Klarum

Inbound (Projects) and the applicant view

Generally available
Supplier
From free

The org-facing inbox for applications it receives. Each submission lands as a scored Project with evidence highlights, and a Go promotes it into the same workspace machinery outbound tenders use.

Catalogue id
inbound-projects

Description

What it is

The Inbound surface is the firm-facing inbox for tender/grant applications a firm receives. When an applicant (a developer, a sponsor, or a company seeking financing or advisory) submits a business plan or application, it lands here as a Project. The firm reviews each, sees an AI-computed fit score against its own profile, and makes a Go / No-go decision: Accept promotes the project into a full Workspace; Decline records a structured rejection. This is the receiving (demand-side) counterpart to outbound discovery.

Three sub-views:

  • Inbound: the firm's review queue, a filterable two-column card grid with match scores, evidence highlights, accept/decline actions and portal-link sharing. The primary active surface.
  • Applicant submissions view: the applicant's view of their own submissions (Total / Validated / Denied / Best Match stats + a project list), reached by its own login role.
  • Public intake portal: where applicants upload documents / fill the form (see the public-portal module).

What it helps users do

For the firm: triage inbound deal-flow fast (headline match-score pill, NEW badge for <24h arrivals, extracted summary fields); decide with evidence (per-criterion breakdown - Geographic, Budget, Sector, Timeline, Business Plan - plus capability-to-requirement Match Evidence snippets); act in one click (Accept spins a workspace and notifies the applicant; Decline records a structured No-go); capture more applications (copy the firm's permanent portal link); filter/sort/search; and export to Excel or ZIP for committee packs.

For the applicant: see Validated vs Denied vs In Progress at a glance, their best match score, and each submission's status.

Capabilities

  • Triage queue

    Generally available

    A card grid of received applications with a NEW badge under 24 hours, extracted summary fields and per-criterion evidence bars.

  • Accept and Decline

    Generally available

    Accept promotes to a full workspace, seeds a checklist, writes a Go decision row and emails the applicant; Decline records the No-go.

  • Committee-pack export

    Beta

    Bulk export of the inbound queue to Excel or a ZIP archive, for the committee pack a bid decision is taken from.

  • Applicant submissions view

    Beta

    The applicant-facing mirror of Validated, Denied and In Progress submissions, with each one's best match score and status.

Keywords

inbound, triage, go-no-go, match-score, applicant, applicant-view

Provenance

This page renders a published artifact. Read the same records as JSON if you would rather check the source than the page.