Match clients to community resources
How you could use an agent
Use an agent to turn your interview notes, chart details, and eligibility clues into a short referral packet for housing, financial aid, legal aid, education, or benefits. It can pull together contact details, list needed documents, and draft the next step so you can send the client out with a clear plan and a record of what was shared.
Where you stay involved
You decide whether the referral matches the client’s actual needs, check that the resource is appropriate, and make the final call when documents are missing or the situation is unclear.
