clock and one eye on client safety. Then a privacy scare hits: a mis-sent email, a shared link left open, a spreadsheet copied to the wrong drive. The harm isn’t abstract. It can put a survivor at
Your intake queue is growing. A referral handoff breaks. A board report is due, and the numbers don’t match what staff see on the ground. Meanwhile, you’ve got plans: a new case management system, a refreshed intake flow, an AI pilot, a reporting fix that should have happened two years ago. But execution feels chaotic
It’s 4:47 p.m. on a Friday. Someone pings you, “Did we file the response?” Another person says they “had it on their calendar.” A third swears the hearing date changed. You can feel the room tighten, not because people don’t care, but because the process depends on memory, inbox searches, and personal calendars. For justice-focused
At 4:45 p.m., someone asks a simple question: “How many people did we actually serve this quarter?” The number doesn’t reconcile. Intake is in one place. Referrals are in someone’s inbox. Program notes are in a shared drive. The report is due tomorrow, and staff are already carrying too much. This is how the justice
You’ve seen the same story play out. A client calls legal aid organizations, then gets sent to a court help desk, then to a housing assistance partner, then back again. Each stop has its own form, its own script, its own waitlist, its own “can you tell me what happened from the start?” That’s not
It’s 4:45 p.m. The intake queue is still climbing. A partner emails, “We referred three people today, did you reach them?” Your team searches inboxes, a shared spreadsheet, and someone’s notes. No one can say, with confidence, what happened next. This is how trust leaks out of the system. Not because people don’t care, but
Your intake line is full. A client finally gets through, and you can hear the stress in their voice. You ask for proof of income, a lease, a notice, a case number, a copy of an ID. They say they have some of it, somewhere. You tell them to email what they can, and you’ll
The intake queue is exploding. Staff are doing the same steps twice. Someone prints a form “just in case,” then scans it, then emails it, then re-types it. Meanwhile, the applicant disappears halfway through because the process feels like a maze. A single front door intake fixes the first mile of your work. You choose
Single front door intake that stops drop-offs and boosts completed intakes in 60 days Read More »
It’s the end of the quarter, and the funder report is due. Your team is scrambling, trying to pull coherent data from scattered spreadsheets, old email chains, and a patchwork of systems that don’t talk to each other. This recurring fire drill isn't just a technology headache; it's a direct tax on your mission. For
Modernizing Intake and Referral Workflows in Legal Networks Read More »
