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Using your existing onboarding and client intake forms, Practice will capture all of the critical information a client shares during their onboarding process.
Based on how you've matched clients in the past, Client Match AI will learn your matching process based on previous form submissions.
Based on how you've matched clients in the past, Client Match AI will learn your matching process based on previous form submissions.
With all of the data collected via the intake form, Practice will use the sentiment of historical responses to suggest matches for clients with a member of your team. Ultimately, we'll produce a score and match rating so you know who's the best fit.
Practice will do the heavy lifting and take the manual work out of matching clients with your team. You're here to simply check our work ;)
Often times, one of the most time-consuming checklist items during client onboarding is the matching process. AI Client match will reduce the time it takes to onboard clients and streamline this critical workflow.
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If you have a large team or many variables in matching with clients, we can help you streamline this critical workflow.
Practice leverages historical matches based on form responses and the content created in your account by your team. This influences upcoming matches and drives the sentiment of the match score.
Right now, this feature is in beta! We're accepting early access requests here: https://practice.do/ai-match-access
Yes, to leverage AI matching, you'll have to agree to sharing with a third party. Ultimately, you must opt into this share - but Practice does not automatically share your data.
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