From new inquiry to signature in under 24 hours
An intake pipeline that screens conflicts, prepares a tailored engagement draft, requests partner approval, and sends the signature packet without a manual handoff.
The challenge
Where the workflow was breaking
Qualified prospects were waiting days while intake details, conflict checks, letter drafting, approvals, and follow-up moved between inboxes and people.
The system
What we built
We connected the intake form, screening logic, document generation, partner notification, approval gate, and e-signature delivery into one observable workflow with clear exception routing.
System map
From input to controlled outcome
- 01
Intake submitted
- 02
Conflict screen
- 03
Engagement draft
- 04
Partner approval
- 05
Signature request
Controls built in
- Anything other than a clear screening result routes to a partner.
- The signature request cannot send before explicit approval.
- The workflow limits AI access to the fields required for the task.
Capabilities delivered
Client, company, product, and website identities are withheld. Operational details are shown only at the level needed to explain the system.
Build the system behind your next operational win
Bring us the workflow, the constraints, and the tools you already use. We will turn them into a focused implementation plan.