By job
One link, every request type, no accounts
A form collects a request. It doesn't assign an owner, chase a reply, or say whose turn it is. A portal gives people one branded place to ask, and turns every submission into tracked work with a name against it.
The form was never the hard part
Most teams solve intake in an afternoon: a form, a link, a spreadsheet behind it. The problems start on submission two hundred. Nobody owns a row. Status lives in whoever remembers. The requester emails to ask where their thing is, and answering means scrolling. The form captured the request perfectly and did nothing with it.
Today
- A shared form drops rows into a spreadsheet nobody owns
- Work is assigned by whoever spots it first, or in a group chat
- Status is a colour on a cell, updated when someone remembers
- Requesters chase by email because there's nothing to link them to
- Half-finished requests go quiet with no one accountable
- "How long does this usually take?" has no answer
On stepbase
- A public link anyone can submit through: no account, no login
- Every submission opens a tracked instance with a named owner
- Requests route themselves on what was submitted, not who reads it first
- Anyone in the workspace can see where a request sits without asking its owner
- Nothing sits unowned: each stage has someone responsible
- Every step is timestamped, so cycle time is a fact rather than a guess
How it works
Publish the portal
One branded page listing every request type you accept, on a link anyone can open. Clients, other departments and the public submit without an account, and a form you publish next week appears on it automatically.
No account needed. Anyone with the link can submit.
Route on what came in
Branch on the submission itself. Video work to the editors, brand work to design, anything over budget to a lead first.
Give it an owner
Each stage lands with a person, a team, or a role. Team-assigned work is claimed, and the claim is recorded, so there's always an answer to who did this.
Track it to done
The request moves through its stages with every action timestamped, so status is something you read off the request rather than something you ask three people about.
Start from a template
Every template is fully editable: change the stages, forms, and routing to match how you work.
Client Enquiry
A public enquiry form that reads the budget and sends the big ones straight to the founder.
View templatePublic Form
A public, no-login form anyone can submit via a shared link. Collects a submission and closes, with no review or approval.
View templateVerification Requests
Compliance checks with a risk score that decides who signs off.
View templateFAQ