Single front door intake design guide
Turn scattered requests into a reliable flow with clear ownership and safer handling of sensitive info.
What is the guide
A practical playbook to choose one entry point, set shared rules, and route requests fast and fairly.
Who is it for
Teams drowning in emails, texts, forms, and spreadsheets who need one queue, one owner, and fewer dropped handoffs.
Four ready-to-use deliverables
A one-page policy, minimum data standard, triage decision tree, and rollout checklist
Faster acknowledgements, visible queues, and fewer “where is this?” pings in the first 30 days
What you will walk away with
FAQs
Do we need new software to do this?
No. Standardize channels, policy, and queues first. Upgrade tools only after the process is stable.
Is this just “one form fixes everything”?
No. This checklist is built to work even when data is messy. The goal is clarity, ownership, and priorities.
How do we handle walk-ins, court deadlines, or emergencies?
Allow exceptions, but log them. Human first, then record, so exceptions do not become a shadow system.
How do we avoid “triage is gatekeeping”?
Triage is a fairness tool when demand exceeds capacity. The goal is a clear next step, not silence.
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Turn your design into a clear next step
In 30 minutes, we will review your top 3 bottlenecks and top 3 trust risks. You will leave with a prioritized next step that fits your mission and capacity.
30 minutes. Clear priorities and a next step you can act on.