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The Intake Form System
Custom intake forms, smart routing, and a case tracker for the things customers ask you to do.
The problem this tool solves
Customer requests come in by email, phone, web form, and walk-in, and they all end up in different places. Things slip, double-handle, and arrive at the wrong department.
What you get
The shape of the tool.
- Intake forms shaped to the categories your business actually handles
- Smart routing to the right department, owner, or queue
- Case tracker with status, history, and next-action visibility
- Public-facing acknowledgement that the request was received
- Aging flags so old cases do not sit
- Optional auto-categorization for high-volume intake
What gets handed over
What you own at the end.
- Source code or configured workspace, in your account
- Case data and routing rules in a format you can keep using
- Form embeds for your website and a recorded walk-through
- Training for intake staff and a backup admin
Price band and timeline
Standard build · 4 to 8 weeks.
A real tool with the workflow built around how your business actually runs. The most common engagement and the sweet spot for replacing whatever mix of subscriptions, spreadsheets, and manual work you are using today.
The number that lands in your written quote depends on your starting state, how customized this build needs to be, and which integrations are in scope. We do not quote ranges on the page; we quote a fixed price within 48 hours of the discovery call.
Build me one like this.
A 30-minute discovery call. We come back inside 48 hours with a written, fixed-fee quote and a fixed timeline. No "talk to sales."