
Client enquiry and service request
This sends the intake team the information needed to check fit, build a line-item quote, prepare a service agreement and plan safe onboarding.
Referral tracking
Tell us who referred you so we can keep the right people updated.
Quote-ready
Requested services, line items and estimated hours flow into the internal quote builder.
Safe onboarding
Consent, support needs and risk flags are reviewed before any services start.