Start your provider setup with the right systems in place.
We help new NDIS and care providers set up the practical digital foundations around enquiries, intake, documents, client tracking, admin workflows and support.
Starting fresh is easier when the setup is clear.
New providers often need their website, forms, folders, CRM, email, phone and workflows set up properly from the beginning. Doing it once, in the right order, saves a painful clean-up later.
We don't try to sell you more software. We set up the tools you'll actually use, so your team has one clear way to do things.
What we help set up.
8 core items · usually 2–4 weeks
- 01
Website or landing page
A simple, clear site that explains what you do and how to contact you.
- 02
Referral and enquiry forms
One place referrers and families can send enquiries — captured properly.
- 03
Intake forms
Replace paper and PDFs with digital intake your team can actually work from.
- 04
Document collection
Consent, agreements and ID stored in one organised folder per client.
- 05
CRM or client tracker
A simple record for each client with status, notes and next steps.
- 06
Microsoft 365 / email / folders
Business email, shared folders and user access set up properly.
- 07
Basic admin dashboard
A simple view of active clients, pending intake and follow-ups.
- 08
Handover and support
Plain-English documentation and ongoing help when you need it.
The things that quietly cost new providers their first year.
A note on scope
Linkup IT provides technology implementation, workflow design, documentation systems and operational support. We do not act as NDIS auditors, lawyers, accountants, or registration decision-makers.
Ready to set things up properly?
A short review of what you need, and in what order.