secure client intake

Stop asking clients to repeat their story, set up a single client facts record that feeds every program, reduce re-traumatizing repeats, and cut intake time in 30 days

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 […]

Stop asking clients to repeat their story, set up a single client facts record that feeds every program, reduce re-traumatizing repeats, and cut intake time in 30 days Read More »

A team learning about offboarding for self help services organizations

Access Control and Offboarding for Self Help Services Organizations (Secure Forms and Portals Without Friction)

Court self-help programs, navigator teams, and legal aid style nonprofits run on motion. Part-time staff. Pro bono partners rotating in and out. Interns who start strong, then disappear when school ramps up. Vendors who “just need access for a minute.” All of it under urgent deadlines that demand effective employee offboarding. The core security risk

Access Control and Offboarding for Self Help Services Organizations (Secure Forms and Portals Without Friction) Read More »

A team working on data privacy strategy for access to justice organizations

Data Privacy Strategy for Access to Justice Organizations (Protect Data Without Slowing Service)

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

Data Privacy Strategy for Access to Justice Organizations (Protect Data Without Slowing Service) Read More »

Stop sending clients on a scavenger hunt for documents, build a 10-minute eligibility packet that cuts follow-up calls

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

Stop sending clients on a scavenger hunt for documents, build a 10-minute eligibility packet that cuts follow-up calls Read More »

Intake That Doesn’t Lose People, Fix the 5 drop-off points, and stop re-asking the same questions

The intake queue is exploding. A partner is waiting for a referral that never arrives. Someone in need starts an application, then vanishes halfway through. By the time your team circles back, it’s too late, the moment passed, trust thinned, and your staff has another loose thread to track. A strong client intake process isn’t

Intake That Doesn’t Lose People, Fix the 5 drop-off points, and stop re-asking the same questions Read More »

Single front door intake that stops drop-offs and boosts completed intakes in 60 days

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 »

A team that has the correct access to justice technology solutions to help them accomplish their mission

Access to Justice Technology Solutions That Actually Reduce Wait Times (and Risk)

The intake queue is exploding again. A partner referral fell through because the handoff email went to the wrong place. A funder report is due, and the numbers don’t match what staff know happened on the ground. That’s the justice gap in day-to-day form: too many people need help, too few legal resources, and too

Access to Justice Technology Solutions That Actually Reduce Wait Times (and Risk) Read More »

From Chaos to Clarity: A Guide to Nonprofit Website Redesign for Legal Services

That website redesign you’ve been putting off is more than a cosmetic fix. It’s an operational upgrade. For a legal services nonprofit, this isn’t about chasing trends. It’s a strategic move to fix broken internal workflows, lock down sensitive client data, and build a reliable digital backbone for your mission. The truth is, your website

From Chaos to Clarity: A Guide to Nonprofit Website Redesign for Legal Services Read More »