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 — waiting on Typeform, waiting to join the portal, active in the portal, or waiting on a call back.
Closed cases — every outcome, settled or not — for CRM, marketing, and case research: economics, timing, and patterns across defendants and case types. A negative outcome stays in the data but never triggers client outreach. Attorney-only. Add a record for each closed case (including legacy matters not in the board).
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.
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.