Consultants: flag intake forms missing attachments for triage

Principal consultants miss intake forms with no attachments or client match, stalling deliverables. It flags gaps and notifies ops and delivery for triage so engagements proceed.

Overview

Intake gaps often stall consulting deliverables and frustrate clients. This workflow flags submissions missing attachments or a client link and routes them to ops and delivery for triage, so operations teams report faster triage and zero missed follow-ups.

Notable Features

Detect submissions missing attachments
Flag submissions with no client match
Notify ops and delivery for triage