Client intake
Type, paste or record a client's situation in any language. Claude pulls out the facts, then the page checks them against your programs' eligibility rules, shows exactly why each program fits or doesn't, lists what to ask next, and writes the client's next steps in their own language.
Calculated by the page from your program rules. ✓ meets the rule · ✗ doesn't · ? information missing.
How much the household's income could rise before it loses each program, and what a change would do. A raise that costs more in lost help than it adds is a "benefits cliff."
| Program | Income limit | Room before the limit | If income changes |
|---|
| Date | Priority | Needs | Referrals and outcomes | Status |
|---|
Covers intakes dated in the last 7 days. "Unmet needs" are needs where no program fit; they show where your community has gaps, which funders and grant reports often ask about.