What It Is

Structured intake forms and workflows that capture project requirements consistently, qualify opportunities, and route information to the right people automatically.

Why AEC Firms Need This

Inquiries come through email, phone, website, referrals. Details get scattered. Important information doesn't reach the right people. Automated intake standardizes capture and ensures nothing falls through cracks.

What's Included

Intake form design and hosting
Qualification logic and scoring
Automatic routing rules
CRM record creation
Team notifications and assignments
Response templates and automation

Common Questions

Will this feel impersonal to prospects?

Good intake forms are helpful, not bureaucratic. Prospects appreciate organized professionals. The form can be short and lead to immediate personal follow-up.

What about phone inquiries?

Your team uses the same intake form during calls. Data goes to the same place regardless of how the conversation started. Consistency without rigidity.

Can different project types have different forms?

Yes. Conditional logic shows relevant questions based on project type. A residential inquiry gets different questions than a commercial one.

Ready to Get Started?

Let's discuss how project intake automation can work for your firm.

Let's Talk

Project Intake Automation for Boise AEC Firms