Intake Brief
An illustration of the brief form: the contact, the need, the buying signal and the timeline on one screen. Intake is a voice job in build, and no brief has been produced for a customer.
Illustration of an intake handback.
Gridex is a managed operations service for evidence-heavy work. We collect, chase, check, refresh, file, and report across the systems your team already uses — work that crosses people, providers, files, changes, and deadlines.
Your existing tools, channels, and processes keep running. Gridex moves into specific streams of work — some, not all — without asking your team to adopt new software or change how the work arrives.
The same request lands again and again. This is one of the shapes Gridex is built to take over, so your team does not run it.
A queue that never reaches zero. Gridex is built to work it down in the background, oldest first.
Work waiting on one person’s review. Gridex is designed to prepare it into a form built for review, with the checks already run.
Proof due on a fixed date. Gridex is designed to assemble the evidence against that date.
Whichever shape you arrive in, it starts the same way: one recurring block of work, run for you — watch one run below.
Gridex operates the apps you already pay for. You don't open a dashboard, assign tasks, or learn new tools. The result shows up where it should — ready for your team's review.
Every run ends the same way: something concrete lands in your team's hands.
An illustration of the brief form: the contact, the need, the buying signal and the timeline on one screen. Intake is a voice job in build, and no brief has been produced for a customer.
Illustration of an intake handback.
An illustration of the packet form: what a reviewer would see gathered on one screen, with the checks listed above the decision. Nothing here was assembled for a customer.
Illustration of an approval packet.
An illustration of the ledger form: what has arrived, what is still outstanding, what was followed up and when. Nothing here was chased for a customer.
Illustration of a follow-up ledger.
An illustration of the report form: counts, a trend line, and the exceptions a reviewer would see. The figures are invented and no such report has been produced.
Illustration of a recurring report.