Structured intake, not scattered forms
Instead of a patchwork of PDFs, emails, and ad hoc spreadsheets, we build a single intake system with standardized fields, requirements, and visibility.
- Configurable data fields for different client types
- Inline guidance so staff know what’s required and why
- Validation that reduces back-and-forth and missing information
Compliance-aware from the start
We align your intake data model with your regulatory obligations — not after the fact. That means you’re not scrambling during reviews or audits to prove what you knew and when.
- Clear mapping between fields and regulatory requirements
- Basic audit trail for key updates and decisions
- Exportable logs you can provide to regulators or internal audit
Built to extend into monitoring and analytics
Intake is the first step in the lifecycle. We design your system so that risk scores, flags, and ongoing monitoring can be layered on later — without re-entering or restructuring the data.
Discuss your intake system