How Fortell Works

A simple, accessible intake journey for citizens and the agencies that serve them.

01
02
03
04
05
Step 01

Citizens connect

Citizens begin however is easiest for them — a call, a text, or the web. Fortell answers in their language, with no apps, logins, or hold queues.

Voice callsSMSWeb chat100+ languages
Step 02

Guided intake

Fortell walks each citizen through the right questions using agency-approved workflows. The experience feels like a friendly conversation, not a form.

Friendly conversationRight questions, right orderAccessible to everyone
Step 03

Information and documents

Citizens securely upload the documents needed for their application from any mobile device. Everything is automatically linked to their file — no email attachments or drop-offs.

Secure mobile uploadAny deviceAuto-linked to file
Step 04

Appointments and updates

Fortell schedules appointments, sends reminders, follows up on missing documents, and keeps citizens informed at every step so no one gets lost between visits.

SchedulingRemindersMissing-item follow-upStatus updates
Step 05

Staff review

Staff receive a complete, organized application — eligibility responses, uploaded documents, and client information — so they spend less time on paperwork and more time helping people.

Organized packetComplete documentationMore time with citizens

Multiple ways to connect

Citizens can access services through any channel that works for them.

Voice Calls

Natural conversation in 100+ languages, no technical skills needed.

SMS & Text

Simple text-based interaction that works on any phone.

Web Chat

Browser-based experience with no downloads required.

Ready to see it in action?

Schedule a demo to learn how Fortell can transform your agency's intake process and save valuable staff time.

Request a Demo