Incident Intake
Collect client identity, contact information, incident category, platform name, estimated amount, and narrative.
A structured digital-asset case intake platform for incident reporting, evidence organization, blockchain transaction review, and professional follow-up management.
Our workflow helps organize incident details into a clean case file: client contact data, loss amount, timeline, platform details, wallet addresses, transaction references, screenshots, and internal notes. Your admin team can manage every lead from first contact through follow-up.
Designed for front-office intake and back-office CRM control.
Collect client identity, contact information, incident category, platform name, estimated amount, and narrative.
Organize transaction IDs, wallet addresses, screenshots, dates, and exchange references in one lead record.
Use statuses like New, VM, CB, No Answer, Follow Up, Qualified, and Closed to manage work faster.
Send follow-up emails from the admin panel with saved logs and editable templates for each lead.
Import name, surname, email, and phone number from CSV or Excel-compatible files.
Keep internal call notes and case updates on each lead’s inner page.
Client submits the report form.
Admin checks details and sets status.
Team records calls and updates.
Admin sends a clean follow-up message.
Lead validation, status control, and record organization.
Transaction IDs, addresses, screenshots, and timelines.
Follow-up email, missing documents, and notes.
“The case file format helped us organize every transaction and contact record.”Private Client
“The admin dashboard made follow-up simple and professional.”Operations Manager
“Statuses and notes helped our team know exactly what to do next.”Business Client
Submit the form below. Your entry goes into the admin CRM where your team can update status, add notes, and send email follow-ups.