Create consultation record and update client profile records
Create consultation record and update client profile records
Your consultation form responses lack unified client context, leaving coaches unprepared. You receive transcripts, updated client profiles, and team alerts so follow-up happens same day.
Overview
Stop losing session context between intake forms and client files; this flow centralizes transcripts, updates client records, and pings the assigned coach. Program coordinators and coaches get full client context within minutes so proposals and follow-up happen same day.