The Digital Front Door for Streamlined Intake, Enhanced Service Access, & Stronger Client Engagement

Presented by Kelly Naylor, Provisio Senior Product Manager

Manual intake processes and disconnected service systems can create frustrating barriers for clients in need. But with Provisio’s Digital Front Door—built on Salesforce—agencies can offer a seamless, accessible self-service portal that empowers clients to explore, apply for, and receive services more efficiently.

In this session, you’ll explore:

• How the Digital Front Door provides a modern, mobile-friendly portal for checking eligibility, applying for benefits, and requesting services

• How agencies can reduce intake burdens by configuring pre-populated applications, guided workflows, and electronic signature capture

• How clients can browse service providers, filter by location or care type, and submit direct inquiries—all from a single platform

• How requests for services like counseling or job coaching can trigger instant case creation and referral routing within Salesforce

• How unified client records and real-time status tracking improve coordination across programs

Watch the demo now and discover how your organization can enhance access, improve engagement, and accelerate service delivery through a client-centered digital experience.

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