An initial inquiry often begins with a short message, while a useful project conversation needs more context. The Intake plugin helps turn that first contact into a structured brief that can be completed over time and reviewed by the team.
A brief the requester can complete
The intake flow is resumable, so a person can provide project details without needing to finish everything in one sitting. The questions can help clarify the request, goals, and information the team needs before deciding on next steps.
A protected review workflow
Staff can review submitted briefs in a protected workspace. From there, the request can be considered for follow-up, including a handoff into related Office or Consultation workflows when those features are enabled and appropriate.
Intake supports the collection and review of a request; it does not itself guarantee that a project is accepted, priced, scheduled, or connected to every external system. A person still reviews the information and determines the right response.
A thoughtful intake process can make the first conversation more focused for both sides. Explore Intake in the Docs and decide which questions would help your team understand a request without making the form feel like a barrier.
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A better first step: turning an inquiry into a structured brief
Intake helps collect project details in a resumable brief and gives staff a protected place to review incoming requests.