Client Intake Automation

This is a standalone project template

Located in projects/acme-client-intake/

Client Intake Automation
Professional services client onboarding with AI document extraction and conflict checking.
prototype
AI
Legal
Automation
Document Processing

Features

  • AI document extraction
  • Conflict checking
  • Admin dashboard
  • Email notifications

Project Structure

projects/acme-client-intake/
├── components/      # React components
├── lib/
│   ├── actions/     # Server actions
│   ├── db/          # Database schema
│   └── ai/          # AI integrations
├── README.md        # Documentation
├── Makefile         # Build commands
└── package.json