Virtual-office intake
Receive a virtual-office enquiry and collect only the information needed for human service-fit, eligibility, and compliance review.
Primary roles: virtual-office-mailroom, sales-manager, owner-operator
Stages
1. Collect and review
Gather minimum necessary information and require an authorized eligibility decision.
Manual tasks
- verify completeness
- assess fit and risk
- approve decline or escalation
Automation opportunities
- validate fields and create a restricted review task
Suggested tools
Risks
- A complete form is not proof of identity
- eligibility
- or legitimate service use.
Success metrics
- Every intake has a named reviewer and no service begins before documented human approval.
Last reviewed: 2026-07-18