Turn a messy PDF packet into a clean intake system.
The Intake Portal replaces email attachments, incomplete packets, and manual document chasing with a branded portal that captures the right information, routes the next step, and gives your team a cleaner internal handoff.
Already know PDFs, uploads, or document chasing are the problem? This page shows the likely first build. If you want RMD to confirm that before any build starts, request the workflow audit.
New Vendor Setup
Email was never meant to be your intake system.
If your team sends PDFs, waits on attachments, retypes data, or keeps asking “did they send the W-9 yet?”, the workflow is leaking time and creating preventable delays for sales, accounting, ops, and customers.
Incomplete packets
Customers and vendors skip fields, miss documents, or send the wrong version of the form.
Manual re-entry
Someone has to copy information from PDFs and inboxes into QuickBooks, CRM, spreadsheets, or folders.
No clear next owner
Approvals, signatures, uploads, and follow-ups get scattered across threads instead of moving through a visible workflow.
A complete intake workflow, not just a prettier form.
1. Branded intake portal
Your logo, colors, instructions, required fields, upload slots, terms acknowledgments, and signature blocks.
2. File collection + routing
Uploads are organized into the right folder structure and routed cleanly so the team knows what happens next.
3. Internal summary
Every submission generates a clean owner/team summary with key details, missing items, and the next recommended action.
4. Workflow handoff
Optional routing into QuickBooks, CRM, email, OneDrive/SharePoint, Google Drive, Airtable, or a dashboard.
5. QA + launch checklist
Test submissions, edge-case checks, rollback notes, admin guide, and a simple operational handoff.
6. First improvement pass
After real submissions, we tighten confusing fields, notification wording, missing-item rules, and team workflow.
Best when documents, approvals, or uploads keep slowing the business down.
Strong use cases
- Vendor onboarding
- Subcontractor packets
- Customer credit applications
- Dealer setup
- RFQ / quote intake
- Compliance or document-heavy onboarding
Why it works
- More complete first submissions
- Less attachment chasing
- Cleaner internal handoffs
- Better owner visibility into open work
Representative screens show the likely build path without pretending to be client proof.
These examples are here to make the implementation tangible. They are representative workflow views, not named client portals.
Intake portal
Branded instructions, required fields, uploads, and signatures in one place instead of scattered attachments.
Missing-item state
Clear prompts for incomplete submissions so teams stop chasing missing documents through email threads.
Owner summary
A clean internal handoff with key details, missing items, and the next recommended action.
Start with one portal. Expand after it works.
The offer is intentionally narrow: diagnose the intake leak first, install one high-friction portal or workflow, prove the value, then decide what to automate next.
Step 1: Lead & Workflow Leak Audit
Start with the audit so RMD can confirm whether the right first build is a portal, routing fix, follow-up queue, or another intake workflow improvement.
- One workflow reviewed
- Leak diagnosis + ranked fixes
- Best first build recommended
- $950 credited toward implementation if approved within 30 days
This is the paid front-door diagnostic before any build work begins.
See audit detailsHosted Intake Portal — first form flow
setup + $100/mo hosting and maintenance
- 1 branded form flow from approved PDF/process
- Required fields, uploads, attestations/signature
- Internal notification + submitter confirmation
- Storage handoff/spec, testing, and one launch revision round
Each additional form flow
+ $50/mo hosting and maintenance per form
Additional vendor, quality, quote, onboarding, or compliance form flows with reusable shared fields and separate routing/reviewer logic when needed.
Good expansion path: once the intake portal is working, RMD can add follow-up queues, reporting dashboards, AI helpers, and adjacent workflow automation around it. The $950 audit fee is credited toward an approved implementation when you move forward within 30 days. If you already have the packet ready to review, include it in the audit request.
Start with the audit, then send the packet.
Attach or link the current PDF, form, or process in the audit request and RMD will tell you what the portal should collect, where files should go, and what the internal summary should include.
Send your workflow for review
Use the audit request form to share the workflow and any current packet or supporting files.
Initial review target: one business day. RMD replies with fit confirmation and next-step commercial terms, a few clarifying questions, or an honest no-fit response.
Send my workflow for review