IntakeDesk

Where work gets stuck

Enquiries can stall between an email, a form and a private reminder. In a busy season, many clients may be waiting on different items at the same time.

This project is for tax offices, accountants, consultants, agencies and service businesses. The aim is to make the next decision visible to the people doing the work.

What a team might do

A tax practice receives a new enquiry during its busy season. A staff member can see the request, mark it waiting for an income summary, record a next action and follow-up date, and move it to ready when the information arrives. The context stays with the request instead of one employee's memory.

What the prototype does

• Shortcode enquiry form and private administrator queue
• Stages, missing information, follow-up dates and activity history
• CSV export, deletion and basic submission protections

What I built and tested

I designed and implemented this independent prototype to explore the business workflow and its technical constraints. Installable PHP/WordPress plugin using a private post type, capabilities, nonces, validation and tests. The repository explains how to run its real implementation and tests. Download the plugin package above to install it in a disposable WordPress site first.

Explore the demo and the code

Open the interactive browser demo to understand the workflow. Read the source and README for installation, local testing and implementation details. The plugin needs a WordPress installation and administrator access.

What this version does not claim

Could this fit your team?

Install on a disposable WordPress site and walk a fictional enquiry from first contact to ready for work. Review the team's real intake bottleneck before using customer data. There is no fee or obligation to adopt a product. Any work involving real data or a production deployment would need a separate scope and appropriate safeguards.

Tools and skills