Client Intake Software vs. Manual Processes

Introduction

When it comes to client intake, there’s no better option than a software solution. Client intake software is easy to use and helps you save time. The best part? It also reduces errors and makes it easy for you to generate automated reports about your clients.

The Benefits

The use of automated software can immensely boost the flow of your workload and prevent the occurrence of mistakes and oversights to a high degree. Read on to learn more about the benefits of client intake software.

Easy to use

The first thing to know about client intake software is that it’s easy to use. It doesn’t matter if you’re a new employee or have been in the field for years, as long as you have basic computer skills and can type, you’ll be able to pick up this software quickly.

Client intake software allows for fast data entry and management. This means that your team can get through more cases in less time than if they were doing things manually with fewer mistakes. It also makes it easier for employees who may not know each other very well (for example, if one person is working remotely) because everyone has access to the same information at all times.

Another benefit of client intake tools is their ability to help users analyze their results more easily than would otherwise be possible without them; this helps organizations make better decisions moving forward regarding how best to serve clients’ needs across multiple stages throughout their journey toward satisfaction.

Save time

The first benefit of using client intake software is that it will save you time. Time is money, and if your team can save even just a few hours each week by using client intake software instead of manually entering data into spreadsheets or other systems, those savings add up quickly over the course of a year.

The second benefit is that these tools make it easier for you to manage all aspects of your client’s accounts from billing to reporting and compliance. This means less time spent on administrative tasks like data entry, which frees up more time for your team members who need it most.

Better control of your data

With software, you can create custom fields to capture the data you need. You can also use the software to generate reports and invoices based on those same fields. This allows you to see all of your client information in one place, which makes it easier for you (and others) to access information when they need it.

You can also use the software’s built-in contract generator tool or purchase order generator tool to create contracts or POs based on your system’s existing data collection processes saving time otherwise spent manually entering information into these documents.

Automated reporting

Automated reporting is one of the biggest benefits of using client intake software. Instead of manually inputting data and compiling reports on your own, you can get immediate access to all of your information through a web-based interface. This gives you insights into how many clients have been served, which services they’ve received, and how much money was spent on each transaction.

This data can be used in many ways:

• It can help improve efficiency by providing real-time feedback on what’s working well or not so well in your business processes; for example, if one department is consistently running late with their tasks but another department always finishes ahead of schedule, this would show up as an anomaly in the system and allow management to figure out why that might be happening so they can make adjustments accordingly if necessary (e.g. by shifting some responsibilities around).
• Automated reporting also makes it easier for managers at different levels within an organization to share information quickly without having direct contact with each other (e.g. if someone has questions about something related directly back up from theirs).

Client Intake Software reduces errors

The client intake software you use should be able to reduce errors in the process. The more steps you have to go through, the greater chance there is for human error. This can lead to inconsistent data and reporting, which can cause problems when it comes time for billing and reimbursement.

Client intake software also helps with consistency because it’s automated, so everyone who uses it follows the same steps each time they interact with a new client and this means that there will be less room for personal bias or judgment calls on behalf of staff members who are working with clients (or even just entering their information into an excel spreadsheet).

Finally, client intake software reduces risk by eliminating paper processes; no more stacks of forms waiting around until someone has time to enter them into your system!

Don’t know which client intake software is best for you?

If you’re looking for the right client intake software, here are a few things to consider:

• Is the software easy to use? If it’s too complicated or confusing, it won’t be as efficient.
• How much does it cost? Some software can be expensive while others are free or low-cost. You may also need to pay monthly fees after purchasing a license if your business is growing quickly and needs more features than what came with the initial purchase price (or if multiple users will use this tool).
• Does this program integrate well with my current systems? This will help make sure everything flows smoothly throughout the whole process of using this service from start to finish!

We recommend trying RunSensible free trial to see if it’s right for your business! If you have any questions about RunSensible, please feel free to comment below and we’ll be happy to answer them as soon as possible.

Conclusion

We hope this article has helped you understand the benefits of client intake software. If you’re looking for a way to streamline your business processes, then it’s time to consider adopting a software solution. If you have any questions about what we offer or how it could benefit your practice, please reach out to us today! Our team would love to help guide you through this decision process and find the perfect fit for your needs. Make sure to contact us at support@runsensible.com.

FAQ

1. What questions am I supposed to include in my client intake form if I intend to make one?

We have an entire article discussing the essential questions that should be included in a client intake form.

2. Do I need to hire someone to design my automated client intake program?

No, you don’t! With the help of Runsensible, you fully automate the intake process very easily.

3. Is this type of client intake accessible to everyone?

Absolutely! Existing within a secure cloud-based environment allows you to send forms to potential clients all over the world while also keeping their personal information safe from malicious activity.