Case intake and onboarding gathers client information, verifies financial documents, and produces a proposed debt management plan. Manual handling means retyped data, chased paperwork, and delays between referral and a signed plan.
The automated version logs new referrals instantly, tracks document completeness, and drafts the budget snapshot and plan from verified figures. Clients move from referral to signed plan faster, with fewer gaps and less rework.
The full workflow, from trigger to completion.
A new referral email or web form submission lands in the intake inbox and starts the workflow.
The case is created automatically and a welcome email with the document checklist is sent.
Uploaded files in the client's folder are checked against the required checklist and flagged as complete or incomplete.
If documents are incomplete, a reminder email listing the exact missing items is sent.
Once documents are complete, income and expense figures populate a budget snapshot and draft plan, and a counseling session is booked.
A case manager reviews the auto-populated budget and plan for accuracy before it goes to the client.
The approved plan is sent to the client for e-signature.
Once signed, the case record is updated to closed-intake and a confirmation is sent to the client.
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