Client Intake on the Uncountable Portal
Client intake should create a ready-to-run job, not another email thread for someone to interpret, chase, and re-key.
Contract labs and CROs often receive requests through incomplete forms, inboxes, calls, and attachments. Before work can begin, operations teams must clarify requirements, verify sample and testing details, assign ownership, and manually turn the request into a scheduled piece of work.
Uncountable’s client intake portal gives external clients a structured way to submit requests through a configurable form. Required information is captured before submission, and the completed request becomes a usable record for the laboratory rather than an unstructured handoff.
This solution brief is for contract labs and CROs looking to improve intake quality, reduce administrative effort, and move client work into the lab more quickly.
Inside this solution brief:
- How configurable intake forms capture complete request information
- Ways to reduce clarification cycles before work begins
- How client submissions become structured laboratory records
- Why structured intake supports better scheduling and handoffs
- What changes when client work enters through one controlled process
Make every client request ready for the work that follows, not another thread to untangle.
FAQs
No. Clients receive a secure link and sign in. There is nothing to install and no seat to buy, and they see only the forms and jobs you have invited them to.
Yes. Forms, methods, and required detail are configurable per client and per service, so a routine testing client and a complex development client can each get the form that fits their work.
Invited users access specific forms only, never the full platform. Data is isolated at the schema level, so your organization’s data is never mixed with another’s.
Into your lab system as a scheduled job, with the client’s detail attached and nothing re-keyed.
