AI Intake Agent and Intake CRM Portal

How This Saves You Money

Every hour of delay = delayed billing: A 2-3 day manual intake process costs you the first week of billable visits. At $150-$300/visit across 10-20 new clients/month, that's $120,000-$720,000 in delayed or lost annual revenue.

Nothing falls through the cracks: Two to three missed referrals per month at 20 hrs/week of care = $14,400-$43,200 a year walking out the door unnoticed.

Your marketers are flying blind: A marketer spending 30-40% of their time on status chasing instead of selling costs you $15,000-$28,000/year in pure inefficiency.

Are your marketers bringing in good business? One bad referral source draining $2,000-$5,000/month in marketer spend for 6 months before anyone catches it = $12,000-$30,000 gone.

Speed wins referrals: Intake staff spending 2-3 hrs per case on verification and document chasing = $13,500-$18,900/year in labor AI handles automatically.

Conservative estimate: $40,000-$80,000/year in recovered revenue, retained referrals, and intake labor redirected to higher-value work.

Actual savings vary by agency size, referral volume, payer mix, and current intake process. These figures are estimates based on common industry benchmarks and are intended for illustrative purposes only.