Managed Intake & Routing:
the front door, structured.
Incoming requests across channels — inboxes, web forms, PDFs, uploaded documents — extracted, classified, routed to the right reviewer, and tracked through to closure. Sensitive workflows supported with built-in human approval and a full audit trail.
Requests arrive faster than they can be triaged.
For any organisation that receives structured requests at volume — applications, submissions, enquiries, claims, support tickets, vendor proposals — the intake process is usually the operational bottleneck. Requests arrive in inconsistent formats across channels. Triage takes time. Routing decisions are inconsistent across the team. Status is unclear. Audit trail is thin.
Sensitive workflows — anything involving regulatory, financial, or legal stakes — make the problem worse. The intake function carries real risk, but it's rarely treated as a system.
Multi-channel intake, structured extraction, governed routing.
The Managed Intake & Routing System turns the intake function into a governed workflow:
- Multi-channel intake — inbound from email, web forms, PDF uploads, document attachments, structured APIs
- Structured extraction — content parsed into a schema appropriate to the workflow domain
- Classification — each request categorised against your taxonomy
- Routing — directed to the right reviewer based on type, content, and load
- Status tracking — every request has a state, an owner, and a deadline
- Closure and audit — outcomes recorded, audit trail retained
Sensitive workflows: human approval at every gate.
For requests with legal, regulatory, or reputational stakes, the system inserts human approval gates between extraction, classification, and action. No automated decision affects an outcome without human review. The audit trail records the human decision alongside the system context.