What made it interesting
Most lead forms stop at collection. This project was about the workflow behind the form: what data matters, how the first pass should be accelerated, and where human operators need control after automation has done its part.
Workflow case study
Lead Intake System
Lead capture, qualification, routing, and review for operational teams
Capture + route + review
A system design exercise focused on what happens after the form submission: structure, qualification, routing, follow-up, and human review.
Project type
Internal tool / CRM workflow
Focus
Capture, qualify, route, operate, review
What I handled
Product framing, interface design, system architecture
Status
Portfolio-native reconstruction
Case study narrative
The relationship, the system, and the outcome matter together. This page stays on the case-study side of that line. The deeper technical archive lives on the linked project pages.
What the system had to do
The product needed structured capture, AI-assisted qualification, owner routing, notification hooks, duplicate hints, and a review surface where the team could correct or override the system. The goal was not just speed. It was trustworthy momentum.
How it was framed
The portfolio version reconstructs the product as a proof chapter instead of embedding a real app. That made it possible to show the architecture through curated UI surfaces while still focusing on real workflow decisions and the operations logic underneath them.
Why it belongs here
This project captures the kind of work I want more of: websites and internal systems that connect presentation to actual operations. The form is just the beginning. The useful part is what the system does next.