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Create design intake records from client form submissions

Create design intake records from client form submissions

Your design questionnaire submissions arrive by email with attachments spread across folders, leaving coordinators missing context for project kickoff. It centralizes responses so work begins today.

Create design intake records from client form submissions

Overview

When design questionnaires sit in email or scattered folders, coordinators spend hours chasing context and files. This flow turns each submission into a centralized intake record with attachments, giving coordinators full context and enabling same-day assignment.

Create design intake records from client form submissions