For Florida law firms
The client intake: six steps a firm invites its client to, sent as a screened consult request
firm lane · Deterministic — no model call
Current availability
ShippedConfigured and enabled: a member of the firm in a governance role invites; the invited address claims the intake once.
- Where it lives
- Client intakes (/admin/intakes) · the emailed link (/intake/start/[token]) · the client's intake (/intake/[id]) · /api/firm/intakes · /api/intake/send
- What unlocks it
- a firm's attorneys, administrators and paralegals invite; the invited client answers through the address the invitation went to
Status is evaluated against this deployment's configuration by the capability-status service at build time; the catalogue's facts were last reviewed on the date shown.
Capabilities
- ShippedSix steps in the reference frame: contact details, planning needs, family and trusted people, assets and goals, documents, and review and send — every answer saved as it is made, and two windows never overwrite each other.
- ShippedThe client's own words only: a relationship is the option the client chose, and "Provide for my …" exists only for the people the client named.
- ShippedDocuments go up through the full upload check and stay the client's own until they send; a file can be taken back before then.
- ShippedNothing reaches the firm until the client sends: sending re-checks every required answer, freezes the answers by their SHA-256 and screens every name against the firm's own records BEFORE the firm can read any of it — the intake becomes a consult request, owned by the staff member who invited the client.
- ShippedThe firm reads the summary, every answer as the client gave it, the files and what is still to follow; a matter opened from the request carries the follow-up items as its open questions; the firm records where the engagement stands.
- ShippedA downloadable summary (a Word document) for the client at any time and for the firm once sent.
Limits
- Sending the intake does not make the firm the client's lawyer or create any document, and the screens say so before it is sent.
- The intake reads in English; the client's preferred language travels with it to the firm.
- A sent intake is never edited — the client contacts the firm to correct it — and it is kept as the firm's record.
What EstateDraftFL refuses
| Reason code | HTTP | What it means |
|---|---|---|
| forbidden | 403 | Only the firm's attorneys, administrators and paralegals manage client intakes. |
| exists | 409 | This client already has an open intake — send a fresh invitation from it. |
| too-large | 413 | That is more than an intake can hold — shorten the longest answers. |
| stale | 409 | The intake changed in another window — the page shows the latest answers. |
| incomplete | 422 | A step still needs an answer; the client is taken to it. |
| unavailable | 503 | The names could not be screened or the intake stored — nothing was sent. |
Evidence
- src/app/admin/intakes/page.tsx
- src/app/intake/[id]/page.tsx
- src/components/intake/IntakeShell.tsx
- src/lib/intake/model.ts
- src/app/api/intake/send/route.ts
- supabase/migrations/20261004120000_ui_u2_client_intake.sql
- docs/ui-upgrade/PHASE-U2-2026-10-04.md
Last reviewed 2026-10-04