Proposal
Every client request,
organized the moment it arrives.
A Lead & Document Intake Hub built around how requests actually reach Ampcore — scattered across email and your website — so nothing gets lost and nothing needs sorting by hand.
The Problem
Where things break down today.
Client requests arrive by email with no structure.
Attachments — drawings, DEWA documents, site photos — pile up with no link back to a client.
The website lead form and the inbox never talk to each other.
The Solution
Three pieces, working as one system.
Unified intake
Requests from your website form and your inbox land in one place — captured, timestamped, and ready to work with. No more toggling between tabs to piece a lead together.
AI document classification
An AI agent reads incoming messages and attachments, extracts client and project details, and files each document against the right record. Anything ambiguous is flagged for a human to review before it's stored.
A clean admin panel
A pipeline view of every active request, a per-client profile page with the full document history, and search and filters that actually find what you need — built for your team, not a demo.
Boundaries
Scoped deliberately.
Three things this project intentionally does not do — because doing them well would mean building the wrong tool.
No pricing automation.
Pricing stays with your team, since it varies by client.
No booking automation.
Meeting durations are too variable for a rigid calendar.
No task assignment.
You already have a system for that. We connect to it, not replace it.
The flow
How it fits together.
Investment
A single fixed fee.
- Unified intake — website form + email in one system
- AI classification agent with human review flag
- Admin panel with per-client profiles, pipeline & search
Handoff integration to your existing task tool scoped separately based on its available API.
Next steps
- 01Confirm scope.
- 02inSylos shares timeline and final terms.
- 03Build begins.
Ready to move forward?
Prepared for Ampcore Electrical Fitting Contracting LLC · 1 January 1970