Intake + onboarding

A high-volume intake system built around qualification decisions.

See what changed

What needed to change

Applications, eligibility evidence, review, and follow-up moved through generic forms and inboxes that obscured status and ownership.

What we built

A configurable intake journey with structured applications, reviewer workflows, document controls, status transitions, and operational reporting.

The outcome

Onboarding time + follow-up effort

Applicants moved through a clearer process while operations reduced follow-up and could identify stalled work earlier.

Have a similar workflow to improve?

Tell us where the work gets stuck. We will help define the next practical step.