ShallBookStructured intake

Complete intake starts the clock

Send the official record once.

ShallBook works from a complete, customer-supplied solicitation. This checklist helps us confirm whether one flat-price brief can be prepared without guessing.

01 · Opportunity

Identify the exact solicitation

  • Official agency or portal URL
  • Buying agency and solicitation number
  • Published response deadline and time zone
  • Your company, trade, or service category

02 · Complete file

Send the full source set

  • Complete solicitation or request document
  • Every attachment, exhibit, schedule, and pricing form
  • Every issued addendum and official Q&A
  • Any portal page that contains submission-only instructions

03 · Decision question

Tell us what matters

  • Your biggest administrative concern
  • Any registration or certification you are unsure about
  • Known meetings, site visits, bonds, insurance, or reference requirements
  • Whether this is an initial review or a later addendum check

04 · Boundaries

Keep the handoff clean

  • Do not send account passwords or payment-card details
  • Do not send unrelated employee, customer, or government-ID records
  • You remain responsible for eligibility, pricing, technical content, signatures, and submission
  • Incomplete or unreadable source material pauses scope confirmation