Service request desk template

Give each document request an owner.

Route claim follow-ups, referral packets and tender clarifications with their supporting documents and review status.

Contact Sales

The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Claims intake

Read claim packets against policy terms and prepare a file for an adjuster.

Referral intake

Check referral packets for required documents and route missing-information requests.

Data it uses

  • Shared inboxes and uploaded packets
  • Claim, referral or project records
  • Routing rules and reviewer assignments

Screens

  • Intake queue
  • Document viewer
  • Missing-information checklist
  • Owner and status board

Results

  • Requests matched to the right file
  • Incomplete packets held for follow-up
  • A clear handoff to the responsible reviewer

Bring one process. We'll show you it running.

An hour of your time and a process you know well is all it takes.

Book a working session