Challenge
01
Fragmented legacy systems with duplicated client data
02
Manual and inconsistent workflows across service teams
03
Limited visibility into client interactions and support plans
04
No integration with billing, scheduling, or compliance systems
05
Difficulty scaling as new companies were added to the group
Solution
Custom CRM platform built around the provider’s intake, assessment, documentation, plan-management, and case-management processes.
How we worked
01
Integrated scheduling, documentation, and compliance processes
02
Cloud-ready architecture for scale and long-term maintainability
03
Structured workflows for intake, assessments, and follow-ups
04
Centralized client records with role-based access
Result