One Platform for Modern Human Services

Everything agencies need to automate conversations, improve data quality, and support citizens.

ReceptionistIntakeDocumentsSchedulingData
AI Receptionist

Answer every call, in any language

Fortell picks up on the first ring — day, night, or holiday — so no citizen is left waiting and no call goes to voicemail.

  • Answers every call
  • Multilingual
  • No hold queues
  • Frequently asked questions
  • Smart transfers
  • Always available
Incoming Call
00:14
(615) 555 · 0142
Answered · Spanish detected
Hola, soy Fortell. ¿En qué puedo ayudarle hoy?
Necesito ayuda con la factura de la luz.
Language
Español
Intent
LIHEAP
Route
Screening
Eligibility & Intake

Consistent, accurate screening

Fortell runs eligibility using your agency's approved logic, so citizens are routed to the right program on the first try.

  • Phone and SMS screening
  • Dynamic eligibility questions
  • Income verification
  • Household rules
  • Crisis pathways
  • ZIP and agency routing
  • Seasonal program logic
Live Screening
00:42
Hi, I'm calling about help with my heating bill.
I can help with LIHEAP. Can I get your ZIP code to check eligibility?
38401.
Program
LIHEAP
Agency
SCHRA
Status
Eligible
Document Collection

Complete files, without the back-and-forth

Every citizen gets a personalized checklist and a secure link to upload documents from their phone. Files land in the right place automatically.

  • Secure mobile uploads
  • Personalized document checklists
  • Automatic organization
  • Missing document reminders
Your document checklist
LIHEAP · Maria G.
3 of 4 complete
Proof of income.pdf
1.2 MB
Uploaded
Utility bill.jpg
820 KB
Uploaded
State ID.jpg
62%
Lease agreement
requested
Reminder sent
Secure mobile uploadAuto-linked to file
Appointment Scheduling

Fewer no-shows, fuller calendars

Citizens book, reschedule, and confirm on their own — with reminders that dramatically reduce no-shows and rebooking.

  • Appointment booking
  • Calendar integration
  • Rescheduling
  • Reminder messages
  • Reduced no-shows
Choose a time
August 2026
Available
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Tue Aug 19 · 10:30 AMConfirmed
9:3010:0010:3011:0011:301:00
Reminder sent 24h before↓ 38% no-shows
Client Communication

Stay in touch through the whole journey

Two-way messaging keeps citizens informed and engaged from first contact through service delivery and beyond.

  • Status updates
  • Reminder texts
  • Two-way messaging
  • Follow-up campaigns
  • Re-engagement
Fortell Reminders
SMS · Today
Delivered
Hi Maria — a friendly reminder to upload your proof of income by Friday to keep your LIHEAP application moving.
9:14 AM
Just uploaded, thank you!
10:02 AM
Got it ✓ Your appointment is confirmed for Tue Aug 19 at 10:30 AM.
10:03 AM
Response rate87% · +22 pts
Data & Reporting

Clean data, clearer decisions

Structured intake data flows into dashboards and exports built for funders, boards, and program teams.

  • Structured data
  • Reporting
  • Evaluation
  • Community insights
  • Data exports
  • Performance analytics
Intake by Program
2,847↑ 34% MoM
Last 30 days
94%Complete
LIHEAP42%
Housing24%
Head Start18%
Weatherization16%
Avg Intake
3:12
Referrals
612
Languages
27
Integrations

Works with the systems you already run

Fortell connects to case management, document storage, and HMIS so intake data flows where it needs to go — no duplicate entry.

  • CAP60
  • ClientTrack
  • EmpowOR
  • CAPTAIN
  • HMIS
  • Open APIs
Connected Systems
All in sync
F
CAP60
ClientTrack
EmpowOR
CAPTAIN
HMIS
Open APIs & webhooksNo duplicate data entry
Programs Supported

One platform, many programs

Citizens answer questions one time and Fortell routes them to relevant programs.

Energy AssistanceeBooks
Housing
Weatherization
Head Start
211
Coordinated Entry
Veterans Services
SNAP
Transportation
Multi-program Systems

See how Fortell fits your agency

Walk through the citizen journey and see the platform in action.

Request a DemoSee how it works