52. Small Law Office Intake
Legal inquiry intake
Intake → Matter Review → Consultation → Follow-up
Safe mode: these actions only update JSON files. They do not create routes, records, tables, customer data, or real workflow items.
Enable Template
Marks this template as enabled/disabled in DEV state JSON.
Clone Template
Creates a JSON clone definition for customization later.
Create Demo Business
Creates a demo placeholder tied to this template.
Default Modules
- intake
- customers
- quotes
- orders
- scheduling
- work_board
- payments
- notes
- ai_helpers
Current State
- Enabled: No
- Clones: 0
- Demo businesses: 0
- Last action: none
Workflow Stages
- intake Intake
- matter-review Matter Review
- consultation Consultation
- follow-up Follow-up
AI Helpers
- Intake Summary: Summarizes customer request details into a clean staff-ready note.
- Readiness Check: Flags missing fields, unclear scope, missing files, or next-step blockers.
- Pricing / Profit Review: Helps review quote totals, margin risk, and pricing completeness.
- Next Step Suggestions: Case summary, missing info
Public Intake Fields
| Key | Label | Type | Required |
|---|---|---|---|
| customer_name | Customer Name | text | Yes |
| phone | Phone | tel | Yes |
| No | |||
| request_summary | Request Summary | textarea | Yes |
| preferred_date | Preferred Date | date | No |
| budget_or_range | Budget / Range | text | No |
| photos_or_files | Photos / Files | file | No |
Upgrade Features
- More staff users
- Advanced reporting
- Customer portal
- Automated reminders
- Expanded AI support
- Document checklist
- Proposal tracking
Future phase: real install/activation should stay behind admin auth and a confirmation screen. Today is JSON-only.