Intake on autopilot. Every lead captured.
Sage turns every call and home visit into transcripts, care plans, and follow-ups. So you spend minutes on intake, not hours.
From first call to care plan, automatically
Sage processes every call and visit, captures intake details, and handles the paperwork, so you can focus on building trust and winning clients
Sage records every interaction: Intake calls, in-home assessments, and client visits are automatically transcribed and organized — no note-taking required.
Sage captures details: Every conversation is transcribed and organized - names, care needs, schedules - so nothing falls through the cracks.
Sage updates your system: Care plans, contacts, and records sync directly to your scheduling software — no manual data entry required.
Sage surfaces next steps: After every call and recording, Sage delivers a summary with recommended actions — ready to review and approve.
"I highly recommend Sage if you want your agency to run smoother and with personalized, effective support."
Karyn Clay, Lifespan Care
Capture more leads. Close more deals.
Sage automates intake and admin so you can focus on what matters: winning clients and delivering exceptional care.
Frequently asked questions
Answers to common questions about getting started and using Sage.
