Client Frustration from Repeating Histories and Slow, Confusing Intake

$1,000–$10,000+ per month in lost lifetime value from client churn. • $1,000–$5,000 per month in lost lifetime value as high-spend equine clients move to clinics or ambulatory vets who present a more seamless, professional intake and documentation experience. • $1,500–$6,000 per month in lost revenue and lifetime value as shelters shift their surgical and medical work to other clinics that feel more organized and easier to work with.

Clinic staff and kennel attendants request exported PDFs or spreadsheets from the facility, then manually summarize or retype relevant history into local records while still asking the same baseline questions every time to avoid missing key details. • Compliance and admin staff manually compare paper vaccination cards, breeder spreadsheets, and clinic records, often calling or emailing breeders to confirm details already provided in prior visits. • Compliance and admin staff manually compile timelines from disparate notes, paper charts, emails, and prior invoices, or rely on the vet’s and owner’s memory during intake.