SmartIntake provides an AI‑driven platform that automatically captures and structures conversation notes for professionals, allowing them to focus on client interaction. The system understands domain‑specific terminology, generates accurate reports with over 95% precision, and offers real‑time compliance guidance during calls, integrating seamlessly into existing workflows for both individual specialists and large organizations.
Funding
Funding not disclosed
Founders
Product
Problem
Professionals such as therapists, psychologists, recruiters, and other specialists must split their attention between client conversations and manually documenting those interactions, which is time‑consuming, error‑prone, and can lead to missed compliance items.
Solution
SmartIntake offers an AI‑driven platform that listens to live conversations, automatically generates structured reports in the user’s own templates, and creates follow‑up actions such as email drafts, to‑do lists, or proposals. The AI is fine‑tuned on industry‑specific terminology, delivering over 95 % accuracy while providing real‑time compliance checklists displayed on the screen. Generated reports and actions are delivered within minutes and can be exported via flexible APIs to existing EPD, CRM, or other software. The service is delivered as a web‑based application with optional team credit pools, requiring no installation or extensive training.
Target Audience
Primary users are individual and organizational professionals in health, wellness, and human‑resource fields—such as physiotherapists, psychologists, occupational physicians, recruiters, and dietitians—who need accurate, compliant documentation of client interactions.
Features
- Real‑time audio capture and transcription with domain‑specific language models achieving >95 % accuracy
- Automatic formatting of transcripts into profession‑specific templates, including populated sections and required fields
- Live compliance assistance that flags mandatory discussion points and checklist items during the conversation
- One‑click generation of follow‑up artifacts (e‑mail drafts, task lists, quotes) based on the captured content
- Certified security (ISO 27001, NEN 7510) and GDPR compliance, with data retained in Europe and deleted after processing
- Integration via RESTful APIs to major EPD/CRM systems (e.g., Intramed, FysioManager, Visma) and custom connectors
- Team credit management allowing shared usage without contracts; credits never expire and unused credits carry over