Include project title, description, timeline, budget range, and contact details as core fields. Add dropdown menus for project type and priority level to help with automatic routing and resource planning.
Show relevant fields based on project type selection. For example, display design-specific questions only when someone selects a design project, keeping forms clean and focused for each request type.
Configure AI to analyze project descriptions and automatically tag requests by complexity, department, or skill requirements. This speeds up assignment and helps teams prioritize their workload effectively.
Allow clients to attach reference materials, existing designs, or requirement documents. According to Harvard Business Review research, projects with clear initial documentation are 65% more likely to meet deadlines and stay within budget.
Send immediate confirmation emails with project reference numbers, expected response times, and next steps. Include links to project portals where clients can track progress and communicate with your team.
Use smart fields that help clients understand realistic timelines and budgets based on their project scope. This reduces back-and-forth negotiations and sets proper expectations from the start.
Streamline client intake and project scoping to focus more time on delivery.
Standardize project requests and automatically route work to specialized team members.
Capture technical requirements and client specifications for accurate project estimation and planning.
Organize campaign requests from internal stakeholders with clear priorities and resource requirements.