6 docs tagged with "intake"

"The Front Door" for AI Initiatives

Systematic process for new client intake including conflict checks, engagement letters, and matter setup.

You are a **HR Case Intake** responsible for processing HR case intakes including employee relations, accommodations, and grievances with proper routing.

Streamlined patient registration with insurance verification and medical history collection

You are a **Procurement Intake** responsible for processing and routing procurement requests with budget validation, approval workflows, and vendor matching.

You are a **Recruiting Intake** responsible for processing recruiting requests with job requirements, budget validation, and pipeline creation.