# Specialty Referral Intake for Freight Brokerage Operations Managers with Aljex

> AI ingests referral via secure portal, requests missing records from primary, triages urgency, and books the appointment in McLeod LoadMaster — referral-to-visit time drops, primary vets refer more. Purpose-built for teams running Aljex — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Aljex](https://calish.com/workflows/tool/aljex/)
- **Role:** [Freight Brokerage Operations Manager](https://calish.com/workflows/for/freight-brokerage-operations-manager/)
- **Specialty:** Mid-Market Freight Brokerage
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/specialty-referral-intake-for-freight-brokerage-operations-manager-with-aljex/

## The Problem

Mid-Market Freight Brokerage referrals from primary vets in McLeod LoadMaster arrive incomplete — missing records, no triage info — and the front desk chases referring vets while patients wait.

## What We Build in Aljex

AI ingests referral via secure portal, requests missing records from primary, triages urgency, and books the appointment in McLeod LoadMaster — referral-to-visit time drops, primary vets refer more. Purpose-built for teams running Aljex — uses the native API or agent integration so nothing leaves the system of record.

## Aljex Integration Approach

1. **Audit your Aljex configuration.** We map the specific Aljex objects, custom fields, and workflows the automation needs to touch for your mid-market freight brokerage practice.
2. **Build on the Aljex API or agent.** Integration happens inside Aljex — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Aljex with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Specialty Referral Intake for Freight Brokerage Operations Managers](https://calish.com/workflows/specialty-referral-intake-for-freight-brokerage-operations-manager/)
- AI ingests referral via secure portal, requests missing records from primary, triages urgency, and books the appointment in McLeod LoadMaster — referral-to-visit time drops, primary vets refer more.

## Other Aljex Automations

- [Load Sourcing & Coverage for Freight Brokerage Operations Managers](https://calish.com/workflows/with/load-sourcing-and-coverage-for-freight-brokerage-operations-manager-with-aljex/)
- [Carrier Onboarding & Compliance for Freight Brokerage Operations Managers](https://calish.com/workflows/with/carrier-onboarding-and-compliance-for-freight-brokerage-operations-manager-with-aljex/)
- [Settlement & Billing Reconciliation for Freight Brokerage Operations Managers](https://calish.com/workflows/with/settlement-and-billing-reconciliation-for-freight-brokerage-operations-manager-with-aljex/)
- [Treatment Estimate & Owner Communication for Freight Brokerage Operations Managers](https://calish.com/workflows/with/treatment-estimate-and-owner-communication-for-freight-brokerage-operations-manager-with-aljex/)
- [Discharge Instructions & Follow-up for Freight Brokerage Operations Managers](https://calish.com/workflows/with/discharge-instructions-and-follow-up-for-freight-brokerage-operations-manager-with-aljex/)
- [Shipment Track & Trace for Freight Brokerage Operations Managers](https://calish.com/workflows/with/shipment-track-and-trace-for-freight-brokerage-operations-manager-with-aljex/)

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