Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Turn each PDF request into one shared file and return its link.
Your reports or invoices become a single PDF in your shared folder, with a link on the request you submitted.
Turn each new intake file into a reviewable summary.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.