Every conversation Iris has had: its qualification, its summary, its follow-up status, where it stands. The people who run intake see all of it without asking anyone.
The whole intake, in one place.
A week of intake, at a glance, and what it becomes over a season.
Current as of the last message.
Conversations this week
Qualified
Awaiting follow-up
Conversations
Last 12 weeks
Built for the people whose job is intake, whatever their title.
Who sits in front of it.
Practice managers
Every lead, its status, and who acted on it. 'Did anyone get back to them?' stops being a hallway conversation.
Partners
What came in, what qualified, and how this month compares to the last, without waiting for someone to compile it.
Intake coordinators
Follow-up status at a glance: who has been contacted, who is waiting, and who is owed a message today.
Nothing lives in one person's head.
When intake lives in the dashboard, it survives vacations, turnover, and busy weeks. Every conversation stays attached to the lead it produced.
The dashboard is browser-based. Nothing to install, nothing to maintain. It works the same on a desk monitor or a phone.
See it with your own leads in mind.
We'll walk the dashboard end to end, from a first message to a qualified case to a closed loop. Then you'll know whether it fits how your firm runs.