Intake · Receive and prepare
Available
Start with what arrived.Not with a blank page.
Intake receives information and documents the way each person prefers (a form, a chat, a voice conversation, a file upload or a photo from the phone) and turns them into one structured result for your team. Connected to Documents, every file received goes straight on to classification.
- Form, chat, voice and files
- Desktop to phone by QR code
- One structured result
Atlas Group · Procurement Requests
Requests12 new · 4 waiting for documents
Inbox5 open
- Maria Silva4 min agoSupplier account openingMissing
- John Pereira18 min agoClient registrationComplete
- Carla Mendes42 min agoApplication · AnalystIn progress
Supplier account opening
Maria Silva · Chat · IN-2041
Hi, I would like to register my company as a supplier.
Of course. What is the company name and who will be the main contact?
“The company is Silva & Sons Trading. The contact is me, Maria Silva.”
extracted Company name · Silva & Sons Tradingextracted Contact · Maria SilvaSent from the phone
certificate-of-incorporation.pdfbank-statement.jpgReceived. Only the company tax ID is missing to complete the registration.
Completeness4 of 5 items
- Company nameReceived
- Main contactReceived
- Bank detailsReceived
- Certificate of incorporationReceived
- Company tax IDMissing
The problem
Information arrives scattered.
Emails, forms, attachments and calls land in different places. Someone has to piece it together before any real work can begin, and missing items are discovered late.
In detail
Everything arrives ready for whoever acts on it.
Form, chat, voice or file
People answer the way that suits them; values are extracted as they speak or upload.
Gaps visible early
Completeness shows what is missing, and one click asks for it.
From desktop to phone
A QR code moves the request to the phone to photograph the document that is missing.
Where it is used
Every area receives something from outside. Intake gets it ready.
- 01
HR
- Job applications and screening questions
- Onboarding documents for new hires
- Pending items visible before day one
- 02
Sales and accounts
- Lead qualification by chat or voice
- Briefings for proposals
- New client registration
- 03
Procurement
- Supplier registration and approval
- Tax and banking documents
- A supplier record ready for approval
- 04
Legal
- Internal requests to the legal team
- Case opening with the facts and documents
- Routing by type and urgency
The workflow
Receive, check, then hand off.
- Receive by form, chat, voice or file upload, or a mix of them
- Start on desktop, then scan a QR code to continue on the phone
- See what is missing before work starts
- Hand one structured result to the next person
Getting started
Available today, with onboarding by our team.
We set up Intake around the information your team receives. Book a demo and tell us how it reaches you today.
Next step