An intake record, turned into an evidence export
Draft
A client asks you to show that the person on this lead agreed to be contacted, and the answer is somewhere in your intake tool.
Draft: there is no self-serve run for this one yet.
What the run found
- 6 intake records in, 6 rows out.
- 3 of 6 records hold a timestamp, the wording shown and an address.
- 3 records have a gap, marked in the row rather than filled in.
What went in: the intake export
Sample data. No real person and no real client appears here.
| record_id | name | phone | submitted_at | disclosure_shown | source_ip | |
|---|---|---|---|---|---|---|
| INT-4471 | Dana Whitlock | dana@harborlineelectric.com | 720-555-0133 | 2026-08-31T14:02:11Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.24 |
| INT-4472 | Rob Sandoval | rob@kestrelmech.com | 303-555-0198 | 2026-09-01T09:41:50Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.31 |
| INT-4473 | June Pike | june@pikeandsons.com | 719-555-0120 | 2026-09-01T16:18:03Z | 198.51.100.77 | |
| INT-4474 | Mo Ferreira | mo@vantageroofworks.com | 970-555-0164 | I agree to be contacted about this enquiry by phone and email. | 203.0.113.12 | |
| INT-4475 | Alex Reyes | alex@northslopehvac.com | 303-555-0176 | 2026-09-02T11:07:44Z | I agree to be contacted about this enquiry by phone and email. | |
| INT-4476 | Sam Okoro | sam@ridgeandvale.com | 720-555-0181 | 2026-09-03T08:55:29Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.90 |
What came out: the evidence export
The name, email address and phone number are not carried across. A field the record does not hold is written MISSING and counted.
| record_id | submitted_at | disclosure_shown | source_ip | complete |
|---|---|---|---|---|
| INT-4471 | 2026-08-31T14:02:11Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.24 | yes |
| INT-4472 | 2026-09-01T09:41:50Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.31 | yes |
| INT-4473 | 2026-09-01T16:18:03Z | MISSING | 198.51.100.77 | no |
| INT-4474 | MISSING | I agree to be contacted about this enquiry by phone and email. | 203.0.113.12 | no |
| INT-4475 | 2026-09-02T11:07:44Z | I agree to be contacted about this enquiry by phone and email. | MISSING | no |
| INT-4476 | 2026-09-03T08:55:29Z | I agree to be contacted about this enquiry by phone and email. | 198.51.100.90 | yes |
What went in and What came out, as files
intake.csv
record_id,name,email,phone,submitted_at,disclosure_shown,source_ip INT-4471,Dana Whitlock,dana@harborlineelectric.com,720-555-0133,2026-08-31T14:02:11Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.24 INT-4472,Rob Sandoval,rob@kestrelmech.com,303-555-0198,2026-09-01T09:41:50Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.31 INT-4473,June Pike,june@pikeandsons.com,719-555-0120,2026-09-01T16:18:03Z,,198.51.100.77 INT-4474,Mo Ferreira,mo@vantageroofworks.com,970-555-0164,,"I agree to be contacted about this enquiry by phone and email.",203.0.113.12 INT-4475,Alex Reyes,alex@northslopehvac.com,303-555-0176,2026-09-02T11:07:44Z,"I agree to be contacted about this enquiry by phone and email.", INT-4476,Sam Okoro,sam@ridgeandvale.com,720-555-0181,2026-09-03T08:55:29Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.90
evidence.csv
record_id,submitted_at,disclosure_shown,source_ip,complete INT-4471,2026-08-31T14:02:11Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.24,yes INT-4472,2026-09-01T09:41:50Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.31,yes INT-4473,2026-09-01T16:18:03Z,MISSING,198.51.100.77,no INT-4474,MISSING,"I agree to be contacted about this enquiry by phone and email.",203.0.113.12,no INT-4475,2026-09-02T11:07:44Z,"I agree to be contacted about this enquiry by phone and email.",MISSING,no INT-4476,2026-09-03T08:55:29Z,"I agree to be contacted about this enquiry by phone and email.",198.51.100.90,yes
Sample data.
What it does
The evidence export carries the record identifier, the timestamp, the wording shown and the address it was submitted from. It carries no name, no email address and no phone number.
It will not It will not widen an evidence export into a second copy of your contact list.
A record missing its timestamp, its wording or its address is exported with that field marked missing, and counted in the summary.
It will not It will not infer a timestamp from a neighbouring row, and it never writes a value your record does not hold.
What it will and will not do
- CSV export from an intake form
- This one is not self-serve. The input and the output on this page are one worked example on sample data, start to finish.
- It reports what your own intake record already holds. Where the record has no timestamp, no wording and no address, the export says so instead of filling the gap.
- It is not legal advice and it does not decide whether your consent was valid.
Nothing is uploaded on this page. The only file here is the sample above.
What happens next
Not on sale. For now each intake export is prepared one at a time, by hand, while we find out whether the export is the thing firms need.
Draft. There is no self-serve run and nothing to buy here. The worked example above is the whole of what exists today, and the free tools are what you can run now.