Client intake with consistent scoring and routing
Professional service firms often need to evaluate fit, urgency, risk, readiness, and next steps before accepting or routing a request. ScoreSentry turns intake answers into a structured result that can be reviewed by the right person.
Common workflow goals
- Collect consistent information from prospects or clients.
- Score fit, urgency, risk, readiness, or escalation need.
- Flag answers that require review before acceptance.
- Route matters to the right team member or provider.
- Document intake results for future reference.
Why it fits ScoreSentry
Client intake is often repetitive but judgment-heavy. ScoreSentry provides structure without pretending to replace the human decision-maker.