How Fortell Works
A simple, accessible intake process built for complex systems.
Citizens call, text, or start online
Citizens 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 citizens 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 citizens 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 citizens 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 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