Intake Outcomes Explained: Qualify, Disqualify, and Staff Handoff

This guide explains Intake AI outcomes, what triggers them, and what happens next operationally.
It includes sample scenarios for each outcome.

Step 1: Define Outcomes

Intake AI can assign three main outcomes:

1. Qualify – Intake meets criteria for follow-up or case handling

2. Disqualify – Intake does not meet criteria and will not proceed

3. Staff Handoff – Intake requires manual review or escalation

📸 Screenshot: Outcome rules panel

Step 2: What Triggers Each Outcome

Qualify

• Client answers indicate eligibility

• Required information is complete

• No red flags detected

Example Scenario:

A new client provides complete contact info and case details, meeting intake criteria. Intake is marked Qualify.

Disqualify

• Missing key information

• Client does not meet service requirements

• Case type not supported

Example Scenario:

A potential client submits incomplete information or requests a service your firm doesn’t handle. Intake is marked Disqualify.

Staff Handoff

• Ambiguous answers

• High-priority or complex cases

• Potential compliance issues

Example Scenario:

Intake indicates urgent case with unusual circumstances. System routes to assigned staff for review.

📸 Screenshot: Outcome labels in results UI

Step 3: Operational Next Steps

Qualify:

• Intake moves forward automatically
• Follow-up task or case creation triggered

• Disqualify:

• Client notified if configured
• Intake stored for records, no further action

Staff Handoff:

• Assigned staff receives notification
• Review and take manual action
• Update outcome after staff decision

This ensures each intake is handled appropriately.