Systems Layer

Client Intake Modernization

Unified phone, email, and web-form intake into one structured request pipeline with consistent client confirmations.

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Project scope

Execution highlights

West Suburbs, IL Intake channels consolidated · CRM synced

Unified phone, email, and web-form intake into one structured request pipeline with consistent client confirmations.

Three intake channels reduced to one structured request format.
CRM, scheduling, and billing records stayed in sync automatically.
Clients received the same confirmation flow regardless of intake channel.

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