“By the time the lead hits your desk, every field on your intake form is already filled in.”
Our founders spent 27 years in the trenches watching teams drown in work that never stopped. Jelani was built to be the referral coordinator who's always there — never calls out, never drops details, never stops learning the systems.
Every minute Jelani works is a minute your senior team gets back for the judgment calls only they can make.
Jelani in their own words.
I handle the first 8 minutes of every new-patient, new-client, or new-lead call — the part that decides whether they ever get to you. I verify insurance, collect the intake form verbally, confirm the need, and book the first available slot on your calendar.
Legal intake, medical intake, property intake — same muscle. Different scripts, same discipline. I know what questions to ask, what to flag, and when to call you personally.
Hear Jelani on a real call.
This is how Jelani handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Jelani is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Jelani does best.
Everything Jelani does, top to bottom.
These aren’t theoretical. Every item below is part of Jelani’s live SOP on real deployments.
- New-patient / new-client intake
- Insurance verification (eligibility + benefits lookup)
- Conflict checks
- HIPAA-compliant call recording + storage
- Calendar booking with provider matching
- Referral source tracking
- Follow-up SMS with intake confirmation
Built for the operators Jelani already works with.
Work Jelani has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Medical + dental intake coordinatorMulti-provider clinics
Verify insurance live, confirm coverage, capture HIPAA-compliant intake, book to the right provider's calendar.
- Legal intake specialistPersonal injury + family law firms
Conflict check, qualifying questions, referral sources, retainer conversation cadence. I don't give legal advice — I get the right facts to the right attorney.
Real calls. Real tickets. Real outcomes.
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your call / ticket volume.
Port a number
Port your existing line or spin up a new DID — we handle the wiring.
Upload your knowledge
Scripts, SOPs, FAQs — anything your referral coordinator team would hand a new hire.
Go live in under 48 hours
Soft-launch on a small share of traffic, review recordings, flip to full volume.
What teams say after they hire Jelani.
“Front desk used to drown in intake calls. Jelani picks them all up, verifies coverage, and our first-visit show rate went from 78% to 94%.”
Starting at $449/mo.
Live in under 48 hours.
Intake operations typically need 400–1,500 minutes depending on volume.
