Public intake and Companies House assistance
Start a public discovery request, validate contact/company details, use Companies House lookup and create or link CRM records.
Client Discovery & Project Briefing Portal
Open guide →GuideOpen a public discovery start page
Use /website-discovery/start/{form-type} for website, custom-software or an active custom template.
Open guide →GuideUnderstand public start route aliases
Hyphenated and underscore route aliases are supplied for compatible deployments.
Open guide →GuideSearch Companies House
Use the public company search assistance before completing company details.
Open guide →GuideLoad a Companies House profile
Select a company result to populate company number, registered office, status, type and incorporation date.
Open guide →GuideReview Companies House autofill
Confirm the company name/address and hidden company metadata before submission.
Open guide →GuideComplete Full name
Enter the required visitor/contact name.
Open guide →GuideComplete Email
Enter a required valid email address.
Open guide →GuideComplete Phone
Enter the required best contact number.
Open guide →GuideComplete Company or organisation name
Enter the required organisation name.
Open guide →GuideComplete Company email
Optionally provide a separate company email.
Open guide →GuideComplete Company phone
Optionally provide a company telephone number.
Open guide →GuideComplete Company website
Optionally provide a valid URL.
Open guide →GuideComplete Company address
Optionally provide the registered or trading address.
Open guide →GuideComplete Initial notes
Describe what is needed so the request can be routed correctly.
Open guide →GuideAccept the privacy confirmation
The required privacy checkbox must be selected before public submission.
Open guide →GuideUnderstand public intake validation
Full name, valid email, phone, company name and privacy consent are required.
Open guide →GuideUnderstand customer and contact matching
The model attempts to create or link a CRM customer/contact for the public visitor.
Open guide →GuideCreate the public visitor request
Successful intake creates a request and redirects to its secure brief.
Open guide →GuideResolve an unavailable form type
Use website, custom software or an active custom-template slug; inactive/unknown types cannot start.
Open guide →GuideResolve Companies House assistance errors
Complete company details manually if the search/profile assistance is unavailable.
Open guide →