Managed Intake & Qualification

Turn messy inbound requests into qualified briefs your team can act on.

Gridex captures inbound calls, forms, emails, or chats, asks the right follow-up questions, enriches the context, scores priority, routes next steps, and delivers a structured intake brief.

See law firm example → Discuss intake →
Workflow Output

The deliverable is not a form response. It is an intake brief ready for action.

Gridex turns scattered inbound material into a structured work packet: source context, missing facts, qualification logic, priority, owner, and the next step inside the system your team already uses.

Gridex Output Intake Brief Ready for review
Signals In
Source Form submission, missed call, email thread, referral note
Context Contact details, request type, timeline, source record, prior notes
Missing Budget, urgency, conflict check, documents, preferred follow-up
Qualification
Fit Criteria matched against service area, risk flags, and required facts
Priority Urgency scored from deadline, client value, completeness, and channel
Review Low-confidence or sensitive items held for human approval
Brief Out
Summary Plain-language brief with source evidence and unresolved questions
Next step Recommended action, owner, routing destination, and follow-up draft
System Posted to CRM, practice system, inbox, task queue, or shared record
What Gridex Operates

Intake is a chain of small decisions, not one form.

The managed service covers the logic, integrations, briefs, and ongoing changes that usually sit between an inbound request and a useful human decision.

01 Qualification logic

Criteria, branches, disqualifiers, urgency signals, missing-information rules, and escalation thresholds.

02 System integration

CRM, practice management, help desk, forms, calendar, email, and internal notification tools.

03 Brief generation

Structured summaries that help a human decide quickly without reading the whole transcript or thread.

04 Ongoing operation

Changes to criteria, routing, prompts, integrations, and edge cases as the business learns.

Vertical Adaptations

The same operating pattern adapts to different professional workflows.

Each vertical changes the criteria and destination system, but the underlying motion stays stable: capture context, qualify fit, prepare the brief, route the next action.

Live Law firm client intake

Practice-area branching, lead qualification, conflict flags, statute-of-limitations notes, and attorney-ready briefs.

View example
Pattern Broker risk intake

Client AI usage inventory, renewal-readiness questions, policy document collection, and risk-review briefs.

Future campaign
Pattern Agency lead qualification

Budget, scope, timeline, channel mix, asset availability, and priority scoring before a strategist gets involved.

Future campaign
Pattern Advisor onboarding

Prospect fit, document checklist, account context, meeting prep, and next-step routing for advisory teams.

Future campaign
Controls

The AI prepares the work. The business keeps the decision layer.

Managed intake is designed around review boundaries, traceability, and architecture choices that match the sensitivity of the workflow.

01 Human approval

Users review the brief before accepting, rejecting, escalating, or sending anything client-facing.

02 Audit trail

Source inputs, generated summaries, routing decisions, approvals, and exceptions can be logged.

03 Data boundaries

Architecture can be cloud, local, or hybrid depending on sensitivity and workflow needs.

Have an intake workflow that is leaking time or leads? Let's map it.

ryan@gridex.dev →