Intake Improvement: Assessment, Design, Implementation

Intake is the gateway to the services you offer clients. Conducting an assessment of your current intake processes, followed by process improvement and redesign helps ensure that your intake process is as welcoming and streamlined as possible for your clients. A well-designed intake process can also improve job satisfaction for your staff and improve your program’s capacity to speak to more clients.
See How We Can Help
1. Mapping out Goals and Deliverables
plus icon

A2J Tech works closely with leadership and the coordination team to understand goals, deliverables, timelines, and other important details, then provides recommendations on how to proceed with the project. 

2. Information Gathering
plus icon

We provide project planning, project management and meeting facilitation to ensure that the project stays on timeline and on budget.  We also help to ensure that the various “moving parts” and subprojects stay coordinated on track to the final goal. 

3. Technology Assessment
plus icon

Leveraging the knowledge and experience gained from working on several intake coordination projects, A2J Tech helps with process mapping, technology assessments, information gathering, user experience design, and more to provide recommendations for overall project design and implementation

4. Recommendations
plus icon

During the implementation, go live, and reporting phases, A2J Tech continues to provide project support, financial and grant progress reporting, implementation expertise and other services your group needs to ensure a successful project.  

5. Support and Implementation
plus icon

During the implementation, go live, and reporting phases, A2J Tech continues to provide project support, financial and grant progress reporting, implementation expertise and other services your group needs to ensure a successful project.  

Learn how A2J Tech supports
Intake Assessment Projects

Illustration of man next to icons of a project lifecycle

Learn how A2J Tech supports Coordinated Intake Projects

illustration of people using a whiteboard
1. Mapping out Scope and Deliverables
plus icon

A2J Tech works closely with leadership and the coordination team to understand goals, deliverables, timelines, and other important details, then provides recommendations on how to proceed with the project. 

2. Facilitation and Project Management
plus icon

We provide project planning, project management and meeting facilitation to ensure that the project stays on timeline and on budget.  We also help to ensure that the various “moving parts” and subprojects stay coordinated on track to the final goal. 

3. Information Gathering and Recommendations
plus icon

Leveraging the knowledge and experience gained from working on several intake coordination projects, A2J Tech helps with process mapping, technology assessments, information gathering, user experience design, and more to provide recommendations for overall project design and implementation.

4. Complete Project Support
plus icon

During the implementation, go live, and reporting phases, A2J Tech continues to provide project support, financial and grant progress reporting, implementation expertise and other services your group needs to ensure a successful project.  

We can also help transform your implementation and change management processes

A2J Tech leverages the knowledge and experience gained from working with numerous legal aid organizations on intake processes to help with implementation and change management processes, including:

  • Online Intake

  • Project Management

  • Implementation Support

  • Technology Assessment and Recommendations

  • Workflow integrations, Including Case Management Systems

  • Back Scheduling Solutions

  • Customized Training and Documentation

  • Tools, Training, and Templates

Interested in partnering with us on a project? Get in touch!