Use case

Contractor intake

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

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Scenario

1099 contractor before first invoice

Northline Analytics hired independent data consultant Maya Ortiz for a 6-month engagement. Finance required W-9, signed SOW, and proof of business insurance before any payment.

  • Intake template: 1099 contractor (no COI required under $50K)
  • Maya submitted W-9 and SOW via mobile upload
  • Flag: SOW start date did not match purchase order
  • Procurement corrected PO; status moved to Ready in 48 hours

First invoice processed only after packet export marked Approved.

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