/projects

Client Intake Builder

no-code, explainable client intake with an audit trail

  • TypeScript
  • Next.js
  • FastAPI
  • Postgres

client-intake-builder.pages.dev β†—

A no-code builder for client-intake forms with explainable, deterministic recommendations and an auditable operator review trail. Operators define an intake form, attach rules, run decision traces over public submissions, then review, accept, or edit recommendations in a queue and publish shareable read-only reports with JSON/CSV exports.

It’s built around tenant-scoped projects, versioned form schemas, a rules engine, and role-based access (owner / admin / operator / viewer) β€” aimed at people running service workflows (coaching, recovery, academic triage) who want a transparent decision trail instead of one-off spreadsheets.

A Next.js 16 frontend over a FastAPI + Postgres backend with raw-SQL migrations and seeded demo tenants. The portfolio demo runs client-side on bundled seed data β€” the studio, intake, review queue, and share reports all explorable, read-only.