Solutions

Eligibility screening, data clarity, and client follow-up made simple

Eligibility and Phone Screening

Fortell automates the first stage of intake and delivers consistent, accurate screening.

  • Phone and SMS screening
  • Multilingual interactions
  • ZIP code and agency routing
  • Age and income rules
  • Crisis pathways
  • Seasonal program changes
  • Appropriate referrals

Reduces call volume and prevents residents from being directed to the wrong agency.

Data and Evaluation

Fortell improves the quality and consistency of intake data.

  • Structured information collection
  • Clearer insights into community needs
  • Accurate reporting
  • Stronger evaluation outcomes
  • Data export options
  • System integration support

Better data means better decisions and stronger outcomes measurement.

Client Follow-up

Fortell automates communication with clients to keep applications moving.

  • Automated reminders
  • Document prompts
  • Appointment updates
  • Re-engagement messages
  • Multilingual support
  • Low-tech accessibility

Keeps applications on track without adding staff workload.

Programs Supported

One platform, many programs

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

Energy Assistance
Housing Services
Head Start & Early Childhood
Weatherization
211 Navigation
Coordinated Entry
Homelessness Prevention
Diversion Programs
Veterans Services
Reentry Programs
SNAP Screening
Multi-program Systems

See how Fortell can help your programs

Learn how the intake process works from start to finish.

Learn How It Works