Eligibility Wizard

Automated eligibility screening, made for humans. Powered by logic, styled with empathy.

Explore the Wizard

What It Is

The Eligibility Wizard is a pre-built, customizable screening tool to determine if a user qualifies for services or benefits—without drowning them in forms.

  • Built with Power Pages, Power Apps, or embedded JS
  • Step-by-step logic flow with real-time guidance
  • Connects to your backend (SharePoint, Dataverse, or SQL)
  • Mobile-first, ADA-compliant, and easily branded
Eligibility Wizard UI

Why Use It?

Cut Admin Time

Let users self-screen in minutes, saving staff hours per application.

Improve Equity

Remove confusion and barriers. Empower every user with clear, accessible questions.

Increase Completion

Guide users through a friendly, adaptive experience that encourages follow-through.

Launch Your Wizard

Template

$750

Out-of-the-box Power Pages setup
Includes branded styling + deployment instructions

Custom Logic

$2,500+

Includes planning session + personalized flow
Data integration + optional document upload

Full Package

$5,000+

Custom design, multilingual, accessible, and API-ready
Includes training + admin dashboard

Case Studies

City Nonprofit

Increased completed housing applications by 63% after implementing a mobile-first eligibility wizard.

Public Health Program

Reduced staff intake time by 40 hours/month while collecting cleaner, more accurate eligibility data.

FAQ

Most wizards are deployed within 2–3 weeks depending on your package and content readiness.

Yes! Every package includes documentation. Full Package includes personalized training sessions.

Absolutely — Dataverse, SharePoint, SQL, and REST API connections are supported in custom packages.

Ready to Make Your Application Process Smarter?

Request a Demo

Perfect for nonprofits, government agencies, healthcare providers, and community orgs.