DIRECT ANSWER · How do we receive complete requests from the form onwards?
Start from the decision that follows the request: what information and which documents do you need to answer it? The form asks for exactly that, adapts its questions to the answers, checks the documents received and creates the file in your tools. What is missing is requested right away, not three days later.
The real cost of an incomplete request
An incomplete request creates invisible work: an email to ask for the document, a wait, a second read, then re-entry into another tool. Repeated for every request in the week, that is often where the team's time goes.
What the machine does
One way in
Online form, email or document upload: every channel ends up in the same file.
Questions that adapt
The form only asks what this type of request needs, and explains why.
Documents checked
The system checks that a document is present, readable and of the right type, and flags what is missing.
A file created in the right place
The information is entered once into your CRM, spreadsheet or software, with the next action.
Where you stay in control
Accepting a request, handling an exception or settling an ambiguous case remain human decisions. The system prepares the file and shows what is missing; it does not turn a client away on your behalf.
Personal data
The intake only asks for what is needed. We document where each piece of information is stored, who can access it and for how long, which supports your obligations under Québec's Law 25 and equivalent laws.