An AI agent that handles intake and service agreements.
New participants onboarded, agreements drafted.
In short
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.
Sound familiar?
- Referrals waiting days for a reply
- Intake forms chased by email
- Agreements built from scratch each time
How your AI agent does it
Respond
To the referral the same day.
Collect
Participant, plan and funding details.
Draft
The agreement in your template.
Review
A coordinator agrees it with the participant.
What changes for your organisation
- Faster responses to referrals
- Complete intake records
- Consistent agreements
- Coordinators focused on people
Questions
Can an AI agent write an NDIS service agreement?
It can draft one from your template and the participant's details. A coordinator reviews and agrees it with the participant before it is signed.
Does it check the participant's plan?
It records the plan dates, funding type and budgets you have access to, and flags gaps for your coordinator.
Does it handle easy read versions?
Yes, if you have an easy read template, it drafts that version too.
More work your AI agent does
An AI agent that turns shift notes into progress notes.
Clear, goal-linked notes from every shift.
An AI agent that checks claims before you send them.
Claims and invoices checked against every budget.
An AI agent that fills cancelled shifts.
Open shifts offered to the right workers, fast.
An AI agent that keeps you audit ready.
Evidence organised all year, not just before an audit.
