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Intent-first intake

Start with the right conversation.

Choose technical evaluation, live program scoping, security and privacy review, or partnership and press, then add only the scope and constraints that matter.

Start with intent

Choose the path first so Roam knows whether to send you to docs, sample proof, diligence review, or live scoping.

Enterprise routing fields

Buyer cluster, segment, NDA need, and review path can be captured without forcing a giant form up front.

Real confirmation

The confirmation state appears only after backend persistence succeeds.