Spend less time on paperwork, more time with clients.
CHS Compass handles intake, document generation, and progress tracking — so every client sees a clear, guided journey and you see exactly who needs attention today.
6 hrs
saved per week on intake & documents
142
clients managed on one practice's dashboard
Same-day
SLA on new client assignment
Built around your workflow
From first assignment to a signed plan, without leaving one screen.
Client queue, ranked by urgency
Unassigned clients surface first, with your SLA front and center — never buried in a flat list.
Guided Discovery intake
A section-by-section form that tracks progress and lets you save and resume — no scrolling through one giant page.
Journey Map builder
Turn a Discovery session into a personalized plan your client can see and follow immediately.
Documents, generated automatically
Discovery summaries, Journey Maps, and agreements are generated and organized per client — no manual formatting.
“I used to spend Sunday nights catching up on intake paperwork. Now I open the queue Monday morning and know exactly who needs me first.”
— Wellness consultant, early access practice
See CHS Compass with your own clients
We'll walk your practice through setup — no commitment required.
Request a demo