Client Intake Portal
A structured intake and quoting portal that replaced an email-and-spreadsheet process.
Overview
A multi-step intake portal that captures structured project requirements, attaches supporting files, and issues a tracked reference number for every submission.
The Problem
Enquiries arrived as unstructured emails, so scoping required several rounds of follow-up questions before work could even be quoted.
The Solution
A guided wizard that asks the right questions up front, validates every answer server-side, and files each request against a traceable reference number.
Where It Stands
Scoping calls start with complete requirements instead of a blank page.
Key features
- Multi-step guided intake
- File attachments
- Automatic reference numbers
- Spam and abuse protection
Technology
Want something like this?
Bring your version of this problem into the lab and we’ll scope it with you.
Start a projectMore from the lab
Open for new projects
Have a problem worth solving?
Bring it into the lab. Tell us what you need and HiveHex Labs will scope it, build it, secure it, and support it.