Smart Intake
Talk with the person you're helping. The form fills in as you go, and the coach flags anything you still need to ask.
We don't record or store your call. The transcript is never saved, and you confirm every field before it's added to Contacts.
Or type / paste notes
Intake coach0/11 captured
Ask next
What's your legal first name?
Still needed
- Legal first name
- Legal last name
- Birth month
- Birth day
- Birth year
- Home address
- City
- ZIP code
- Mobile number
- Household size
- Monthly household income
SNAP estimateNeed household size and income to estimate
Creates a DonorCardAI™ client card. You can keep editing after.
Intake coach0/11 captured
Ask next
What's your legal first name?
Still needed
- Legal first name
- Legal last name
- Birth month
- Birth day
- Birth year
- Home address
- City
- ZIP code
- Mobile number
- Household size
- Monthly household income
SNAP estimateNeed household size and income to estimate
Creates a DonorCardAI™ client card. You can keep editing after.