Client intake checklist web app
Private Anonymized
A guided intake workflow that captures clean data and routes requests for approval.
What I built
- Guided form with required fields and explicit “unknown” handling.
- Authoritative dropdowns for partners, offices, and custodians.
- Structured storage with audit-ready submissions.
Context
Stack
Outcomes
- Reduced intake turnaround by hours while cutting transcription errors with structured fields.
- Proactively checked for compliance conflicts across service lines saving time for compliance team.
Details available on request.
Screenshots and examples use synthetic or redacted data.