Automation · AI · 2025
Intelligent client intake
A structured intake and triage flow that turns unstructured requests into ready-to-review briefs.
58%
less intake administration
2.1×
faster assignment
Zero
copy-paste handoffs
The work
Challenge
A consultancy lost hours clarifying incomplete requests and manually moving context between email, documents, and delivery tools.
Approach
I redesigned the intake journey, added document extraction and classification, then routed each request with a concise human-review summary.
Result
The operations team begins with complete context and spends its time on judgment instead of transcription.
Services
Service design · Document AI · Systems integration
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