Use Intake when source material arrives before you know exactly where it belongs. Upload documents, spreadsheets, images, exports and development records, then link each approved item to the relevant client, claim and project.
Upload source material
- Open Intake and add your files.
- Give each item a clear title and confirm its date and source.
- Link it to the client, claim, and project that it supports.
Keep the source record clear
Prefer records created while the work was happening: tickets, test results, design notes, commits, meeting notes, and contemporaneous time records. Avoid rewriting source evidence simply to match a claim narrative.
An item can remain in Intake while it is being triaged. Moving or linking it later does not remove its original provenance.