Client Intake Portal Builder Stack (Paper/Email Forms → Smart Schema & Secure Uploads → Automated Onboarding System)
Give agencies and professional service firms a complete, repeatable AI system to convert manual intake into a secure, automated portal using ChatGPT for planning, Codex for code, and Supabase for auth, storage, database, and real-time workflows.
Help agencies, accountants, lawyers, consultants, clinics, brokers, and professional service teams replace email-based onboarding with a secure intake portal that captures complete data the first time, validates documents, enforces RLS and consent, and produces a trackable case file your admins can review and approve.
Eliminates back-and-forth emails, missing details, unsecured file sharing, and inconsistent approvals by providing a structured schema, validated form flows, secure storage rules, a role-based admin dashboard, notifications, and measurable conversion analytics.
This stack turns scattered client emails and PDFs into a production-ready intake portal with smart forms, secure file uploads, status timelines, and an admin review dashboard. Use ChatGPT to elicit requirements and UX, Codex to scaffold code and queries, and Supabase to handle Postgres, Auth, Storage, RLS, and notifications. The stack includes schema blueprints, file rules, API/webhook specs, admin workflows, and executive-grade security and analytics prompts so you can deploy fast with confidence.