COWORK AI
All industries
FOR NDIS PROVIDERS

Every participant heard. Every enquiry actioned.

An AI intake agent that answers participant and family enquiries with patience and clarity, gathers intake details, checks service availability and books support coordination — compliantly.

AN INTAKE DAY, HANDLED
9:10 AM
New participant enquiry
Plan-managed, seeking community access supports — intake started
11:35 AM
Service agreement chased
Follow-up call re unsigned agreement — resent by SMS
2:20 PM
Roster change handled
Support worker shift moved, participant and coordinator notified
4:45 PM
Plan reviewer call logged
Detailed message taken, flagged for coordinator same-day

The reality for provider teams

Coordinators always on the road
Support coordinators can’t take intake calls between visits — enquiries stack up and go stale.
Intake admin is heavy
NDIS numbers, plan dates, funding categories, consent — every enquiry needs the same careful data collection.
Families need patience
Callers often need things explained slowly and clearly — hard to do with a queue building.
Rosters change after hours
Shift cancellations at 7am or 9pm need someone to answer and re-arrange.
EXAMPLE CONVERSATION

A first enquiry from a parent. Handled with care.

The agent listens patiently, explains your services in plain language, collects intake details accurately and books a call with the right coordinator — nothing lost, nothing rushed.

1Answers every call — no phone tag with coordinators
2Explains services and eligibility in plain language
3Collects NDIS number, plan type and funding details
4Checks capacity for the requested support type
5Books an intake call with the right coordinator
Compass Care Supports
9:10 AM
CALLER
Hi, I’m calling about supports for my son — he’s just had his NDIS plan approved and we’re a bit lost, honestly.
AVA — INTAKE ASSISTANT
Congratulations on getting the plan approved — and you’re not alone, most families feel that way at the start. I can explain how we help and get you booked with one of our coordinators. Can I ask how your son’s plan is managed — self-managed, plan-managed, or agency-managed?
CALLER
Plan-managed, I think. It says Leap in! on the letter.
AVA — INTAKE ASSISTANT
That’s plan-managed, perfect — we work with Leap in! regularly. We have capacity for community access and daily living supports in your area. I’d love to book you a free 30-minute intake call with Jess, our coordinator. She has tomorrow 10am or Thursday 1pm.
CALLER
Tomorrow at 10 would be great.
AVA — INTAKE ASSISTANT
Booked with Jess for 10am tomorrow. I’ve texted a confirmation and a short list of documents that will help — but don’t stress if you can’t find everything. Jess will walk you through it.
BENEFITS

What changes for your organisation

No enquiry goes stale
Every call answered and actioned the same day — critical when families are ringing several providers.
Clean, complete intake data
NDIS numbers, plan dates and funding categories captured consistently, first time.
Coordinators coordinate
Your skilled staff spend time with participants, not on intake phone tag.
Roster changes absorbed
Shift swaps and cancellations handled 24/7 with everyone notified.
Compliant by design
Consent scripts, privacy handling and audit trails aligned to NDIS Practice Standards.
AUTOMATIONS & INTEGRATIONS

Wired into your provider stack

Enquiry → intake record created and coordinator notified
Service agreement sent → polite follow-up until signed
Shift cancellation → participant informed, replacement offered
Plan review approaching → proactive check-in call
ShiftCareSupportAbilityLumaryBrevityGoodHumanMicrosoft 365Twilio
CASE STUDY · COMPASS CARE SUPPORTS, WESTERN SYDNEY
“Families used to wait two days for a call-back. Now intake starts the moment they ring, and our coordinators walk into every first meeting fully briefed.”
Renee Okafor · Intake & operations manager
2 days → 0
enquiry response time
+41%
enquiry-to-service rate
14 hrs
admin saved / wk

Provider questions, answered

Give every family a first call that builds trust.

Book a demo — hear a patient, compliant intake conversation end-to-end. Plans from $199/month.