Client Intake
Automation
From first contact to paid invoice — every step automated. Your staff stops being a manual relay system and starts focusing on the work that actually requires a human.
8–12 hrs
Average hours saved per week
$18K+
Annual staff time value recovered
< 4 wks
Typical implementation time
The process before us. And after.
Nothing changes about your business model. Everything changes about the work your team has to do manually.
8 manual steps. Every. Single. Client.
Customer calls or emails
Staff writes notes manually
Someone schedules the appointment
Forms sent and collected by hand
Follow-up emails sent manually
Invoice created and sent manually
CRM updated (if remembered)
Documents filed somewhere
Customer contacts you. Everything else happens.
New client inquiry captured automatically
Intake form sent and collected without staff input
Appointment scheduled based on real-time availability
Confirmation and reminder emails sent on schedule
CRM record created and updated automatically
Invoice generated and sent upon completion
Documents stored and linked to the client record
Follow-up sequence triggered without anyone touching it
What you get. Step by step.
Every engagement follows the same five-step delivery process. No surprises. No scope creep.
01
Discovery Session
We map your current intake process end-to-end and identify every manual touchpoint.
02
Workflow Map
You receive a visual diagram of exactly what will be automated before we write a line of code.
03
Implementation
We build and configure every automation on the TenK Platform — integrated with your existing tools.
04
Team Training
Your staff learns how the system works and how to handle exceptions in under 2 hours.
05
30-Day Support
We monitor, adjust, and support the system during your first full month of live operation.
Smile Design Studio reduced IT infrastructure costs by 45% — and achieved zero downtime during their cloud migration.
We automated their intake, migrated their EMR to the cloud, and integrated 3 new operatory stations post-acquisition. Their team stopped worrying about IT and started focusing on patients.
Read the Full Case StudyReady to eliminate your intake process?
Book a free 30-minute discovery call. We'll map your current process and show you exactly what can be automated.
Business Operations Automation for growing organizations. DMV-based. Nationally delivered.