Industrial RFQ systems · SOULTWARE LLC
Client intake for engineering firms
Engineering firms need enough context to decide which expertise and next conversation a project requires. An intake system can structure the first exchange while leaving technical interpretation to qualified staff.
Understand the project and its stage
Ask what the client wants to achieve, which project stage they are in, and what work has already been completed. Distinguish a concept, a developed design, an active project, and a request for independent review.
Capture relevant disciplines, interfaces, site or operating conditions, and known decisions. A short narrative may reveal an important constraint that a rigid checklist misses.
Collect documents with context
Provide a clear path for plans, specifications, calculations, and reference material. Label the files, source, and revision where known so reviewers can tell what they are looking at.
Set access and retention rules that match client expectations and contract requirements. Avoid collecting sensitive files before a secure handling process is agreed.
Route the request to a responsible reviewer
Assign an owner who can determine fit, identify missing information, and set the next step. The intake record should preserve who made that assessment and what the client was told.
The system should help the firm respond consistently without representing an initial screening as a professional engineering conclusion.