Service businesses · Contracts & documents
Intake forms and consents signed before the visit
Medical history, GDPR consent or client identification forms go out with the booking, are signed on the phone, checked for gaps and filed under the client before they walk in.
- Avg. time saved
- 2–5 h/week· ≈ 15 h/month
- Rollout
- CoreDays 15–35
- Who it is for
- B2B and B2C service providers
In short
Intake forms and consents signed before the visit: Medical history, GDPR consent or client identification forms go out with the booking, are signed on the phone, checked for gaps and filed under the client before they walk in. It typically gives back 2–5 hours a week to whoever does this by hand today. Built for: B2B and B2C service providers.
Typical hours saved per week for the people doing this by hand today, from the 2026 report's ranges. The AI writes what that time makes possible.
Example
Comes in
A new patient books a first dermatology consultation for Monday
The AI
- Sends the history form and the consent link; checks that the allergy and medication fields are filled
Comes back
Signed PDF filed Saturday evening; the doctor gets a 5-line summary before the appointment; reception saves 12 minutes per new patient
Similar solutions
- Handwritten worksheet OCR digitisationA photo of the hand-filled, signed paper worksheet becomes a printable digital PDF protocol saved to the system.3–6 h/week
- Contracts and protocols filed by themselvesEvery incoming file is recognised, renamed to a standard name and filed in the right protected folder with the owner notified.2–5 h/week
- Maintenance certificates and warranty sheets written by themselvesAfter an annual boiler or AC service the certificate, refrigerant log and warranty sheet are generated from the worksheet data with serial numbers and measured values, and emailed to the customer the same day.1–3 h/week
- Missing client documents chased automaticallyAccounting and law offices spend hours asking clients for the same missing invoices, IDs and statements.2–5 h/week
Related terms
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