Connecting...
Project Intake / Scoping
Capture objectives, stakeholders, dependencies, and the project brief up front so every engagement kicks off with a clear, agreed scope.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Project Brief
6 fields filled
Objectives
Stakeholders
Dependencies
Project Name
Target Date
Budget
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 6
- extracted from the files
- On the form
- 9
- fields in total
Start with Project Intake / Scoping
Import the template and send your first request in minutes.