Forms, replaced.
Conversations, structured.
Replace incomplete digital forms with natural voice or SMS conversations — cleaner data, higher completion rates, structured for your EHR or CRM.
Single-location practices and enterprise operators both need better intake. We build for both.
Intake that actually gets completed.
- Natural conversation beats static forms every time
- Higher completion rates across every channel
- Cleaner structured data — no more illegible handwriting or half-filled fields
- Multi-channel intake — voice, SMS, or embedded web flow
- EHR or CRM-ready output, written directly to the record
One intake standard. Every site.
- Consistent intake experience across every site or office
- Compliance posture for regulated data (HIPAA, PII, financial)
- Dynamic branching by service line, practice area, or region
- Dashboards on completion, drop-off, and data quality
- Enterprise data governance, SSO, and audit trails
"Our intake calls used to take 15 minutes with a paralegal on the line. Innova's intake agent runs the same conversation, captures everything structured, and hands us the case file ready to review. Our team spends time on the work that actually needs a lawyer."
Four capabilities, one intake stack.
Multi-Channel
Voice, SMS, or web — meet your clients where they are, with the same structured outcome on every channel.
Dynamic Branching
Questions adapt based on earlier answers. No dead-end forms, no irrelevant fields — just the data you actually need.
Data Validation
Bad inputs caught and corrected in the moment — before they hit your system. Clean records, every time.
EHR / CRM Sync
Clean, structured records land in your EHR or CRM ready for your team — no manual re-entry, no copy-paste.
Inside Optimization: How Co-Pilot Works.
Our Co-Pilot system reviews every call, text, and intake — scoring transcripts, sentiment, intent, and outcomes against your success criteria. Weekly model retraining. Script refinement. Workflow tuning.
Intake data, protected end-to-end.
Intake data carries the same security and compliance posture as the system it's going into.
HIPAA-Ready
Intake flows built to HIPAA standards. BAA available for healthcare and regulated deployments.
Encrypted Data
End-to-end encryption in transit and at rest. Every conversation protected from capture to storage.
Access Controls
Role-based access, SSO support, and full audit trails on every record and every user.
U.S. Data
Recordings, transcripts, and intake records stay in U.S.-based infrastructure.
Signed agreement to live intake — under 3 weeks.
Discover
Map intake flows and data requirements — every field, every branch, every downstream destination.
Build
Build, train, and validate against real scenarios. Every edge case exercised before a single client touches the system.
Launch
Launch with supervision and data integrity checks. Completion and drop-off tuned against live data from day one.
Ready to replace your intake forms?
Book a 30-minute call. We'll map your current intake flow and scope a deployment that captures cleaner data in less time.
Book a Call →