Intake Submissions
Intake Submissions are enquiries that arrive through your public web forms — a website contact form, a new-invention enquiry, and so on. Cadence IP collects them in one place so you can review each one and, with a couple of clicks, turn a genuine enquiry into a fully populated matter.
The submissions list
Click Intake Forms in the sidebar; its badge shows how many submissions are waiting. The list has two tabs:
- Pending — new submissions you haven't dealt with yet.
- Processed — submissions you've already approved or rejected.
Each row shows the Form it came from, when it was Submitted, and a short Preview of the content — enough to see whether it's a real enquiry worth pursuing. Click a submission to review it in full.
Reviewing a submission
Opening a submission shows the Review Submission screen: the form's name, when it was submitted, and every field the person filled in — for example their email, phone, name and a summary of their invention.
At the top you'll see which kind of matter this submission will create (for example a "Create new Provisional Patent" chip). Before approving, check the submitted values and correct anything that needs it.
How fields map to a new matter
The power of intake forms is that each submitted field already knows where it belongs. Beside every value is a small mapping chip showing its destination on the new matter:
- Contact details map to a role's contact — for example the email, phone, first name and last name become the client contact's details (shown as → email, → phone, → first_name, → last_name).
- Other answers map to a matter field — for example an invention summary lands in a data field on the matter.
These mappings are defined when the form is built, so most submissions are ready to approve as-is. You're simply confirming the values and that each one is going to the right place.
Approve or reject
When you're satisfied, click Approve & Create Matter. Cadence IP creates the new matter of the chosen type, creates the client contact and assigns their role, and fills in the mapped fields — all in one step. The submission then moves to the Processed tab.
If a submission is spam or not something you'll act on, click Reject. It's marked processed without creating anything.
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