wise in motion example appExample · Demo only

Digital Intake Platform

End-to-End Client Intake Platform

Public site · Analytics · Workflows · Booking · Admin portal

MarketingMarketing dashboardWorkflowForm & workflowWebsitePublic websiteBookingDay pass bookingAdminAdmin portal

client-portal.example.org

Marketing dashboard

Client Portal · campaign attribution & visits

Last 30 days

Site visits

2,898

Last 30 days

Submissions

73

All campaigns

Conversion

3.4%

Forms ÷ visits

Campaigns

3

+ direct

12-month trend

Visits & form submissions

VisitsForms
09491.9k02461211Jul89117SepNov1.2k28JanMar1.7k42May1.9k47JunVisitsForms

Campaigns

?tr= attribution

AWE 202434 forms
24ora19 forms
Facebook Q112 forms
Direct / Organic8 forms

Weekly visits

Sample week

0116231142M198T176W231T189F94S68S

Traffic origins

Referrer mix

GoogleReferrerhttps://www.google.com/search?q=client+portal+services
612 visitshttps://www.google.com/search?q=client+portal+services
38%
LinkedInReferrerhttps://www.linkedin.com/feed/
384 visitshttps://www.linkedin.com/feed/
24%
DirectDirect visitNo document.referrer — typed URL, bookmark, or app link
298 visits
19%
EmailReferrerhttps://mail.google.com/mail/u/0/#inbox
201 visitshttps://mail.google.com/mail/u/0/#inbox
13%
OtherReferrerhttps://news.ycombinator.com/item?id=41234567
96 visitshttps://news.ycombinator.com/item?id=41234567
6%

SUB-2026-0418

Service request

In progress
Submitter
A. van der Berg
Organization
Regional Health Authority
Request type
Partnership inquiry
Phone
+31 6 12 34 56 78
Call back
Locale
EN
Campaign
awe24
Assigned to
Maria Jansen

Request details

Encrypted at rest · visible only to authorized roles · all access logged

Workflow timeline

Submitted

Jun 18 · 09:14

Auto-ack sent

Jun 18 · 09:14

Assigned

Jun 18 · 10:02

Internal review

Jun 19 · 14:30

Follow-up scheduled

Jun 20 · 11:00

Case closed

—

Communications

Email sentJun 18 · 09:14

We received your request

System → A. van der Berg

Reference SUB-2026-0418. Our intake team will contact you within two business days.

Email sentJun 19 · 16:02

Follow-up: partnership inquiry

Maria Jansen → A. van der Berg

Are you available on Jun 20 at 11:00 for a brief video call?

CallJun 20 · 10:45

Callback — partnership inquiry

Maria Jansen → A. van den Berg

Spoke ~12 min. Confirmed interest in Q3 pilot; will share org chart and data-sharing requirements by Jun 22. Agreed follow-up video call Jun 20 11:00.

Audit trail

TimeActorActionRef
Jun 18, 09:14SystemSubmission createdSUB-0418
Jun 18, 10:02Maria JansenCase assignedIntake
Jun 18, 10:02Maria JansenViewed submissionLogged
Jun 19, 14:28Maria JansenField changedAssigned toUnassignedMaria JansenAssigned to
Jun 19, 14:30Maria JansenReview completeNotes
Jun 19, 14:31SystemFollow-up createdJun 20
Jun 20, 10:45Maria JansenCalled backA. van den Berg
client-portal.example.org/documents
Client Portal
enesnl
LandingspaginaFormulierenOver onsNieuwsDocumentenVacaturesContact

Documenten

Jaarverslagen

📄

Annual report 2025

PDF · 4.2 MB · May 28

📄

Annual report 2024

PDF · 3.8 MB · Jun 2024

Beleid & compliance

📄

Privacy & data handling policy

PDF · 620 KB · Apr 12

book.client-portal.example.org

Dagpas boeken

enesnl

Dagpas boeken

Bezoekerstoegang · $20 per dag

1Datum kiezen›
2Uw gegevens›
3Betaling

Dagpas

  • ✓ Gebouwtoegang 8:00–18:00
  • ✓ Wi‑Fi & gedeelde werkplekken
  • ✓ QR check-in bij receptie

$20

per dag

Kies uw bezoekdatum

admin.client-portal.example.orgClient Portal

Manage

📊Marketing📰News📁Documents💼Vacatures📋Forms🔀Workflows👥Users

Signed in as

Maria Jansen

Site editor

client-portal.example.org

Site analytics

Last 30 days

Site visits

2,898

Last 30 days

Submissions

73

All campaigns

Conversion

3.4%

Forms ÷ visits

Campaigns

3

+ direct

12-month trend

Visits & form submissions

VisitsForms
09491.9k02461211Jul89117SepNov1.2k28JanMar1.7k42May1.9k47JunVisitsForms

Campaigns

?tr= attribution

AWE 202434 forms
24ora19 forms
Facebook Q112 forms
Direct / Organic8 forms

Weekly visits

Sample week

0116231142M198T176W231T189F94S68S

Traffic origins

Referrer mix

GoogleReferrerhttps://www.google.com/search?q=client+portal+services
612 visitshttps://www.google.com/search?q=client+portal+services
38%
LinkedInReferrerhttps://www.linkedin.com/feed/
384 visitshttps://www.linkedin.com/feed/
24%
DirectDirect visitNo document.referrer — typed URL, bookmark, or app link
298 visits
19%
EmailReferrerhttps://mail.google.com/mail/u/0/#inbox
201 visitshttps://mail.google.com/mail/u/0/#inbox
13%
OtherReferrerhttps://news.ycombinator.com/item?id=41234567
96 visitshttps://news.ycombinator.com/item?id=41234567
6%

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