Built for union intake
From member call to steward follow-up.
Use the questions your local already asks, put them behind an inbound phone line, and route a structured response to the right union contact.
The flow
Keep the union process. Change the intake channel.
1. Start with the form your local already uses
Grievance fact sheet, steward report, bargaining survey, member callback form, training registration—whatever your team already understands.
2. Build the questions in union language
Ask for local, bargaining unit, employer, worksite, classification, shift, steward, issue type, key dates, CBA article or clause if known, and the follow-up your rep needs.
3. Give members or stewards the number
They call when it is easier to talk than type. The phone flow asks the questions in order and captures the response.
4. Route it to the right union contact
Use the information for steward follow-up, representation review, organizing follow-up, training administration or internal reporting.
5. Keep your existing decision process
The system collects facts; your union decides whether to file, investigate, escalate, schedule a meeting, contact a member or take another step.
Simple for members
Members should not need a manual.
The caller experience can stay plain: “Tell us your name.” “Which worksite are you at?” “What happened?” “When did it happen?” “Do you already have a steward?” The back end can use the more detailed labels your reps need.
Member-friendly prompts
Short questions instead of internal jargon where jargon does not help.
Steward-ready output
Organize the answers into consistent fields for the people handling follow-up.
Local-specific setup
Different locals, units or worksites can use different questions and routing rules.