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REDSTRIPESMEDIA

Charities and advice

Every question asked before you meet.

Websites with smart client intake. Clients share their details through a simple online form, and the information goes straight to advisers, so every appointment starts fully prepared.

How it works

From the form to a prepared adviser.

  1. 1

    The client fills in the form

    A short, clear set of questions, written with advisers, in plain and kind language.

  2. 2

    The questions adapt

    The next question depends on the last answer, so people only see what is relevant to them.

  3. 3

    A summary is ready

    Advisers receive an organised summary they can review before the meeting.

  4. 4

    The appointment starts prepared

    No repeated questions. More of the time goes to the advice that matters.

Why it helps

Less admin. More advice.

  • Time saved

    Advisers and clients spend less time on the same questions. Appointments are shorter and better prepared.

  • No repeated questions

    People tell their story once. The details are already there when they sit down.

  • Better-prepared meetings

    Advisers walk in knowing the background, so they can focus on the person in front of them.

  • AI that organises, not decides

    AI helps gather and organise information. Advisers stay in charge. It never gives advice or makes a decision.

What we build

Made for real use, from the start.

  • An accessible, mobile-friendly site

    It works on a phone and on a computer. Clear language, readable type, and a path through with a keyboard.

  • Intake forms in plain, kind language

    Written with advisers. Only as long as they need to be, and never colder than the conversation they replace.

  • Guided questions that adapt

    The form asks the right next question based on the answers already given.

  • AI-assisted summaries to review

    Advisers receive a clear summary they can read and correct. The AI does not advise.

  • Details passed in an agreed way

    Information reaches the team in the form and the place you have agreed.

  • Accessibility and data protection, from the start

    Built in with the first version, not bolted on afterwards.

Advisers stay in charge. AI never gives advice or makes decisions. It only helps organise what people have already shared.

Read the worked example

Want this for your service?

Tell us how you work with clients. We will show you what a prepared appointment could look like.

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