Intake process

How a Sonsoto case opens — from account creation to active workflow.

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Overview

Every Sonsoto service follows the same intake pattern. You create an account, select a service, answer structured intake questions, and upload documents. AI agents review your submission, identify gaps, and route the case to the right operator team. You receive a case reference and live status immediately.

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Step-by-Step

1. Account creation

Create a Sonsoto account with your email address. Your account is the container for all your cases, documents, and case history.

2. Service selection

Select the service you need from the dashboard. If you are unsure, the intake questionnaire will route you to the right workflow based on your answers.

3. Structured questionnaire

Each service has a short intake questionnaire covering:

• Your residency status and nationality
• The specific outcome you need (e.g., Golden Visa, free zone LLC, DLD property transfer)
• Key parameters (e.g., shareholder count, property value, company activity)
• Timeline sensitivity

Your answers determine the document checklist and workflow path assigned to your case.

4. Document upload

You upload documents to your Sonsoto vault. Documents already in the vault from a previous service are automatically available — no re-uploading. The system classifies each document and checks it against the required list.

5. AI intake review

Sonsoto's AI agents review the uploaded documents for:

• Completeness against the service checklist
• Document validity (expiry dates, required fields)
• Obvious format issues (e.g., documents too small to be legible)

Any issues are flagged as "Documents Requested" items in your case view.

6. Operator assignment

Once the initial document set is clean, the case is assigned to an operator team. You receive a case reference number and the status moves to "In Progress."

7. Authority submission

The operator team submits your application to the relevant authority (free zone, DLD, GDRFA, ICP, MoF, bank) and tracks status externally. Updates are reflected in your case dashboard.

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What Happens If Documents Are Missing

If required documents are missing or invalid, the case status shows "Documents Requested." You receive a notification listing exactly what is needed and why. Once you upload the missing items, the AI re-reviews and, if clean, escalates to the operator for resubmission.

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Case Reference

Every case has a unique case reference (e.g., QR-2024-00142). Use this reference in all communications with the Sonsoto team.

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Related Processes

• document-vault.md — How the document vault works
• case-tracking.md — Status definitions and update frequency
• human-escalation.md — When and how operators step in