Project
AI Client Intake System
A structured intake and triage workflow that turns messy client requests into scoped delivery plans.
- Role
- System design, workflow architecture, implementation
- Year
- 2026
- Status
- In progress
- Type
- Automation
Stack
Overview
Designed a lightweight AI-assisted workflow for collecting context, classifying requests, drafting next steps, and keeping delivery notes searchable.
Impact: Requests can move from intake to scoped work with less manual reconstruction.
What I Built
Structured request capture
AI-assisted classification and summary drafting
Review checkpoints before client-facing output
Technical Stack
Built to stay deployable on Vercel and easy to extend as the content system grows.
Screenshot / Gallery
Visual materials pending. Add real screenshots when the project has final media.
Related Case Study
Reducing Client Intake Friction with AI
A repeatable intake pipeline that cuts context loss and makes proposals faster to scope.
Open case study