How Fortell Works
A simple, accessible intake process built for complex systems
Residents call, text, or start online
Residents begin in whatever way is easiest for them. Fortell supports phone, SMS, and web interactions with voice and language options for more than 100 languages. No apps or logins required.
Eligibility and intake screening
Fortell guides residents through eligibility questions using agency-approved logic. It manages income and household details, ZIP code routing, age and crisis criteria, seasonal requirements, and conditional program logic.
Document collection
Fortell generates a personalized checklist and sends a secure link for residents to upload documents from their phone. Documents are organized automatically, reducing incomplete files and rebooking.
Appointment scheduling and follow-up
Fortell schedules appointments, sends reminders, helps residents reschedule, and follows up on missing documents. Agencies have saved months worth of work from automated scheduling alone.
Staff review
Staff receive a structured packet that includes eligibility responses, uploaded documents, and client details. This reduces administrative work and allows staff to spend more time engaging directly with clients.
Multiple ways to connect
Residents 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 youragency's intake process.
Request a Demo