Intake
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Intake
Fetching working inventory from /api/board.
Accounts are created by the firm. If your address isn't set up, or you need a password, ask the office — you cannot sign yourself up here.
python scripts/dev_token.py --email you@doylelawfirm.com
Nothing has been sent yet. Review and edit each message, then send them individually. Closing sends nothing.
Everyone who is off the working board — in Call Staging, waiting to join the portal, active in the portal, or out on referral.
People we're watching who aren't active cases yet — not fired, or an open question we're waiting on. Convert to an active case if the situation develops.
People to call back. Two tries for someone who hung up or declined the text, one for someone texted a link who has not answered it. Nothing on this page sends a message.
Assigned intake calls, highest grade first. The grade is your own read of the case's value (5 is highest). Nothing here is sent to anyone and nothing else reads it.
Every intake call as it happens, plus today's log with transcripts and attribution. Click any call to see the caller's background and the transcript.
Every migration file and whether it is applied to the live DB (checked directly). Needs applying = written, just run it. Held back = deliberately not applied yet (v2.0 activation).
Retained, referred, rejected, or being monitored — everything off the working Pipeline that isn't waiting on a decision. Declines and Referrals stay separate; those still need one.
The lists above show the most recent 300 in each category. Search by name or email to find anything further back.
Scan by default; batch-confirm the obvious machine rejections, or open any case for the letter and a single approve. Staff-nominated declines open to decide.