AI workflows for intake and handoffs.

Taking in new requests, clients or cases and handing them cleanly to the people who do the work.

Who does this work

  • Intake coordinator
  • Intake specialist
  • Client onboarding coordinator

4 workflow templates ready to adapt, and 3 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Check a job is ready to build
  2. Check a new intake is complete and hand it on
  3. Prepare the administrative side of a care transitionIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a job is ready to buildBefore a production order or pilot build starts, matches each requirement to its approved drawing or specification and lists revision conflicts, document gaps and part shortages.Workflow templateCheck a new intake is complete and hand it onHolds a new application, referral, inquiry, claim, change request or offer against its required-items checklist, names each missing item and who supplies it, drafts the request and hands one complete packet to the person who acts.Workflow template
Prepare the administrative side of a care transitionChecks a discharge plan's follow-up services into a handoff checklist of appointments, outstanding records and named owners.Illustrative · not built yet

Workflow templates

Incoming referral completeness checkWhen a referral arrives, the coordinator gets one checklist: what the referring office sent, held against the practice's own referral checklist, what is missing or needs a new copy, and a draft request for exactly those items. A clinician sets urgency; nothing is sent until the coordinator approves it.Workflow templateInquiry handoffEvery new inquiry reaches the firm’s conflict review and the responsible attorney as one complete packet on the day it arrives, with each missing item named and someone assigned to supply it.Workflow templateJob readiness packetBefore an order goes to the floor, the production or quality lead gets one packet: each requirement matched to its approved drawing, specification or inspection plan, with conflicting revisions, gaps and material shortfalls listed. The owners decide; nothing is approved or released.Workflow templateMatter-opening checklist preparationEvery accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.Workflow template

Request this workflow

Tell us the intake and handoffs work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of operations and process improvementEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of operations and process improvement

Operations and process improvement workflow templates by industry