SereneOS
Get started
One workspace · intake to outcome

Everything that happens after the form.

Collect information, review it, follow up, and automate the busywork — all in one place. SereneOS turns a submitted form into assigned work, tracked contacts, and clear insight, without stitching five tools together.

Start free See customer stories
★★★★★4.8/5

from intake teams at clinics, nonprofits & agencies

yourteam.sereneos.app/queue

Assigned to me

7

New

12

In review

5

Done

28

New intake — Jordan P.New
Follow-up call — Priya R.Due today
Consent signed — Sam K.Signed

After submit

One submission runs the whole workflow

The form is step one. SereneOS routes it, keeps a human in the loop for the decisions that matter, lets AI handle the busywork, and follows up automatically — so nothing sits in an inbox.

Step 1

Form submitted

“New client intake” completed by Sarah

Auto

Routed & assigned

Matched to the right person & queue

You decide
Human

Review & approve

Approve, assign, or request changes

AI assist

Handles the busywork

Drafts the reply, checks the details

Auto

Follow-up sent

Email, task & reminder — on time

Done

Closed & tracked

Contact updated · outcome logged

Teams save about 6 hours a week per person on the follow-up alone

Humans stay in control

Approvals, assignments, and status stay with your team. The automation moves the work along — it never makes the call for you.

AI does the busywork

It drafts replies, checks details against your rules, and summarizes long threads — so people skip the typing, not the judgment.

Nothing slips

Every submission is routed, tracked, and followed up. No lost forms, no dropped handoffs, no “did anyone ever reply?”

Built for any team that runs on forms & follow-up

Clinics & careNonprofitsAgenciesEducationField teamsOperations
Customer stories

The people behind the intake desk

Real teams who stopped juggling forms, spreadsheets, and sticky notes.

★★★★★
"We used to lose an afternoon a week chasing paperwork between the front desk and clinicians. Now an intake comes in, lands in the queue, and the right person already has the task. It just… moves."
Photo of Marisol Ortega

Marisol Ortega

Practice Manager · Riverside Family Health

★★★★★
"The QR codes changed our outreach nights completely. People scan, fill it out on their phone, and by the time we're back at the office every response is already sorted and assigned. Our volunteers actually enjoy it now."
Photo of Daniel Okafor

Daniel Okafor

Program Director · Bright Futures Collective

★★★★★
"I'm not technical and I built our whole onboarding flow in an afternoon — forms, an automation to set status, a follow-up task. The plain-language 'when this, then that' is the first automation tool that ever clicked for me."
Photo of Aisha Rahman

Aisha Rahman

Operations Lead · Northgate Advisory

Photo of Thomas Beckett

Thomas Beckett

Executive Director · Cedarline Care Network

"We replaced four tools and a shared inbox with SereneOS. Six months in, nothing gets dropped — and for the first time our board can actually see what's happening, in real numbers."

9 hrs

saved per week

4 → 1

tools consolidated

0

intakes dropped

From "submitted" to "handled"

Four things every team does — collect, review, act, and improve — finally in one flow.

Collect

Forms & documents people actually finish

Build multi-page intake forms with a drag-and-drop builder — logic, validation, and translations included. Share a link or a QR code, collect e-signatures on documents, and generate a clean PDF of every submission.

  • ✓ Drag-and-drop form & document builder
  • ✓ QR codes, share links, and e-signatures
  • ✓ Multi-language & live co-editing
Scan to submit
Review new intakeHigh
Call to confirm detailsToday
Send welcome packet
Review & act

A shared queue and tasks that keep work moving

Every submission lands in one review queue — triage, assign, and set a status. Turn follow-ups into tasks with owners, due dates, priorities, and comments, so nothing falls through the cracks.

  • ✓ One queue: assign, status, review
  • ✓ Tasks with owners, due dates & @mentions
  • ✓ Contacts that build themselves from submissions
Automate

Automations that do the busywork for you

Say it in plain language: when something happens, only if a condition matches, then do this. Start from a template or build your own — and let the workspace react the moment a form comes in or a status changes.

  • ✓ When → If → Then, no code
  • ✓ Templates to start in one click
  • ✓ Runs quietly in the background
When a form is submitted, set a status.

When this happens

A form is submitted

Only if

Every time

Then do this

Set a status

Four steps, one flow

The whole lifecycle of a request, connected end to end.

1

Collect

Forms, documents, QR & outreach links gather what you need.

2

Review

One queue to triage, assign, and set the right status.

3

Act

Tasks, contacts, and follow-ups keep the work moving.

4

Improve

Automations and insights make next time faster.

One workspace, every capability

Replace the patchwork of form tools, spreadsheets, and reminders.

Forms & intake

Drag-and-drop builder with logic, validation, translations, and PDFs.

Documents & e-sign

Send documents, collect signatures, and track the moment they land.

Review queue

Triage, assign, and status every submission from one inbox.

Tasks & follow-up

Owners, due dates, priorities, comments, and @mentions.

Contacts

A living record of everyone, built automatically from intake.

Automations

When → If → Then rules that react without you lifting a finger.

Serious about trust

Role-based access Full audit trail Your branding Your data, exportable Multi-language
The SereneOS team working together
From our team

Built by people who've done the intake grind

We started SereneOS after years of watching good teams drown in forms, spreadsheets, and follow-ups that quietly slipped through the cracks. Every feature here began as a real frustration on a real intake desk — and if it doesn't make your day a little lighter, it doesn't ship.

Photo of Elena Marsh

Elena Marsh

Co-founder & Head of Product

Who it's for

Made for the people doing the work

Whatever your intake looks like, SereneOS fits the way your day already runs.

Clinics and care teams

Clinics & care teams

New patient intakes land in one queue — triaged, assigned, and followed up before they pile up.

Nonprofits and programs

Nonprofits & programs

Outreach forms and applications sort themselves, so your team spends its time on people, not paperwork.

Operations and field teams

Operations & field teams

Every request in one place, with owners and due dates — so nothing slips between shifts.

Turn every form into finished work

One workspace for intake, review, follow-up, and automation — with your brand on it.

Start free Book a demo