Easy Intake: AI-powered data integration — SMS, Call, WhatsApp, Chat → PDF, CRM, API

Technology & Integrations

AI-Powered Data Integration

Easy Intake transforms unstructured human communication — in Spanish, English, or any language — into structured, actionable data for legal, insurance, healthcare, and property management systems.

Lead Journey Flow

From first touch through AI structuring to CRM, PDF, and API.

Open the Journey Map →

Input Channels

SMS & Text

Native support for English, Spanish, 100+ languages. Asynchronous, low-friction capture.

Voice & Calls

Real-time speech-to-text. Call recording integration.

WhatsApp

High adoption in Latino communities. Verbal and text intake, thread continuity.

Web Chat & Forms

Embedded widgets and forms. Unified data model across channels.

Output Integrations

CRM PDF Web Forms API GoHighLevel

Auto-populate CRM fields from extracted intake data. Generate PDFs and intake summaries. REST API and webhooks for real-time routing and workflow triggers.

GoHighLevel Integration

Easy Intake works with GoHighLevel. GHL handles SMS, email, WhatsApp, and call recording. Easy Intake adds AI structuring: transcription, extraction, CRM/PDF population without rebuilding GHL's communication stack.