Forms and intake

How do I start a new business intake request?

Pick the right published form, fill in the required details, attach support files, and submit it for review.

Updated Oct 30, 2026 ยท Version 1
Go to Submissions and choose the published intake form that matches the kind of work you are opening. Complete the required fields, add related parties or attachments if the form asks for them, and save a draft if you need to come back later. When everything looks right, submit the request. CMIForge starts the assigned workflow, keeps the submission as the review workspace, and can queue conflict searches or approvals based on the form and workflow setup.