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What is Kiip?

Kiip is a cutting-edge cloud-based platform specifically designed to improve client management for social service organizations. It fosters secure and collaborative environments where clients and service providers can easily share documents, complete forms, and communicate efficiently. Some standout features include digital intake packets, eligibility assessments, and consent forms, all of which can be filled out remotely, thereby negating the need for face-to-face meetings. Additionally, the platform assists in the discovery and sharing of free or low-cost resources through a program search function, which facilitates direct communication with clients. Kiip also provides functionalities for sending, receiving, and tracking referrals, along with automatic updates regarding the status of any actions taken. As a HIPAA-compliant solution, it serves as a secure storage space for client information and documents while allowing for data downloads into other systems like HMIS or EHR. Accessible on any device without the need for additional applications, Kiip accommodates diverse workflows whether users are working in the office, from home, or in the field. This adaptability guarantees that social service organizations can sustain efficient communication and management operations, no matter their geographical constraints. Furthermore, by streamlining these processes, Kiip not only enhances productivity but also improves the overall experience for clients and service providers alike.

What is Docupilot?

Docupilot enables users to generate documents swiftly through intelligent templates and integrated data. Once created, these documents can be dispatched via email or sent to various applications like Zapier or Dropbox. The process of manually altering client-specific details, such as names and addresses, can be laborious. However, with Docupilot, you can take an existing document and simply replace client-specific information with placeholders like client_name or client_address, facilitating the creation of tailored documents for each client. To maintain client confidentiality, you have the option to secure your documents with a password. This automated approach to document creation eliminates the risk of mistakenly entering incorrect client information. By automating the tedious task of document generation, you can potentially save an hour per document, allowing you to redirect that time toward expanding your business. Additionally, Docupilot streamlines your organization’s most intricate document workflows, reducing repetitive data entry. It also supports seamless integration with data from your CRM, HR systems, forms, or online databases, enhancing efficiency even further. This means you can focus on what truly matters—growing your business and nurturing client relationships.

Media

Media

Integrations Supported

Kochava

Integrations Supported

Agolix by Assessment Generator
Axis LMS
Integrately
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Workbooks Web Insights
Wufoo
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$29 per month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Kiip

Date Founded

2021

Company Location

United States

Company Website

www.kiipco.com

Company Facts

Organization Name

Flackon

Date Founded

2018

Company Location

United States

Company Website

docupilot.app

Categories and Features

Forms Automation

Not specified

Categories and Features

Document Workflow

Not specified

Forms Automation

Drag & Drop
Rules-Based Workflow
Text Editing
Version Control

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