Create Custom Intake Forms with Intelligent Routing
An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process.
Best of all, our form intake software is entirely customizable to your needs, no matter your use case.
In the diagram above, you can see how the system collects, tracks, and routes individual requests to the proper staff for processing.
Request intake form systems provide tools for developing workflows that follow preset business rules and ensure that requests are assigned to the best person to handle them. You can base assignments on a role, management level, department, or any other attribute.
If your intake process requires collecting documents and files, you can build custom, web-based document collection forms that meet your specific business needs. Clients, employees, and vendors can review requirements and then attach relevant files to be routed through your organization for review, approval, and filing.
A document intake form simplifies the process of collecting critical information and ensures documentation requirements are met, streamlining the intake process and reducing turnaround times.
The intake process sets the foundation for the ongoing relationship between the client and the vendor. It is the critical step where client and project information is collected for use throughout a project lifecycle.
The process usually begins with an information form being completed either by the client or the vendor. The information may include:
We have a variety of resources to help you on your journey to an automated intake workflow.
To see how quickly you can begin automating your intake processes, request a demonstration or trial of Integrify.
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