Client intake web forms with conflict checks
Private Anonymized
An intake flow that captures clean data and flags conflicts early.
What I built
- Structured forms with progressive disclosure and validation.
- Automated routing and conflict checks.
- Created a repeatable intake checklist.
Context
Stack
Outcomes
- Reduced intake turnaround from days to hours.
- Cut duplicate requests with clear routing rules.
- Metrics available on request.
Details available on request.
Screenshots and examples use synthetic or redacted data.