Why not deploy an off-the-shelf chatbot from a vendor?
For general information bots, a SaaS product will do the job well enough. An AI intake is different: it has to match exactly the schema of your underlying system, the protocols of your sector and the tone of your organisation. What's more, you want the prompts, evaluation cases and RAG sources under your own control, because they directly affect the data that lands in your EHR, HRIS or CRM. With a closed vendor, you never get full visibility into that. A custom intake also gives you a far better audit trail, which matters once the AI Act or the regulator comes knocking.
Which LLM model do you use?
That depends on the use case, data category, languages and privacy requirements. For most healthcare, government and financial clients, we land on Azure OpenAI in West Europe or Claude via AWS Bedrock in Frankfurt. For clients who, for policy reasons, do not want a US cloud provider, we run Mistral or Llama in their own environment. We work vendor-independently: you own the prompts, the schema and the evaluation set, and we can switch the model if price or performance gives reason to do so.
How do you prevent the model from hallucinating during an intake?
Three layers. First, we use structured outputs / function calling, so the model must shape its output according to a predefined JSON schema. Second, we work with RAG on your official organisational knowledge, so that answers and follow-up questions are grounded in approved sources rather than the model's training data. As a third layer, an evaluation pipeline runs realistic cases that validate every model or prompt change. For high-risk applications, a human review always takes place before the intake outcome affects decision-making.
May an AI intake process patient or client data?
In principle, yes, provided the right compliance layer is in place: a DPIA, an appropriate data processing agreement, sub-processors aligned with your GDPR policy, and LLM inference kept within the EU. For some healthcare organisations, we choose on-premise or dedicated cloud for broader reasons, for example when dealing with particularly vulnerable groups. We advise on what fits each project and work with your Data Protection Officer, using NEN 7510 controls as the framework. For law firms, something similar applies in the context of professional privilege.
How does an AI intake handle people who would rather speak to a human?
Every AI intake we build has a clearly visible "prefer to speak to a person" route. At any point, the user can step out of the flow and reach a human member of staff, by phone, a callback request, or a handover to live chat. This is not an optional extra but a design requirement: certain groups do not suit an AI flow, and forcing them into one would be a poor idea. The handover route is also a transparency requirement under the AI Act for high-risk applications.
Can you integrate the intake with our EHR, HRIS or CRM?
Yes. On the EHR side, we have experience with HiX, Epic, ChipSoft, CGM and Cura; on the HRIS side, with AFAS, Workday, BambooHR and Personio; and on the CRM side, with Salesforce, HubSpot and Dynamics. Integration typically runs via HL7 FHIR for healthcare, a REST API for modern systems, or a SOAP layer for older ones. If your system is custom-built, we integrate against your own API. See also our page on
custom EHR development.
How do you measure the quality of an AI intake?
We build an evaluation pipeline using realistic cases, often based on real historical intakes from the existing form, anonymised. Every prompt or schema change runs automatically against that set and produces a score per cohort: how often the classification is correct, how often the structured fields are filled in correctly, how often the AI escalates to a human, and how often that escalation is appropriate. Alongside these quantitative measures, we examine failures qualitatively, particularly cases where the AI quietly fills in a wrong field, as these cause the most harm.
How do you handle the AI Act for our intake?
We carry out an AI Act classification upfront: low risk, limited transparency obligation, or high risk (where the intake feeds into medical triage, legal decisions, credit refusal or HR assessments). For high-risk applications, we handle the mandatory risk management documentation, the data governance requirements, the transparency layer, the human oversight mechanism, the logging that the supervisory authority may inspect, and post-market monitoring after go-live. We align with your existing ISMS.
Who owns the code, prompts and data?
You do. We deliver the full source code, prompts, JSON schemas, evaluation cases and build pipelines. The RAG sources and intake records live in your cloud or with a hosting partner of your choice. No lock-in to the technology or the choice of LLM: we earn our keep through good work that lasts, not by keeping clients tied in.
What are the typical pitfalls in an AI intake project?
Three patterns. One: the schema is not properly worked out, so the AI has to produce data that the back office does not know what to do with. Two: there is no evaluation pipeline, and the first prompt change quietly breaks an edge case that nobody notices until a user complains. Three: the human side of the workflow has not been considered; the AI now delivers neat intake records, but the team that has to pick them up still works to the old rhythm. Our sprint approach addresses all three structurally.