Service · AI development

AI intake integration.

Replace traditional form intakes with a conversational AI flow that understands context, asks follow-up questions at the right moment, and delivers structured data for your EHR, CRM, HRIS or case management system. For healthcare, legal, HR, insurers, government and B2B sales. Not a standalone chatbot experiment, but a defined intake layer, in your brand, with GDPR, NEN 7510 and the AI Act in order from the start.

Conversational intakeEHR/CRM/HRIS integrationJSON schema outputAI Act compliantIndustry fine-tuning
Fabian van Dijk · Business developer · fabian.vandijk@appfront.nl

A good intake is not a form – it is a conversation.

Most intake flows in Dutch organisations still look the same: a long questionnaire, locked into dropdowns and mandatory fields, forcing the user to squeeze into the categorical logic of the system behind it. A patient with a complaint, a client registering a case, a new employee, all passing through the same rigid funnel. The result: half-completed forms, misclassifications, a second-line colleague who still has to call, and data that ends up in the wrong field.

An AI intake works differently. The user describes what's going on in their own words, either by typing or speaking, and a language model translates that into the structure your back-end system needs. Is information missing? The AI asks a follow-up question. Does something seem off? It asks for confirmation. Once the conversation is complete, it produces a clean JSON payload with exactly the fields your EHR, CRM, HRIS or case management system expects. This is the core of what we build every day in our AI development work.

What makes the difference: we don't build a general-purpose chatbot that you then try to trim down. We build a clearly bounded intake layer based on the JSON schema the back end needs. The AI knows which questions to ask to fill that schema, and stops once everything is in place. No open ends, no improvising advice the model isn't permitted to give. Sector knowledge (clinical intake protocols, complaint classifications, legal request types) is added through a targeted RAG layer. Fast, inexpensive to run, and explainable to the regulator.

Three typical forms of AI intake.

In our experience, AI intake integrations fall roughly into three categories, each with a different emphasis on compliance, depth of integration and user experience. Which form suits your organisation depends on the kind of decision taken after the intake and the sensitivity of the data being collected.

Embedded · in your portal or app

Embedded intake widget

A conversational intake component you can embed in an existing website, customer portal or mobile app. Users stay within your own branding and are never redirected to a third-party domain. Suitable for insurers taking in claims, municipalities running a reporting flow, or B2B sales teams automating an initial needs assessment. The output lands directly in your CRM, ticketing system or case management system.

JS widgetSSOCRM integrationYour own branding
Voice intake · phone or in-app

Voice-driven intake

The user calls or speaks in an app, the AI listens in, structures the conversation into the fields of your intake schema, and the staff member on the other end receives a clear summary instead of a raw call recording. Ideal for care triage, municipal 14-number lines, claims lines and high-volume support call centres. We connect a speech recognition engine to an LLM layer that turns the transcript into a structured intake record.

Twilio / GenesysReal-timeDiarisationSentiment
Domain-specific · healthcare, legal, HR

Deeply integrated domain intake

An intake layer built entirely for one domain: a GP history app that asks questions in line with NHG guidelines, a law firm intake that performs practice-area classification and conflict checks up front, or an HR onboarding flow that lands directly in the HRIS. For healthcare contexts we work within the framework of our client appointment portal, with NEN 7510 compliance from the first sprint.

EHR integrationRAG over guidelinesNEN 7510Conflict check

What you get at the end of the project.

A production-ready AI intake integration that fits the workflow of your people and the architecture of your IT, plus everything needed to manage, audit and extend it. The code, prompts, schemas and models are yours. We only handle the management if you want us to; you can take it elsewhere tomorrow if that suits you better.

  • Conversational intake layerA chat or voice flow that guides the end user through the intake, in your house style, with the tone and reading level that suit your target audience.
  • JSON schema-driven outputA formal JSON schema describing the structure of a valid intake, with structured outputs / function calling that guarantees the output conforms to it.
  • RAG layer on your guidelinesRetrieval-augmented generation over your organisation's protocols, forms or HR handbooks, so the model falls back on approved sources.
  • Downstream integrationIntegration with your EHR (HiX, Epic, ChipSoft, CGM), HRIS (AFAS, Workday, BambooHR), CRM (Salesforce, HubSpot, Dynamics) or case management system.
  • Human-in-the-loop layerFor intakes that prepare a risk-based decision, such as medical triage or legal classification, an explicit human review step that complies with the AI Act.
  • Complete audit trailEvery intake leaves a traceable record: which questions, which answers, which model and version, which RAG sources, and which human actions were taken.
  • EU residency and privacy by designLLM inference via Azure OpenAI in West Europe, Claude via AWS Bedrock in Frankfurt, or a self-hosted model in a Dutch cloud.
  • DPIA, AI Act classification and TIAThe compliance documentation the law requires, ready for the Data Protection Officer and for any audit by the supervisory authority.
  • Your own prompts and version controlPrompts, system messages, few-shot examples and evaluation cases held in your own git repository, with code review and automated tests.
  • Management contract (optional)Monitoring of intake quality, model updates, prompt evaluations against a growing test set, and further development based on practical patterns.

Who we build AI intake integrations for.

Eight patterns where AI intake adds real value in practice. If your organisation or use case matches one of these profiles, we are happy to talk further, including if you are still unsure whether a bespoke integration is the right choice rather than an off-the-shelf package.

Healthcare

Medical history intake for GPs and mental health services

Patients describe their complaint in their own words through a secure patient portal flow, and the AI structures it into an NHG-compliant medical history with red flags highlighted in advance. For the GP or mental health practitioner, consultations are shorter and better prepared, and the SOEP-S field in the EHR is already filled in. For sensitive patient groups such as paediatrics, psychiatry or oncology, we agree explicitly which questions an AI may ask and which must be guided by a human beforehand. See also our approach to client appointment portals.

Legal

Case classification for law firms

A prospective client describes their matter; the AI classifies the area of law (family law, employment law, corporate law, criminal law), assesses urgency, runs an initial conflict check against the firm's system and determines which partner is best placed to take the matter on. Clients receive a more targeted response faster, and the firm spends less time on matters outside its practice. For the high-risk tier under the AI Act, we build in the human review step for every matter that is actually accepted.

HR

Onboarding flow for new employees

A new employee goes through a conversational onboarding in which the AI asks the full set of questions HR would otherwise collect via Excel or email: home address, BSN, holiday arrangements, hardware preferences, travel expense claims. The data flows directly into the HRIS, IT provisioning, the expense tool and payroll. For the employee, it feels like a single conversation.

Sales

B2B customer onboarding and discovery

A business customer describes their requirement to the AI, which asks the discovery questions a sales engineer would normally ask (user numbers, integration requirements, decision-making process) and delivers a complete brief instead of a raw lead.

Insurance

Claims intake for insurers

An policyholder reporting a collision, claiming fire damage or reporting a stolen phone describes the incident in an AI-guided intake conversation. The AI probes the facts, accepts photos through an upload step, classifies the type of damage and raises an initial fraud signal where the factors warrant it. The claims handler picks it up with a largely complete file.

Government

Complaints and reporting intake for municipalities and utilities

Residents who submit a report, lodge a complaint or send in an application do so through a conversational flow that delivers far better-prepared information to the caseworker than the current form. The AI categorises the submission, routes it to the right department and asks follow-up questions.

Hospital

Pre-operative patient intake

Patients awaiting surgery complete a digital intake beforehand that gathers the information the anaesthetist and theatre team would otherwise have to pull out verbally: medication, allergies, previous procedures, comorbidities, mobility. The AI adapts to each answer and produces a structured pre-operative checklist that lands directly in the EHR, alongside your existing records management system.

Education / public sector

Application and enrolment intake

For universities of applied sciences, municipal services or education enrolments: an AI flow that guides the applicant through all the relevant questions and places the application in the back-office system in a structured form. With attention to accessibility, B1 language level, and alternative routes for those who would rather speak to a person.

Which LLM and stack fit.

We do not pick a single favourite model in advance. We decide only once we know the use case, the data category, the languages and the privacy requirements. A brief orientation per candidate, which we will walk through with you in an initial session. We work vendor-independently: you own the prompts and the schema, and we can switch models tomorrow should the market or pricing give cause.

EU residency · enterprise · Azure

Azure OpenAI (GPT-4-class)

For healthcare, government and financial clients often the practical choice: EU residency in Western Europe, integration with Azure AD, a data block against training, and an existing Microsoft contract that simplifies procurement. Strong support for structured outputs and function calling.

Bedrock EU · Claude · strong with long context

Anthropic Claude via AWS Bedrock

For customers on AWS who want to run with strict privacy: Claude models via Bedrock in EU regions, with strong performance on Dutch-language context and a conservative response profile that works well in compliance-sensitive intake processes.

Self-hosted · open source · zero cloud

Mistral / Llama in your own environment

For customers who, for policy reasons, do not want a US cloud provider in the stack, such as academic hospitals, law firms or defence contexts, we run an open-source LLM in your own cloud or on-premises. Lower out of the box, but compensated for with fine-tuning and RAG.

RAG layer · vector search · evaluation

RAG and evaluation pipeline

For domain knowledge, we use a vector database (pgvector, Qdrant or Weaviate) with your organisation's own documents as the source. Alongside it, an evaluation pipeline automatically tests the intake prompt against a growing set of realistic cases, so that a prompt change cannot quietly break one type of intake.

Voice layer · Twilio · WebRTC

Voice stack for telephone and in-app

For voice intake, we connect a speech recognition engine (Deepgram, AssemblyAI or Azure Speech) to a telephony or WebRTC layer (Twilio, Genesys, Amazon Connect) and to the LLM. The AI listens in, structures the conversation, and can route the caller to a human at the right moment.

Front-end · widget · SSO

Embedded widget and authentication

We build the intake component as a lightweight JS widget that fits into your portal, with SSO integration (Azure AD, DigiD, eHerkenning, Auth0). For mobile, we use a native React Native or Flutter component.

How an AI intake project runs.

1

Introduction, use case and schema definition

A conversation in which we establish exactly what the intake flow will be: who the end user is, what data needs to come out at the end, which back-end system it lands in, and which decisions follow from the intake. Together we draft the JSON schema that describes the output. This is often an eye-opener for organisations that have never seen their existing intake form laid out that way on a drawing board. Sometimes a short advisory phase is the right first step; see our page on AI development.

2

DPIA, AI Act classification and data architecture

For intakes that involve personal data, as is inherently the case in healthcare, legal, HR or government, we start the DPIA in parallel with the build. We classify the intake under the AI Act and address the related obligations directly in the design. Chat flow, retention policy, encryption, sub-processor choices and LLM data residency come together in a single architecture document that your data protection officer can also review. We align with an existing ISMS.

3

Prompt design and RAG construction

The system prompt and the structured output definitions take shape based on the schema from step 1. We build the RAG layer on the organisational knowledge the model needs in order to respond in the same style the organisation itself would. From day one, prompts and evaluation cases live in a git repository with code review.

4

Building in sprints with continuous evaluation

Every short sprint produces a working build on staging. We build incrementally: first the basic flow with structured output, then the RAG layer, then the downstream integration, then the human-in-the-loop step, then the audit trail. With every prompt or schema change, an evaluation set of realistic cases runs and scores results per cohort. A change that improves overall quality but worsens one target group is something we want to see before release. An intake that silently fills in the wrong fields is worse than one that is occasionally a bit slower.

5

Rollout, training and ongoing development

Phased rollout: first a pilot group with dual intake (AI and the existing form side by side), then a wider rollout, and finally a full transition. Short training for the staff who need to process intake records, a guide for end users, and ongoing management for model updates, prompt iterations and security patches. We monitor intake quality per cohort and keep adjusting.

Compliance is not an afterthought.

An AI intake layer often handles sensitive data and, on the way to a decision, has an impact on a person: a patient, a client, an applicant. For healthcare, legal and public-sector applications, a well-built AI intake is by definition also a well-documented, GDPR-compliant and AI Act-compliant integration. We take care of that layer from the first sprint, not as a closing paperwork exercise.

GDPR & DPIA

Every intake collects personal data, often sensitive: a care complaint, a legal matter, a BSN (citizen service number), a consultation report. We carry out a targeted DPIA, put data processing agreements in place with sub-processors (LLM provider, hosting, vector database), and build retention and erasure policies into the intake flow itself.

AI Act & high-risk classification

The EU AI Act has been in force since 2026. A general B2B discovery intake is low-risk, but once the intake feeds into medical triage, legal decisions or HR assessments, the system falls into the high-risk category. We carry out the classification up front and put in place the risk management documentation, data quality requirements, transparency layer and human oversight mechanism.

NEN 7510 for healthcare

For healthcare organisations, we follow the NEN 7510 control set from the outset: access management, logging, encryption, supplier management. We align with your existing ISMS. See also our approach to NEN 7510-compliant software.

GDPR for young people

Intakes involving minors — youth psychiatry, school care, youth services — are subject to additional rules. Under the age of sixteen, consent from a parent or guardian is generally required; that consent should be part of the intake flow itself, without making the process unnecessarily burdensome for the young person.

eIDAS and digital signatures

For intakes that end in a formal declaration or consent — an injury claim, an onboarding contract, consent to share medical data — we build an eIDAS-compliant signature step. Using DigiD or eHerkenning for public-sector parties, or an advanced electronic signature for B2B.

Audit trail & human oversight

Every intake has traceable provenance: which questions, which answers, which model and version, which RAG sources, which human actions, and what was passed on to the underlying system. For high-risk applications, explicit human-in-the-loop steps are included before the outcome affects decision-making.

Frequently asked questions.

What clients typically want to know before we begin an AI intake integration.

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.

Talk to us about your AI intake.

A no-obligation introductory conversation. Tell us who will use the intake, which system the record will ultimately land in and what compliance context applies. We will think along with you and be honest about whether a custom integration is the right answer. Sometimes the right first step is a short advisory phase via AI development; sometimes building is the immediate priority. You can also email us: fabian.vandijk@appfront.nl.

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