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Smart Client Intake
Smart Client Intake
Smart Client Intake

About the Course

Description: In this course, you’ll learn how Smart Intake transforms client information gathering into a smooth, automated, and reliable process. From sending the first request to kicking off work with task templates, you’ll learn how to collect everything you need once, up front—and get your team working faster with far less manual effort.

Prerequisites: None.        |           Estimated Time:  30 minutes

Learning Objectives:

✅ Explain how Smart Intake reduces delays and manual follow-ups

✅ Create and send AI-powered document checklists tailored to each client

✅ Set up an Engagement with a task template tied to it

Course Categories

Client Management
Smart Intake
Course Progress
Not started
Enroll
Course Outline
  1. Introduction to Smart Intake
    1. Course Overview
    2. What Is Smart Intake?
    3. Why Smart Intake Matters
  2. Start Smart with an Engagement
    1. Why Engagements Matter
    2. Let's Build an Engagement
    3. Pricing using Packages
    4. Add Packages to an Engagement
    5. Engagement Client Experience
    6. Add a Task Template to an Engagement
  3. Scope with Questionnaires
    1. What is a Questionnaire?
    2. Level up with Smart Questionnaires
    3. Customize a Questionnaire Using AI
    4. Add a Questionnaire to a Task Template
  4. Collecting Documents the Smart Way
    1. Smart Document Checklists
    2. Create and Send a Document Checklist
    3. Smart Document Checklists
    4. Document Checklist Client Experience
    5. Add a Document Checklist to a Task Template
  5. Documents that Manage Themselves
    1. Document Renaming and Organization
    2. Setting Up AI-Powered Document Renaming
    3. Rename Files Using AI
  6. Review and Ready to Work
    1. Review and Start Work
    2. Wrapping up Intake
  7. Quiz
    1. Smart Intake Quiz
    2. New activity
  8. Course Complete
    1. Course Feedback
    2. Learn More
course
Smart Client Intake
Smart Client Intake
Course Progress
Not started
Enroll

About the Course

Description: In this course, you’ll learn how Smart Intake transforms client information gathering into a smooth, automated, and reliable process. From sending the first request to kicking off work with task templates, you’ll learn how to collect everything you need once, up front—and get your team working faster with far less manual effort.

Prerequisites: None.        |           Estimated Time:  30 minutes

Learning Objectives:

✅ Explain how Smart Intake reduces delays and manual follow-ups

✅ Create and send AI-powered document checklists tailored to each client

✅ Set up an Engagement with a task template tied to it

Course Outline
  1. Introduction to Smart Intake
    1. Course Overview
    2. What Is Smart Intake?
    3. Why Smart Intake Matters
  2. Start Smart with an Engagement
    1. Why Engagements Matter
    2. Let's Build an Engagement
    3. Pricing using Packages
    4. Add Packages to an Engagement
    5. Engagement Client Experience
    6. Add a Task Template to an Engagement
  3. Scope with Questionnaires
    1. What is a Questionnaire?
    2. Level up with Smart Questionnaires
    3. Customize a Questionnaire Using AI
    4. Add a Questionnaire to a Task Template
  4. Collecting Documents the Smart Way
    1. Smart Document Checklists
    2. Create and Send a Document Checklist
    3. Smart Document Checklists
    4. Document Checklist Client Experience
    5. Add a Document Checklist to a Task Template
  5. Documents that Manage Themselves
    1. Document Renaming and Organization
    2. Setting Up AI-Powered Document Renaming
    3. Rename Files Using AI
  6. Review and Ready to Work
    1. Review and Start Work
    2. Wrapping up Intake
  7. Quiz
    1. Smart Intake Quiz
    2. New activity
  8. Course Complete
    1. Course Feedback
    2. Learn More

Course Categories

Client Management
Smart Intake