CLIENT INTAKE WORKFLOW PLATFORM
IntakeFlow helps teams collect, review, and manage client intake submissions
A deployed intake platform where administrators build structured forms, review client submissions, and manage application outcomes.
How it works
1. Admin builds workflows
Admins create reusable workflows and define the fields clients need to complete.
2. Clients submit forms
Clients register, sign in, complete workflows, and track their submission status.
3. Admin reviews submissions
Admins review submitted answers and update each application as In Review, Approved, or Rejected.
Client Portal
Clients can create accounts, submit intake workflows, and view their application status.
Admin Workspace
Admins can manage workflows, review all submissions, and update review outcomes
Stack and Deployment
Built with Next.js, TypeScript, Express, Prisma, PostgreSQL, JWT auth, Vercel, Render, and Neon.
Project highlights:
- JWT authentication and role-based authorization
- Client-only access to personal submissions
- Admin access to all submissions
- Workflow page and field management
- PostgreSQL database with Prisma ORM
- Production frontend, API and database deployment