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When clients send requests or change orders, you want a structured intake process so you can track, prioritize, and assign them without chaos. The Client requests intake template in Teamwork gives you one shared queue for incoming client work instead of scattered emails and chat messages.
You capture every request in a consistent format with client, summary, urgency, and impact, then route it to the right person or project. The template acts as a client request intake form template and change request workflow example in one, so your team knows exactly where to look and what to do next.
Use it as your standard client ticket submission process so you respond faster, prevent requests from being missed, and keep a clear record of what was asked and how it was handled.
What is the Client requests intake template and what problem does it solve?
The Client requests intake template is a simple workflow for logging and managing client requests inside Teamwork. It standardizes how you capture who asked for what, why it matters, and how urgent it is.
This solves the common problem of requests arriving through different channels and getting lost. With one intake point, you see the full picture of demand from clients and can respond in a more organized way.
How do I use this template in Teamwork for day to day client requests?
You create a project from the template and direct client facing teams to log every new request there, or connect forms and inboxes so items flow in automatically. For each request, you capture details such as client, summary, priority, impact, and any deadlines.
You then use views in Teamwork to triage, assign owners, and track progress through stages such as new, in review, in progress, and completed. This makes intake and response a predictable process rather than an ad hoc scramble.
How does the template help with change orders and scope management?
The template helps with change orders by linking requests back to the projects they affect. When a client request represents a change to an active project, you can tag it as a potential change order and associate it with the relevant project or phase.
This keeps a clear connection between original scope and new work being asked for. You can see patterns in scope creep, discuss impact with clients based on actual data, and decide which requests are included, which require extra budget, and which should be scheduled later.
Can this intake template support multiple teams or service lines?
Yes. You can use custom fields, tags, or separate views to route requests to different teams such as support, design, or development while still maintaining a single intake process. Each team can work from its own filtered view while leadership sees the full picture across clients.
As your agency grows, this helps you understand where demand is coming from, how quickly requests are handled, and where you may need more capacity or clearer service boundaries.
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