Case study · Intake workflow
Client Intake Portal with Automated Routing
A client intake portal that captures every submission in one place and moves it through review automatically. Recorded walkthrough of the working system.
What I built
- Structured intake capture
- Automated routing and status tracking for each submission
Built inside the client's own Microsoft 365 tenant and handed over with plain-English notes, so their team owns and runs it.
Services behind this build
Want one of these for your team?
Thirty minutes, no cost, no pitch deck. You'll leave knowing exactly what to build and what it should cost.