Counseling Practice Intake
Therapy Intake Form and Client Portal for Small Practices. An intake form with a wellbeing score, therapist matching, an urgent alert and a private client portal for appointment requests. Free to clone.
Counseling Practice Intake is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 6 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Intake Helper and Practice Welcome Helper. Its automations include Match new inquiries, Weekday inquiry follow-up and Alert the office about client messages.
by @taskade
What you can do with Counseling Practice Intake
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Counseling Practice Intake works
- Match new inquiries: when an inquiry is added, then Assess urgency and match and Save matching draft.
- Weekday inquiry follow-up: when Weekdays at 8 AM, then Find new or waiting inquiries and Prepare inquiry list.
- Alert the office about client messages: when a client sends a message, then Email the office.
Built with Taskade Genesis
- Category: Forms
- AI agents: Intake Helper, Practice Welcome Helper
- Automations: Match new inquiries, Weekday inquiry follow-up, Alert the office about client messages
- Workspace: 6 projects, 2 AI agents, 4 automations