How Clients Enter the System
Three ways to add clients: public intake form, manual entry, and CSV import.
Pipeline Stages
The stages a client moves through from first inquiry to active services or discharge.
Transition Gates
The 7 checkpoints that control when clients can advance between pipeline stages.
Intake Workbench
Your prioritized queue of everything that needs attention in the intake pipeline.
Contact Logging
How to record every outreach attempt and why it matters for the pipeline.
Hold & Snooze
Temporarily pause a client's pipeline progress or defer follow-up to a specific date.
Financial Counseling
How KeepSight tracks financial counseling requirements based on insurance triggers.