Intake
Turn unstructured client discovery and RFPs into a clear project mandate.
The Intake module ingests complex client briefs, RFPs, organizational charts, and discovery notes, automatically converting messy documentation into a structured engagement baseline.
What this module includes
- Extracts client requirements, deliverable commitments, and project constraints with direct citation links.
- Identifies sponsor stakeholders, department contacts, and target participant groups automatically.
- Detects scope ambiguities and missing project information early so your team qualifies deals with clarity.











