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Intake and routing systems

Forms, call flows, and qualification logic that move a consumer from first contact to a completed outcome.

Ironstark builds the systems between first contact and hand-off. Intake forms and call flows ask the questions the client needs answered, in an order that keeps people engaged, and save the answers in a structured form.

Qualification logic applies the client's rules consistently. Document collection and e-signature are built into the same flow, so a qualified contact can finish the process in one session.

Process

How it works.

  1. Step 1: Map the questions

    The client's qualifying questions are put in an order that keeps people engaged.

  2. Step 2: Build the flow

    Forms and phone menus capture answers as structured data.

  3. Step 3: Apply the rules

    Qualification and routing rules run the same way on every record.

  4. Step 4: Close the loop

    Documents and e-signatures are collected in the same flow, and status is tracked to outcome.

Deliverables

What clients get.

  • Intake forms and phone call flows
  • Qualification and routing logic
  • Document collection and e-signature
  • Status tracking from contact to outcome

Industries

Where it runs.

FAQ

Questions.

Can intake run on our existing systems?

Yes, where those systems allow it. Flows can post to an existing CRM or case or patient system.

Can a consumer finish in one session?

That is the goal. Qualification, documents, and signature are designed to happen in one sitting.

See also

Related capabilities.

  • Contact center and intake

    Our own U.S. call center, staffed in-house, running on call center technology we built.

  • CRM and automation

    CRM builds and integrations that keep media, intake, and outcomes in one record.

  • Lead distribution

    Rules-based routing that sends each record to the right buyer or team in real time.