Scopes new engagements against the intake checklist.
Activation complexity
Medium
Time to activate
10-14 days
Volume share
25-35% of role volume
Impact range
50-65% faster
Inherited pricing
€1.00 – €3.50 per Project event handled
This capability shares the Client Delivery Coordinator's metered unit. A Project event handled is counted once at the role level regardless of which capability handled it. Adding this capability to an active deployment does not change the per-action price.
What this capability handles
Project Intake reads new engagement requests from sales, CRM, or direct client ask, runs them through the intake checklist, drafts a scoped brief with assumptions and gaps flagged, and surfaces to the delivery lead — with scope-ambiguity and client-commitment-sensitive items routed for review.
Workflow summary
Reads request, runs checklist, drafts brief, surfaces gaps.
Stages
Decision logic
Uses intake-checklist logic, precedent-matching rules, and scope-ambiguity thresholds to auto-scope, flag-gap, or route-to-lead.
Systems and data
{"project tool",CRM,"document store",messaging}
{"engagement records","sales handoff","prior scopes","intake checklist"}
Exceptions & human handoff
Scope ambiguity, client-commitment-sensitive asks, or net-new engagement types route to the delivery lead for review.
Scope ambiguity, net-new engagement type, or client-commitment flag.
Readiness
Intake checklist documented, CRM-to-project handoff current, precedent-scope library accessible.
Owner on client side · Head of Client Services
Impact contribution
30-40% of role impact is intake-cycle compression with scope discipline.
Primary KPI · Engagement-intake cycle · 50-65% faster
Capability-specific integrations
Beyond the Client Delivery Coordinator's base stack, this capability plugs into:
The chat opens with Client Delivery Coordinator and Project Intake pre-selected. You can add other capabilities during the conversation.