Source Softwares
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Frontend-only intake workflow demo

Client/Vendor Intake Portal

Collect clean submissions, check for missing information, and give your team one place to review what came in.

This is a frontend demo using mock data. It does not upload or store real files.

Demo flowIntake + review
1External intake form
2Sample documents
3Processing timeline
4Internal review dashboard

External intake form

What the customer, vendor, or applicant submits.

Required document checklist

Click sample documents to attach them to the submission.

Attach sample documents to preview the workflow.

Fill the required fields or use the sample submission to run the demo.

Internal team preview

What the internal team receives and reviews.

Review queue

Use the sample submission to populate a realistic intake and preview the internal review dashboard.

1Required fields
2Document checklist
3Summary generation
4Internal review

What this demo is showing

This demo shows how a business could replace scattered email intake with a structured workflow. A real version could collect the right information, validate required documents, flag missing items, create summaries, and give the team a simple review queue.

Clean intake

Collect the same information every time instead of chasing details across email threads.

Missing item checks

Flag incomplete submissions before they slow down the team.

Review-ready handoff

Give the internal team a clear summary, checklist, and next action.

What a real build could include

These are production capabilities a real intake system could ship with. This public page stays frontend-only.

Secure upload links
Login or invite-only access
File validation and malware scanning
Database-backed submission tracking
Email notifications
CRM or spreadsheet integrations
Role-based review permissions
Approval workflows
Audit history
Exports to CSV, PDF, or internal systems
Background jobs for file processing
AI summaries and classification where useful

Have an intake process that still runs through email?

Send me what people submit today, what your team has to check, and where the information needs to end up. I can help figure out whether it should become a small portal, an automation, or something simpler.