Use case

Contractor intake

Gather contractor agreements, tax forms, licenses, insurance files, and contact details.

Start Vendor Intake

How teams use this

Send an intake link, collect vendor documents, review the AI-generated packet, and approve when ready. Typical packet review: 15–45 minutes.

Create vendor packetSee sample

Ready to start vendor intake?

Create a vendor packet and collect documents in minutes.

Start Vendor IntakeSample packet