Public Portal and Intake Funnel
A per-org branded public front door for inbound opportunities. An applicant submits by chat or dynamic form without an account and gets a reference number plus a self-serve status page.
- Catalogue id
- public-portal
Description
What it is
The firm's public, unauthenticated front door for inbound opportunities.
Each firm gets a branded portal at {firm_slug}.klarum.com (Next.js
middleware rewrites the subdomain to /portal/{firm_slug}). An applicant
lands on the branded page, submits a project by chatting with an AI intake
assistant or filling a dynamic form (the firm picks which), optionally
attaches documents (RFP/EOI/business plan/financial model), and receives a
reference number plus a public status page. On the firm side, an admin
configures what the portal collects via a no-code inbound form builder.
The portal layout is deliberately isolated: no sidebar, no auth guard, no
subscription check.
What it helps users do
- For the firm: turn a shareable URL into a structured inbound channel;
every submission becomes a normalised
projectsrow plus a substrateopportunitiesrow, ready for triage. The firm controls branding and field set without engineering. - For the applicant: submit in under a minute, conversationally or by form, attach the source RFP, get an immediate reference and confirmation email, and self-serve a status check, all without an account.
- For the platform: unify inbound/outbound onto one substrate
(
source_type=inbound) so submissions flow through the same matching/workspace/decision machinery as discovered tenders.
Capabilities
Conversational intake assistant
Generally availableA stateless slot-filling LLM conversation that collects the submission fields, never re-asks a known field, never invents a value and emits strict JSON at temperature 0.4.
One schema, two consumers
Generally availableA single builder schema drives both the portal render and the server-side validation, so the form a user sees and the rules the server enforces cannot drift.
Reference and status check
Generally availableA URL-safe INB-XXXXXXXX reference plus the applicant email acts as a bearer pair for the public status page; a mismatch 404s rather than confirming the reference exists.
Rate limiting on an unauthenticated surface
Generally available60 reads, 10 applies and 30 chat turns per minute, with a stateless chat so a bounced visit costs nothing.
Keywords
portal, intake, applicant-chat, form-builder, unauthenticated, branding
Provenance
This page renders a published artifact. Read the same records as JSON if you would rather check the source than the page.