Public intake and Companies House assistance
Start a public discovery request, validate contact/company details, use Companies House lookup and create or link CRM records.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Open a public discovery start page
Use /website-discovery/start/{form-type} for website, custom-software or an active custom template.
Understand public start route aliases
Hyphenated and underscore route aliases are supplied for compatible deployments.
Search Companies House
Use the public company search assistance before completing company details.
Load a Companies House profile
Select a company result to populate company number, registered office, status, type and incorporation date.
Review Companies House autofill
Confirm the company name/address and hidden company metadata before submission.
Complete Full name
Enter the required visitor/contact name.
Complete Email
Enter a required valid email address.
Complete Phone
Enter the required best contact number.
Complete Company or organisation name
Enter the required organisation name.
Complete Company email
Optionally provide a separate company email.
Complete Company phone
Optionally provide a company telephone number.
Complete Company website
Optionally provide a valid URL.
Complete Company address
Optionally provide the registered or trading address.
Complete Initial notes
Describe what is needed so the request can be routed correctly.
Accept the privacy confirmation
The required privacy checkbox must be selected before public submission.
Understand public intake validation
Full name, valid email, phone, company name and privacy consent are required.
Understand customer and contact matching
The model attempts to create or link a CRM customer/contact for the public visitor.
Create the public visitor request
Successful intake creates a request and redirects to its secure brief.
Resolve an unavailable form type
Use website, custom software or an active custom-template slug; inactive/unknown types cannot start.
Resolve Companies House assistance errors
Complete company details manually if the search/profile assistance is unavailable.