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business gcstarter+low risk

Client Intake Form Processor

Automatically extract and organize client intake form data into case files.

≈ 25 minutes saved per run.

What it does

Automatically processes intake forms and populates client database with extracted information.

Inputs

  • Intake Form (PDF/Image)
    file · required
  • Form Template
    string · optional

Outputs

  • Extracted Client Data
    json
  • Case File Record
    json

Guardrails

  • Verify extracted data
  • Manual review recommended
Disclaimer:Preliminary extraction. Staff should verify accuracy before case creation.
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