Turn your PDF packet into a branded intake portal.
The AI Intake Automation Kit replaces email attachments, incomplete forms, and manual chasing with a clean portal that collects information, uploads, acknowledgments, signatures, and an internal summary in one place.
New Vendor Setup
Email was never meant to be your onboarding system.
If your team sends PDFs, waits for attachments, retypes data, or asks “did they send the W‑9 yet?”, you have a process leak. It slows sales, accounting, ops, and customer experience.
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 clean audit trail
Approvals, signatures, uploads, and follow-ups are scattered across threads and individual inboxes.
A complete intake system, not just a 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 named cleanly so your team can find them later.
3. Internal summary
Every submission generates a clean owner/team summary with key details, missing items, and next steps.
4. Automation handoff
Optional routing to 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 “how to use this” handoff.
6. First improvement pass
After early submissions, we tune confusing fields, notification wording, missing-item rules, and team workflow.
Start with one portal. Expand after it works.
The offer is intentionally narrow: pick one high-friction intake process, install it, prove the value, then decide what to automate next.
Process Audit
Send the PDF/form/process. We map the portal opportunity and recommend the first version.
- One workflow reviewed
- Fields/files/routing mapped
- Portal scope recommendation
Hosted Portal — First Form
setup + $100/mo hosting/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
Additional Forms
+ $50/mo hosting/maintenance per form
Additional KYC, vendor, quality, quote, onboarding, or compliance forms with reusable shared fields and separate routing/reviewer logic when needed.
Best first use cases: vendor onboarding, subcontractor packets, customer credit applications, dealer setup, rental applications, RFQ intake, quote request forms, and document-heavy onboarding.
Send us the packet you want to stop chasing.
Attach or link the current PDF/form/process and we’ll tell you what the portal should collect, where files should go, and what the internal summary should include.
Request a demo
Email: mike@rmdconsultingservices.com
RMD Consulting Services · Tampa, FL · Practical AI systems for owner-led businesses.
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