# SmartIntake

> SmartIntake is an AI agent for NDIS providers in Australia. It handles new participant enquiries and intake, drafts service agreements from the provider's template, turns support workers' shift notes into clear progress notes, prepares claims and plan-managed invoices and checks them against each participant's budget, helps fill rosters when a shift is cancelled, and keeps policies, training records and evidence organised for audits. Coordinators and managers approve every agreement, claim, roster change and incident decision. It never decides on a participant's supports and never reports incidents on the provider's behalf without a person.

## What the AI agent does
- [An AI agent that handles intake and service agreements](https://smartintake.com.au/services/service-agreements/): An NDIS service agreement sets out the supports a provider will deliver, the price, and how changes and cancellations work. The SmartIntake AI agent collects the participant's details from the referral, checks their plan dates and whether they are NDIA-managed, plan-managed or self-managed, and drafts the agreement in your template with the right support items. A coordinator reviews it with the participant before it is signed.
- [An AI agent that turns shift notes into progress notes](https://smartintake.com.au/services/progress-notes/): NDIS progress notes record what support was delivered, how it went and how it relates to the participant's goals. The SmartIntake AI agent takes each worker's shift note, written however they like, and turns it into a clear progress note in your format, linked to the participant's goals. It never adds anything the worker did not record, and it flags possible incidents for a manager.
- [An AI agent that checks claims before you send them](https://smartintake.com.au/services/ndis-claims/): NDIS claims and invoices must match the support delivered, the service agreement, the participant's budget and the price limits. The SmartIntake AI agent prepares claims for NDIA-managed participants and invoices for plan-managed and self-managed participants from delivered shifts, checks each line, and flags anything that would exceed a budget or limit. A person in your team approves and submits them.
- [An AI agent that fills cancelled shifts](https://smartintake.com.au/services/rostering/): NDIS rostering means matching support workers to participants' shifts, taking into account skills, screening, preferences and travel. When a shift is cancelled or opens up, the SmartIntake AI agent finds suitable, available workers who meet the participant's requirements, offers them the shift, confirms who accepts and drafts an update for the participant. A coordinator approves changes.
- [An AI agent that keeps you audit ready](https://smartintake.com.au/services/audit-evidence/): Registered NDIS providers must show auditors that they meet the NDIS Practice Standards, with policies, training records, agreements, notes and incident records as evidence. The SmartIntake AI agent keeps that evidence organised and linked to each standard, tracks training and screening expiry dates, and flags gaps months before the audit. Your managers stay responsible for compliance.

## Guides
- [AI agent for NDIS providers: a practical guide](https://smartintake.com.au/ai-agent-for-ndis-providers/)
- [Will AI replace support workers?](https://smartintake.com.au/will-ai-replace-support-workers/)

## Common questions
- What is an AI agent for NDIS providers? An AI agent is a digital admin worker for a disability support provider. It handles intake, service agreements, progress notes, claims checks, roster fills and audit evidence, with coordinators approving the important steps.
- How is it different from NDIS provider software? Provider software is where records live. An AI agent does the paperwork inside it and hands your team drafts and checks to approve.
- Who is SmartIntake for? Australian NDIS providers, both registered and unregistered, from sole traders to organisations with a few hundred workers.
- Does it make decisions about participants? No. Decisions about supports, risk and incidents stay with your people. The agent only handles the admin.
- Does it work with plan managers and self-managed participants? Yes. It prepares NDIA claims, plan-managed invoices and self-managed invoices in the right format.
- Is participant information secure? It works only in the systems you connect, logs every action and handles information under the Australian Privacy Principles.
- How much does it cost? A fixed monthly fee based on participants and services. Book a demo for a quote.

## Locations
- [AI agent for NDIS providers in Sydney, NSW](https://smartintake.com.au/locations/sydney/)
- [AI agent for NDIS providers in Melbourne, VIC](https://smartintake.com.au/locations/melbourne/)
- [AI agent for NDIS providers in Brisbane, QLD](https://smartintake.com.au/locations/brisbane/)
- [AI agent for NDIS providers in Perth, WA](https://smartintake.com.au/locations/perth/)
- [AI agent for NDIS providers in Adelaide, SA](https://smartintake.com.au/locations/adelaide/)

## Contact
- Book a demo: https://smartintake.com.au/book/
- Email: hello@smartintake.com.au