Client Intake Readiness Assistant

A review-first intake workspace for structuring incoming client requests, surfacing missing information, and deciding what should happen next.

Operational clarity before automation

Incoming request - intake readiness - safer workflow handoff

Start with a clean intake workspace, then load the sample request set when ready.

Demo ready

Intake workspace is empty.

Load the sample request set to review readiness scores, missing information, suggested owners, and client reply guidance before any work starts.