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        "name": "Inventory Count Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Structure",
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        "conditional": false
      },
      {
        "name": "Document Naming Convention",
        "type": "textfield",
        "multi": false,
        "section": "Documents & monthly close",
        "required": false,
        "conditional": false
      },
      {
        "name": "Monthly Docs Deadline (day)",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & monthly close",
        "required": false,
        "conditional": false
      },
      {
        "name": "Data Export Format Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & monthly close",
        "required": false,
        "conditional": false
      },
      {
        "name": "Close Checklist Status (current period)",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & monthly close",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "bookkeeping",
      "tax prep",
      "active",
      "intake",
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      "auth-only",
      "embed",
      "classes locations structure",
      "project job costing usage",
      "revenue recognition notes",
      "capitalization threshold",
      "inventory count cadence",
      "document naming convention",
      "monthly docs deadline",
      "data export format preference",
      "close checklist status"
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    "source": {
      "niche": "bookkeeping",
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  },
  "Bookkeeping Setup — Tax, 1099 & Sales Tax :: standalone": {
    "title": "Bookkeeping Setup — Tax, 1099 & Sales Tax",
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      {
        "name": "Tax Organizer Status",
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        "conditional": false
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      },
      {
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        "section": "Tax filing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax Return Delivery Preference",
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        "multi": true,
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        "conditional": false
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        "name": "Estimated Tax Reminder Opt-in",
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      {
        "name": "W-9 Collection Workflow",
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        "conditional": false
      },
      {
        "name": "1099 E-File Provider",
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        "section": "1099 workflow",
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        "conditional": false
      },
      {
        "name": "1099 Filing Status (current year)",
        "type": "dropdown",
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        "section": "1099 workflow",
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        "conditional": false
      },
      {
        "name": "Sales Tax Portal Links (reference)",
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        "section": "Sales tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exemption Certificates On File",
        "type": "dropdown",
        "multi": false,
        "section": "Sales tax",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
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      "exemption certificates on file"
    ],
    "source": {
      "niche": "bookkeeping",
      "key": "update3"
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  },
  "Bookkeeping Setup — Tax, 1099 & Sales Tax :: embed": {
    "title": "Bookkeeping Setup — Tax, 1099 & Sales Tax",
    "asset_type": "form",
    "niche": "Bookkeeping / Tax Prep",
    "lifecycle": "active",
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    "form_type": "update",
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    "deployment": "embed",
    "use_case": "Bookkeeping / Tax Prep client workflow — bookkeeping setup — tax, 1099 & sales tax.",
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      {
        "name": "Tax Organizer Status",
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        "name": "W-9 Collection Workflow",
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        "conditional": false
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      {
        "name": "1099 E-File Provider",
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        "multi": false,
        "section": "1099 workflow",
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        "conditional": false
      },
      {
        "name": "1099 Filing Status (current year)",
        "type": "dropdown",
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        "section": "1099 workflow",
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        "conditional": false
      },
      {
        "name": "Sales Tax Portal Links (reference)",
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        "conditional": false
      },
      {
        "name": "Exemption Certificates On File",
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        "multi": false,
        "section": "Sales tax",
        "required": false,
        "conditional": false
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    ],
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      "sales tax portal links",
      "exemption certificates on file"
    ],
    "source": {
      "niche": "bookkeeping",
      "key": "update3"
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  },
  "New Accounting & Tax Client Intake :: standalone": {
    "title": "New Accounting & Tax Client Intake",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "onboarding",
    "goal": "intake",
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      },
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      },
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      },
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        "conditional": false
      },
      {
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        "conditional": false
      },
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        "conditional": false
      },
      {
        "name": "Prior Year Return Received",
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        "section": "Where things stand",
        "required": false,
        "conditional": false
      },
      {
        "name": "Document Intake Checklist",
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        "section": "Where things stand",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax Engagement Letter Status",
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        "multi": false,
        "section": "Where things stand",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accounting Notes (client-specific)",
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        "required": false,
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    ],
    "conditions": [
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        "when": "Client Type (Taxpayer)",
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    ],
    "tags": [
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      "document intake checklist",
      "tax engagement letter status"
    ],
    "source": {
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  },
  "New Accounting & Tax Client Intake :: embed": {
    "title": "New Accounting & Tax Client Intake",
    "asset_type": "form",
    "niche": "Accounting / CPA",
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    "use_case": "An accounting or CPA firm onboarding a new tax/accounting client — entity type and basis, engagement scope, current books and prior-year status, and document intake.",
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      "Primary Engagement Type (CPA)"
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      {
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      },
      {
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      },
      {
        "name": "Legal Entity Name (for returns)",
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      {
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      {
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        "name": "Industry/Niche Notes (finance)",
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      {
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        "conditional": false
      },
      {
        "name": "Prior Year Return Received",
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      },
      {
        "name": "Document Intake Checklist",
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      },
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        "name": "Tax Engagement Letter Status",
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        "section": "Where things stand",
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        "conditional": false
      },
      {
        "name": "Accounting Notes (client-specific)",
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        "required": false,
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    ],
    "conditions": [
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    ],
    "tags": [
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      "document intake checklist",
      "tax engagement letter status"
    ],
    "source": {
      "niche": "accounting",
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    }
  },
  "Books & Operations Setup :: standalone": {
    "title": "Books & Operations Setup",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
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    "use_case": "Accounting / CPA client workflow — books & operations setup.",
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    "community_record": null,
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    "required": [],
    "fields": [
      {
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      {
        "name": "Tax ID / EIN (reference only)",
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      },
      {
        "name": "State Account IDs (reference)",
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        "conditional": false
      },
      {
        "name": "Books Access Provided",
        "type": "radio",
        "multi": false,
        "section": "Bookkeeping system",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bookkeeping Backlog (months)",
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        "section": "Bookkeeping system",
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      },
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        "multi": false,
        "section": "Bookkeeping system",
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        "conditional": false
      },
      {
        "name": "Receipt Capture Tool",
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        "multi": false,
        "section": "Bookkeeping system",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bank Feed Status",
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        "multi": false,
        "section": "Banking & sales",
        "required": false,
        "conditional": false
      },
      {
        "name": "Financial Institutions (names only)",
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        "conditional": false
      },
      {
        "name": "Primary Sales Channels",
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        "multi": true,
        "section": "Banking & sales",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payroll Provider",
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        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payroll Frequency",
        "type": "dropdown",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contractor Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Benefits Admin Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
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      "state account ids",
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      "bank feed status",
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      "payroll provider",
      "payroll frequency",
      "employee count",
      "contractor count"
    ],
    "source": {
      "niche": "accounting",
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    }
  },
  "Books & Operations Setup :: embed": {
    "title": "Books & Operations Setup",
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    "niche": "Accounting / CPA",
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        "name": "Bookkeeping Backlog (months)",
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        "name": "Receipt Capture Tool",
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        "conditional": false
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        "name": "Bank Feed Status",
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        "name": "Financial Institutions (names only)",
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      {
        "name": "Primary Sales Channels",
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      },
      {
        "name": "Payroll Frequency",
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        "section": "Payroll & team",
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      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contractor Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Benefits Admin Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Payroll & team",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "entity formation date",
      "tax id ein",
      "state account ids",
      "books access provided",
      "bookkeeping backlog",
      "chart of accounts template",
      "receipt capture tool",
      "bank feed status",
      "financial institutions",
      "primary sales channels",
      "payroll provider",
      "payroll frequency",
      "employee count",
      "contractor count"
    ],
    "source": {
      "niche": "accounting",
      "key": "books"
    }
  },
  "Tax & Filing Profile :: standalone": {
    "title": "Tax & Filing Profile",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Accounting / CPA client workflow — tax & filing profile.",
    "form_id": "zM9JJ34LWmmKrixq",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Sales Tax Nexus States",
        "type": "textarea",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Registration Status",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Filing Frequency",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Filing Jurisdictions",
        "type": "textarea",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Multi-State Filing Required",
        "type": "radio",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Foreign Reporting Required",
        "type": "dropdown",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Extension Filed (current year)",
        "type": "radio",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Estimated Taxes Schedule",
        "type": "dropdown",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner/Partner Count",
        "type": "number",
        "multi": false,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "K-1 Recipients (count)",
        "type": "number",
        "multi": false,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner Compensation Approach",
        "type": "dropdown",
        "multi": true,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Office Deduction Eligible",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle/Mileage Tracking Method",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crypto/Virtual Currency Activity",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "sales tax nexus states",
      "sales tax registration status",
      "sales tax filing frequency",
      "sales tax platform",
      "primary filing jurisdictions",
      "multi state filing required",
      "foreign reporting required",
      "extension filed",
      "estimated taxes schedule",
      "owner partner count",
      "k 1 recipients",
      "owner compensation approach",
      "home office deduction eligible",
      "vehicle mileage tracking method"
    ],
    "source": {
      "niche": "accounting",
      "key": "tax"
    }
  },
  "Tax & Filing Profile :: embed": {
    "title": "Tax & Filing Profile",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Accounting / CPA client workflow — tax & filing profile.",
    "form_id": "zM9JJ34LWmmKrixq",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Sales Tax Nexus States",
        "type": "textarea",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Registration Status",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Filing Frequency",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sales Tax Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Sales & use tax",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Filing Jurisdictions",
        "type": "textarea",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Multi-State Filing Required",
        "type": "radio",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Foreign Reporting Required",
        "type": "dropdown",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Extension Filed (current year)",
        "type": "radio",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Estimated Taxes Schedule",
        "type": "dropdown",
        "multi": false,
        "section": "Filing footprint",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner/Partner Count",
        "type": "number",
        "multi": false,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "K-1 Recipients (count)",
        "type": "number",
        "multi": false,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner Compensation Approach",
        "type": "dropdown",
        "multi": true,
        "section": "Ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Office Deduction Eligible",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle/Mileage Tracking Method",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crypto/Virtual Currency Activity",
        "type": "dropdown",
        "multi": false,
        "section": "Deductions & special items",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "sales tax nexus states",
      "sales tax registration status",
      "sales tax filing frequency",
      "sales tax platform",
      "primary filing jurisdictions",
      "multi state filing required",
      "foreign reporting required",
      "extension filed",
      "estimated taxes schedule",
      "owner partner count",
      "k 1 recipients",
      "owner compensation approach",
      "home office deduction eligible",
      "vehicle mileage tracking method"
    ],
    "source": {
      "niche": "accounting",
      "key": "tax"
    }
  },
  "Authorizations, Controls & Risk :: standalone": {
    "title": "Authorizations, Controls & Risk",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Accounting / CPA client workflow — authorizations, controls & risk.",
    "form_id": "2rhb3gUx14bWGsrsU",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "IRS Authorization (8821/2848) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Tax authorizations",
        "required": false,
        "conditional": false
      },
      {
        "name": "State POA/Authorization Status",
        "type": "dropdown",
        "multi": false,
        "section": "Tax authorizations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cash Handling Controls",
        "type": "dropdown",
        "multi": true,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Related-Party Transactions",
        "type": "dropdown",
        "multi": false,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Grant/Relief Programs Involved",
        "type": "textarea",
        "multi": false,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Prior IRS/State Notices",
        "type": "dropdown",
        "multi": false,
        "section": "History",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audit/Examination History",
        "type": "dropdown",
        "multi": false,
        "section": "History",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "irs authorization status",
      "state poa authorization status",
      "cash handling controls",
      "related party transactions",
      "grant relief programs involved",
      "prior irs state notices",
      "audit examination history"
    ],
    "source": {
      "niche": "accounting",
      "key": "compliance"
    }
  },
  "Authorizations, Controls & Risk :: embed": {
    "title": "Authorizations, Controls & Risk",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Accounting / CPA client workflow — authorizations, controls & risk.",
    "form_id": "2rhb3gUx14bWGsrsU",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "IRS Authorization (8821/2848) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Tax authorizations",
        "required": false,
        "conditional": false
      },
      {
        "name": "State POA/Authorization Status",
        "type": "dropdown",
        "multi": false,
        "section": "Tax authorizations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cash Handling Controls",
        "type": "dropdown",
        "multi": true,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Related-Party Transactions",
        "type": "dropdown",
        "multi": false,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Grant/Relief Programs Involved",
        "type": "textarea",
        "multi": false,
        "section": "Internal controls",
        "required": false,
        "conditional": false
      },
      {
        "name": "Prior IRS/State Notices",
        "type": "dropdown",
        "multi": false,
        "section": "History",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audit/Examination History",
        "type": "dropdown",
        "multi": false,
        "section": "History",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "irs authorization status",
      "state poa authorization status",
      "cash handling controls",
      "related party transactions",
      "grant relief programs involved",
      "prior irs state notices",
      "audit examination history"
    ],
    "source": {
      "niche": "accounting",
      "key": "compliance"
    }
  },
  "Reporting, Assets & Advisory :: standalone": {
    "title": "Reporting, Assets & Advisory",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Accounting / CPA client workflow — reporting, assets & advisory.",
    "form_id": "2qbowBEQd8TnLAVRV",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Inventory Tracking",
        "type": "radio",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inventory Valuation Method",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fixed Assets Register",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Depreciation Method (books)",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Monthly Close Day",
        "type": "dropdown",
        "multi": false,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reporting Package Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "KPI Focus (finance)",
        "type": "textarea",
        "multi": false,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Advisory Focus Areas",
        "type": "dropdown",
        "multi": true,
        "section": "Advisory & complexity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Complexity Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Advisory & complexity",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "inventory tracking",
      "inventory valuation method",
      "fixed assets register",
      "depreciation method",
      "preferred monthly close day",
      "reporting package preference",
      "kpi focus",
      "advisory focus areas",
      "complexity flags"
    ],
    "source": {
      "niche": "accounting",
      "key": "advisory"
    }
  },
  "Reporting, Assets & Advisory :: embed": {
    "title": "Reporting, Assets & Advisory",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Accounting / CPA client workflow — reporting, assets & advisory.",
    "form_id": "2qbowBEQd8TnLAVRV",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Inventory Tracking",
        "type": "radio",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inventory Valuation Method",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fixed Assets Register",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Depreciation Method (books)",
        "type": "dropdown",
        "multi": false,
        "section": "Inventory & fixed assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Monthly Close Day",
        "type": "dropdown",
        "multi": false,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reporting Package Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "KPI Focus (finance)",
        "type": "textarea",
        "multi": false,
        "section": "Reporting cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Advisory Focus Areas",
        "type": "dropdown",
        "multi": true,
        "section": "Advisory & complexity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Complexity Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Advisory & complexity",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "accounting",
      "cpa",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "inventory tracking",
      "inventory valuation method",
      "fixed assets register",
      "depreciation method",
      "preferred monthly close day",
      "reporting package preference",
      "kpi focus",
      "advisory focus areas",
      "complexity flags"
    ],
    "source": {
      "niche": "accounting",
      "key": "advisory"
    }
  },
  "New Legal Matter Intake :: standalone": {
    "title": "New Legal Matter Intake",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A law firm intaking a new legal matter — client role and matter type, the facts and desired outcome, adverse parties for conflicts screening, and engagement scope.",
    "form_id": "23ctCBoMzoMQkQAro",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address",
      "Client Role in Matter",
      "Matter Type (legal)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your matter",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role in Matter",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": true,
        "conditional": false
      },
      {
        "name": "Capacity / Representation Role",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Type (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": true,
        "conditional": false
      },
      {
        "name": "Representation Scope (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Name / Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Amount in Controversy (est.)",
        "type": "number",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (strategy)",
        "type": "dropdown",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Adverse Party Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Opposing Counsel Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": true
      },
      {
        "name": "Third-Party Stakeholders",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Names for Conflicts Screening (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Authority Confirmed",
        "type": "radio",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Confidential Handling Instructions (case)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Matter Type (legal)",
        "comparison": "hasSelected",
        "value": "Litigation",
        "action": "show",
        "target": "Opposing Counsel Name(s)"
      }
    ],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role in matter",
      "capacity representation role",
      "matter type",
      "representation scope",
      "matter name working title",
      "facts summary",
      "desired outcome",
      "amount in controversy",
      "risk tolerance",
      "adverse party name",
      "opposing counsel name"
    ],
    "source": {
      "niche": "legal",
      "key": "kickoff"
    }
  },
  "New Legal Matter Intake :: embed": {
    "title": "New Legal Matter Intake",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A law firm intaking a new legal matter — client role and matter type, the facts and desired outcome, adverse parties for conflicts screening, and engagement scope.",
    "form_id": "23ctCBoMzoMQkQAro",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address",
      "Client Role in Matter",
      "Matter Type (legal)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your matter",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role in Matter",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": true,
        "conditional": false
      },
      {
        "name": "Capacity / Representation Role",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Type (legal)",
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        "multi": false,
        "section": "About you & your matter",
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        "conditional": false
      },
      {
        "name": "Representation Scope (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Name / Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About you & your matter",
        "required": false,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Amount in Controversy (est.)",
        "type": "number",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (strategy)",
        "type": "dropdown",
        "multi": false,
        "section": "What is happening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Adverse Party Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Opposing Counsel Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": true
      },
      {
        "name": "Third-Party Stakeholders",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Names for Conflicts Screening (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Authority Confirmed",
        "type": "radio",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Confidential Handling Instructions (case)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Matter Type (legal)",
        "comparison": "hasSelected",
        "value": "Litigation",
        "action": "show",
        "target": "Opposing Counsel Name(s)"
      }
    ],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "client role in matter",
      "capacity representation role",
      "matter type",
      "representation scope",
      "matter name working title",
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      "desired outcome",
      "amount in controversy",
      "risk tolerance",
      "adverse party name",
      "opposing counsel name"
    ],
    "source": {
      "niche": "legal",
      "key": "kickoff"
    }
  },
  "Engagement, Fees & Trust Setup :: standalone": {
    "title": "Engagement, Fees & Trust Setup",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — engagement, fees & trust setup.",
    "form_id": "xABCbcZ7CqAhhm1e",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Legal Conflict Check Status",
        "type": "dropdown",
        "multi": false,
        "section": "Conflicts clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fee Arrangement (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hourly Rate - Attorney",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hourly Rate - Paralegal",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Billing Increment",
        "type": "dropdown",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fee Cap / Not-to-Exceed (legal)",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainer Agreement Status (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Initial Retainer Amount",
        "type": "number",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainer Funding Status",
        "type": "dropdown",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trust / IOLTA Reference (no numbers)",
        "type": "textfield",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Minimum Trust Balance (target)",
        "type": "number",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cost Advances Authorization",
        "type": "radio",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "update",
      "auth-only",
      "standalone",
      "legal conflict check status",
      "fee arrangement",
      "hourly rate attorney",
      "hourly rate paralegal",
      "billing increment",
      "fee cap not to exceed",
      "retainer agreement status",
      "initial retainer amount",
      "retainer funding status",
      "trust iolta reference",
      "minimum trust balance",
      "cost advances authorization"
    ],
    "source": {
      "niche": "legal",
      "key": "engagement"
    }
  },
  "Engagement, Fees & Trust Setup :: embed": {
    "title": "Engagement, Fees & Trust Setup",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Legal client workflow — engagement, fees & trust setup.",
    "form_id": "xABCbcZ7CqAhhm1e",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Legal Conflict Check Status",
        "type": "dropdown",
        "multi": false,
        "section": "Conflicts clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fee Arrangement (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hourly Rate - Attorney",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hourly Rate - Paralegal",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Billing Increment",
        "type": "dropdown",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fee Cap / Not-to-Exceed (legal)",
        "type": "number",
        "multi": false,
        "section": "Fee arrangement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainer Agreement Status (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Initial Retainer Amount",
        "type": "number",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainer Funding Status",
        "type": "dropdown",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trust / IOLTA Reference (no numbers)",
        "type": "textfield",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Minimum Trust Balance (target)",
        "type": "number",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cost Advances Authorization",
        "type": "radio",
        "multi": false,
        "section": "Retainer & trust",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
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      "intake",
      "update",
      "auth-only",
      "embed",
      "legal conflict check status",
      "fee arrangement",
      "hourly rate attorney",
      "hourly rate paralegal",
      "billing increment",
      "fee cap not to exceed",
      "retainer agreement status",
      "initial retainer amount",
      "retainer funding status",
      "trust iolta reference",
      "minimum trust balance",
      "cost advances authorization"
    ],
    "source": {
      "niche": "legal",
      "key": "engagement"
    }
  },
  "Litigation & Court Setup :: standalone": {
    "title": "Litigation & Court Setup",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — litigation & court setup.",
    "form_id": "23SB3fuPTeS4koqJV",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Court/Agency",
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        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
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        "section": "Court & venue",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
        "name": "Filing / E-Filing Method",
        "type": "dropdown",
        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
        "name": "Statute of Limitations Date",
        "type": "datefield",
        "multi": false,
        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Critical Filing Deadline (next)",
        "type": "datefield",
        "multi": false,
        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Next Hearing / Appearance Date",
        "type": "datefield",
        "multi": false,
        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service of Process Status",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Service Method",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Stage (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protective Order Status",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Discovery Status (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
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      "auth-only",
      "standalone",
      "court agency",
      "jurisdiction venue",
      "case docket number",
      "filing e filing method",
      "statute of limitations date",
      "critical filing deadline",
      "next hearing appearance date",
      "service of process status",
      "preferred service method",
      "matter stage",
      "protective order status",
      "discovery status"
    ],
    "source": {
      "niche": "legal",
      "key": "litigation"
    }
  },
  "Litigation & Court Setup :: embed": {
    "title": "Litigation & Court Setup",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Legal client workflow — litigation & court setup.",
    "form_id": "23SB3fuPTeS4koqJV",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Court/Agency",
        "type": "textfield",
        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
        "name": "Jurisdiction / Venue",
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        "section": "Court & venue",
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      },
      {
        "name": "Case / Docket Number",
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        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
        "name": "Filing / E-Filing Method",
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        "multi": false,
        "section": "Court & venue",
        "required": false,
        "conditional": false
      },
      {
        "name": "Statute of Limitations Date",
        "type": "datefield",
        "multi": false,
        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Critical Filing Deadline (next)",
        "type": "datefield",
        "multi": false,
        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Next Hearing / Appearance Date",
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        "section": "Key dates & deadlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service of Process Status",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Service Method",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Stage (legal)",
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        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protective Order Status",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Discovery Status (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Service & stage",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "court agency",
      "jurisdiction venue",
      "case docket number",
      "filing e filing method",
      "statute of limitations date",
      "critical filing deadline",
      "next hearing appearance date",
      "service of process status",
      "preferred service method",
      "matter stage",
      "protective order status",
      "discovery status"
    ],
    "source": {
      "niche": "legal",
      "key": "litigation"
    }
  },
  "Evidence, Discovery & Resolution :: standalone": {
    "title": "Evidence, Discovery & Resolution",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — evidence, discovery & resolution.",
    "form_id": "xARR3aVvMJb3FcVc",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Evidence Sources (initial)",
        "type": "dropdown",
        "multi": true,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Evidence Links / Locations",
        "type": "textarea",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Witness List (initial)",
        "type": "textarea",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expert Witness Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Client Availability for Testimony",
        "type": "dropdown",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Involved (claim)",
        "type": "dropdown",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurer Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claim Number(s) (if any)",
        "type": "textfield",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Settlement Authority Limit",
        "type": "number",
        "multi": false,
        "section": "Resolution strategy",
        "required": false,
        "conditional": false
      },
      {
        "name": "ADR Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Resolution strategy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
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      "update",
      "auth-only",
      "standalone",
      "evidence sources",
      "evidence links locations",
      "witness list",
      "expert witness needed",
      "client availability for testimony",
      "insurance involved",
      "insurer name",
      "claim number",
      "settlement authority limit",
      "adr preference"
    ],
    "source": {
      "niche": "legal",
      "key": "discovery"
    }
  },
  "Evidence, Discovery & Resolution :: embed": {
    "title": "Evidence, Discovery & Resolution",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
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    "form_id": "xARR3aVvMJb3FcVc",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Evidence Sources (initial)",
        "type": "dropdown",
        "multi": true,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Evidence Links / Locations",
        "type": "textarea",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Witness List (initial)",
        "type": "textarea",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expert Witness Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Client Availability for Testimony",
        "type": "dropdown",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Involved (claim)",
        "type": "dropdown",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurer Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claim Number(s) (if any)",
        "type": "textfield",
        "multi": false,
        "section": "Insurance & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Settlement Authority Limit",
        "type": "number",
        "multi": false,
        "section": "Resolution strategy",
        "required": false,
        "conditional": false
      },
      {
        "name": "ADR Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Resolution strategy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "evidence sources",
      "evidence links locations",
      "witness list",
      "expert witness needed",
      "client availability for testimony",
      "insurance involved",
      "insurer name",
      "claim number",
      "settlement authority limit",
      "adr preference"
    ],
    "source": {
      "niche": "legal",
      "key": "discovery"
    }
  },
  "Matter Lifecycle & Records :: standalone": {
    "title": "Matter Lifecycle & Records",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — matter lifecycle & records.",
    "form_id": "24j4usHxSiugDsJ79",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Publicity / Media Sensitivity",
        "type": "dropdown",
        "multi": false,
        "section": "Sensitivity",
        "required": false,
        "conditional": false
      },
      {
        "name": "File Retention Term (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "File Destruction Eligible Date (legal)",
        "type": "datefield",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Close Reason",
        "type": "dropdown",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral-Out Details (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "publicity media sensitivity",
      "file retention term",
      "file destruction eligible date",
      "matter close reason",
      "referral out details"
    ],
    "source": {
      "niche": "legal",
      "key": "lifecycle"
    }
  },
  "Matter Lifecycle & Records :: embed": {
    "title": "Matter Lifecycle & Records",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Legal client workflow — matter lifecycle & records.",
    "form_id": "24j4usHxSiugDsJ79",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Publicity / Media Sensitivity",
        "type": "dropdown",
        "multi": false,
        "section": "Sensitivity",
        "required": false,
        "conditional": false
      },
      {
        "name": "File Retention Term (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "File Destruction Eligible Date (legal)",
        "type": "datefield",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Close Reason",
        "type": "dropdown",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral-Out Details (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Closing & retention",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "publicity media sensitivity",
      "file retention term",
      "file destruction eligible date",
      "matter close reason",
      "referral out details"
    ],
    "source": {
      "niche": "legal",
      "key": "lifecycle"
    }
  },
  "New Shopper Welcome & Account Setup :: standalone": {
    "title": "New Shopper Welcome & Account Setup",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "An eCommerce brand onboarding a new retail or wholesale customer — customer type and channel, wholesale/resale status, product interests, and promo preferences.",
    "form_id": "2tfMmbGqSa4md3AjY",
    "community_record": null,
    "field_count": 11,
    "required": [
      "Email address",
      "Customer Type (ecomm)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Customer Type (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Wholesale Account Status",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re buying wholesale",
        "required": false,
        "conditional": true
      },
      {
        "name": "Resale / Tax-Exempt Status",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re buying wholesale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Shopping Channel",
        "type": "dropdown",
        "multi": false,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Storefront Platform (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Product Categories (ecomm)",
        "type": "dropdown",
        "multi": true,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Promo/Discount Preference",
        "type": "dropdown",
        "multi": true,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "eCommerce Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Customer Type (ecomm)",
        "comparison": "hasSelected",
        "value": "Wholesale (B2B)",
        "action": "show",
        "target": "Wholesale Account Status"
      }
    ],
    "tags": [
      "ecommerce",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "customer type",
      "wholesale account status",
      "resale tax exempt status",
      "preferred shopping channel",
      "primary storefront platform",
      "preferred product categories",
      "promo discount preference",
      "ecommerce notes"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "kickoff"
    }
  },
  "New Shopper Welcome & Account Setup :: embed": {
    "title": "New Shopper Welcome & Account Setup",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "An eCommerce brand onboarding a new retail or wholesale customer — customer type and channel, wholesale/resale status, product interests, and promo preferences.",
    "form_id": "2tfMmbGqSa4md3AjY",
    "community_record": null,
    "field_count": 11,
    "required": [
      "Email address",
      "Customer Type (ecomm)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Customer Type (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Wholesale Account Status",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re buying wholesale",
        "required": false,
        "conditional": true
      },
      {
        "name": "Resale / Tax-Exempt Status",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re buying wholesale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Shopping Channel",
        "type": "dropdown",
        "multi": false,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Storefront Platform (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Product Categories (ecomm)",
        "type": "dropdown",
        "multi": true,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "Promo/Discount Preference",
        "type": "dropdown",
        "multi": true,
        "section": "How you like to shop",
        "required": false,
        "conditional": false
      },
      {
        "name": "eCommerce Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Customer Type (ecomm)",
        "comparison": "hasSelected",
        "value": "Wholesale (B2B)",
        "action": "show",
        "target": "Wholesale Account Status"
      }
    ],
    "tags": [
      "ecommerce",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "customer type",
      "wholesale account status",
      "resale tax exempt status",
      "preferred shopping channel",
      "primary storefront platform",
      "preferred product categories",
      "promo discount preference",
      "ecommerce notes"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "kickoff"
    }
  },
  "Style, Sizing & Shopping Profile :: standalone": {
    "title": "Style, Sizing & Shopping Profile",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "eCommerce client workflow — style, sizing & shopping profile.",
    "form_id": "24VvTdDge9oJDFQz3",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Style / Use-Case Keywords",
        "type": "textarea",
        "multi": false,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Color Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Material Preferences / Restrictions",
        "type": "textarea",
        "multi": false,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Size Profile - Tops (if apparel)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Size Profile - Bottoms (if apparel)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Shoe Size (if applicable)",
        "type": "textfield",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Gifting Frequency (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "How you buy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Discount Sensitivity",
        "type": "dropdown",
        "multi": false,
        "section": "How you buy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sustainability Preferences (ecomm)",
        "type": "dropdown",
        "multi": true,
        "section": "How you buy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "style use case keywords",
      "color preferences",
      "material preferences restrictions",
      "size profile tops",
      "size profile bottoms",
      "shoe size",
      "gifting frequency",
      "discount sensitivity",
      "sustainability preferences"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "profile"
    }
  },
  "Style, Sizing & Shopping Profile :: embed": {
    "title": "Style, Sizing & Shopping Profile",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "eCommerce client workflow — style, sizing & shopping profile.",
    "form_id": "24VvTdDge9oJDFQz3",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Style / Use-Case Keywords",
        "type": "textarea",
        "multi": false,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Color Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Material Preferences / Restrictions",
        "type": "textarea",
        "multi": false,
        "section": "Your style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Size Profile - Tops (if apparel)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Size Profile - Bottoms (if apparel)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Shoe Size (if applicable)",
        "type": "textfield",
        "multi": false,
        "section": "Your sizing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Gifting Frequency (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "How you buy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Discount Sensitivity",
        "type": "dropdown",
        "multi": false,
        "section": "How you buy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sustainability Preferences (ecomm)",
        "type": "dropdown",
        "multi": true,
        "section": "How you buy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "style use case keywords",
      "color preferences",
      "material preferences restrictions",
      "size profile tops",
      "size profile bottoms",
      "shoe size",
      "gifting frequency",
      "discount sensitivity",
      "sustainability preferences"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "profile"
    }
  },
  "Shipping, Delivery & Payment Setup :: standalone": {
    "title": "Shipping, Delivery & Payment Setup",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "eCommerce client workflow — shipping, delivery & payment setup.",
    "form_id": "24XxAEytQC2yLV4Ve",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Preferred Shipping Speed (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Carrier (where available)",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Local Pickup Option",
        "type": "radio",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Gift Wrap / Message Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Delivery Notes (ecomm)",
        "type": "textarea",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ship-To Region Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Currency Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age-Restricted Item Eligibility",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "preferred shipping speed",
      "preferred carrier",
      "local pickup option",
      "gift wrap message preference",
      "delivery notes",
      "ship to region preference",
      "currency preference",
      "age restricted item eligibility",
      "payment method preference"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "fulfillment"
    }
  },
  "Shipping, Delivery & Payment Setup :: embed": {
    "title": "Shipping, Delivery & Payment Setup",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "eCommerce client workflow — shipping, delivery & payment setup.",
    "form_id": "24XxAEytQC2yLV4Ve",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Preferred Shipping Speed (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Carrier (where available)",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Local Pickup Option",
        "type": "radio",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Gift Wrap / Message Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Delivery Notes (ecomm)",
        "type": "textarea",
        "multi": false,
        "section": "Shipping & delivery",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ship-To Region Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Currency Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age-Restricted Item Eligibility",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Where & how you pay",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "preferred shipping speed",
      "preferred carrier",
      "local pickup option",
      "gift wrap message preference",
      "delivery notes",
      "ship to region preference",
      "currency preference",
      "age restricted item eligibility",
      "payment method preference"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "fulfillment"
    }
  },
  "Loyalty, Subscriptions & Reorders :: standalone": {
    "title": "Loyalty, Subscriptions & Reorders",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "eCommerce client workflow — loyalty, subscriptions & reorders.",
    "form_id": "2rUeQuYqSjvMfuQy5",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "Loyalty Program Enrollment",
        "type": "radio",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loyalty Tier (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loyalty Points Balance (ref)",
        "type": "number",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscription Status (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscribed Product(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscription Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reorder Cadence Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Reorders",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "loyalty program enrollment",
      "loyalty tier",
      "loyalty points balance",
      "subscription status",
      "subscribed product",
      "subscription cadence",
      "reorder cadence preference"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "loyalty"
    }
  },
  "Loyalty, Subscriptions & Reorders :: embed": {
    "title": "Loyalty, Subscriptions & Reorders",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "eCommerce client workflow — loyalty, subscriptions & reorders.",
    "form_id": "2rUeQuYqSjvMfuQy5",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "Loyalty Program Enrollment",
        "type": "radio",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loyalty Tier (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loyalty Points Balance (ref)",
        "type": "number",
        "multi": false,
        "section": "Loyalty & rewards",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscription Status (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscribed Product(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subscription Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Subscriptions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reorder Cadence Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Reorders",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "loyalty program enrollment",
      "loyalty tier",
      "loyalty points balance",
      "subscription status",
      "subscribed product",
      "subscription cadence",
      "reorder cadence preference"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "loyalty"
    }
  },
  "Account, Support & Order History :: standalone": {
    "title": "Account, Support & Order History",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "eCommerce client workflow — account, support & order history.",
    "form_id": "23SUEDMS1oAsCB17N",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Support Channel Preference (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Support preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Self-Service Use Preference",
        "type": "radio",
        "multi": false,
        "section": "Support preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Policy Familiarity",
        "type": "dropdown",
        "multi": false,
        "section": "Returns",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Reason Tendencies",
        "type": "dropdown",
        "multi": true,
        "section": "Returns",
        "required": false,
        "conditional": false
      },
      {
        "name": "First Order Date (ref)",
        "type": "datefield",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Most Recent Order Date (ref)",
        "type": "datefield",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Total Orders (ref)",
        "type": "number",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Average Order Value Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lifetime Value Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Rate Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Chargeback Flag (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "support channel preference",
      "self service use preference",
      "return policy familiarity",
      "return reason tendencies",
      "first order date",
      "most recent order date",
      "total orders",
      "average order value band",
      "lifetime value band",
      "return rate band",
      "chargeback flag"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "account"
    }
  },
  "Account, Support & Order History :: embed": {
    "title": "Account, Support & Order History",
    "asset_type": "form",
    "niche": "eCommerce",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "eCommerce client workflow — account, support & order history.",
    "form_id": "23SUEDMS1oAsCB17N",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Support Channel Preference (ecomm)",
        "type": "dropdown",
        "multi": false,
        "section": "Support preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Self-Service Use Preference",
        "type": "radio",
        "multi": false,
        "section": "Support preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Policy Familiarity",
        "type": "dropdown",
        "multi": false,
        "section": "Returns",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Reason Tendencies",
        "type": "dropdown",
        "multi": true,
        "section": "Returns",
        "required": false,
        "conditional": false
      },
      {
        "name": "First Order Date (ref)",
        "type": "datefield",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Most Recent Order Date (ref)",
        "type": "datefield",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Total Orders (ref)",
        "type": "number",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Average Order Value Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lifetime Value Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Return Rate Band (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Chargeback Flag (ref)",
        "type": "dropdown",
        "multi": false,
        "section": "Order history",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "ecommerce",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "support channel preference",
      "self service use preference",
      "return policy familiarity",
      "return reason tendencies",
      "first order date",
      "most recent order date",
      "total orders",
      "average order value band",
      "lifetime value band",
      "return rate band",
      "chargeback flag"
    ],
    "source": {
      "niche": "ecommerce",
      "key": "account"
    }
  },
  "New Home Buyer Intake :: standalone": {
    "title": "New Home Buyer Intake",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A real estate agent or brokerage capturing a new buyer, seller, or investor lead — role and transaction type, timeline, financing and pre-approval, budget, and showing preferences.",
    "form_id": "24i7jzCaNN6PgQ1HE",
    "community_record": null,
    "field_count": 28,
    "required": [
      "Email address",
      "Client Role (housing)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your search",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": true,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Property Use",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Special Circumstance (housing)",
        "type": "textarea",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Financing Approach",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Approval / Proof of Funds Status",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": true
      },
      {
        "name": "Lender/Bank Name (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Down Payment Target %",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Monthly Housing Budget Band",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Purchase Price Band",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Neighborhoods / ZIPs",
        "type": "textarea",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "School District Preference",
        "type": "textarea",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Commute Constraints (mins)",
        "type": "textfield",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Proximity Priorities",
        "type": "dropdown",
        "multi": true,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Availability Window (housing)",
        "type": "textfield",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Notice Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Virtual Tour / Remote Viewing OK",
        "type": "radio",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Offer Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Investor Strategy",
        "type": "dropdown",
        "multi": true,
        "section": "If you’re investing",
        "required": false,
        "conditional": true
      },
      {
        "name": "Target Gross Yield / Cap Band",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Rent Band (per unit)",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "1031 Exchange Interest",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Financing Approach",
        "comparison": "doesNotHaveSelected",
        "value": "All cash",
        "action": "show",
        "target": "Pre-Approval / Proof of Funds Status"
      },
      {
        "when": "Client Role (housing)",
        "comparison": "hasSelected",
        "value": "Investor",
        "action": "show",
        "target": "Investor Strategy"
      }
    ],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "primary property use",
      "timeline urgency",
      "target move in close date",
      "special circumstance",
      "financing approach",
      "pre approval proof of funds status",
      "lender bank name",
      "down payment target",
      "monthly housing budget band"
    ],
    "source": {
      "niche": "realestate",
      "key": "kickoff"
    }
  },
  "New Home Buyer Intake :: embed": {
    "title": "New Home Buyer Intake",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A real estate agent or brokerage capturing a new buyer, seller, or investor lead — role and transaction type, timeline, financing and pre-approval, budget, and showing preferences.",
    "form_id": "24i7jzCaNN6PgQ1HE",
    "community_record": null,
    "field_count": 28,
    "required": [
      "Email address",
      "Client Role (housing)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your search",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": true,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Property Use",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Special Circumstance (housing)",
        "type": "textarea",
        "multi": false,
        "section": "About you & your search",
        "required": false,
        "conditional": false
      },
      {
        "name": "Financing Approach",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Approval / Proof of Funds Status",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": true
      },
      {
        "name": "Lender/Bank Name (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Down Payment Target %",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Monthly Housing Budget Band",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Purchase Price Band",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & financing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Neighborhoods / ZIPs",
        "type": "textarea",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "School District Preference",
        "type": "textarea",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Commute Constraints (mins)",
        "type": "textfield",
        "multi": false,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Proximity Priorities",
        "type": "dropdown",
        "multi": true,
        "section": "Where you want to live",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Availability Window (housing)",
        "type": "textfield",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Notice Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Virtual Tour / Remote Viewing OK",
        "type": "radio",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Offer Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Showings & offers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Investor Strategy",
        "type": "dropdown",
        "multi": true,
        "section": "If you’re investing",
        "required": false,
        "conditional": true
      },
      {
        "name": "Target Gross Yield / Cap Band",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Rent Band (per unit)",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "1031 Exchange Interest",
        "type": "dropdown",
        "multi": false,
        "section": "If you’re investing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Financing Approach",
        "comparison": "doesNotHaveSelected",
        "value": "All cash",
        "action": "show",
        "target": "Pre-Approval / Proof of Funds Status"
      },
      {
        "when": "Client Role (housing)",
        "comparison": "hasSelected",
        "value": "Investor",
        "action": "show",
        "target": "Investor Strategy"
      }
    ],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "primary property use",
      "timeline urgency",
      "target move in close date",
      "special circumstance",
      "financing approach",
      "pre approval proof of funds status",
      "lender bank name",
      "down payment target",
      "monthly housing budget band"
    ],
    "source": {
      "niche": "realestate",
      "key": "kickoff"
    }
  },
  "Home Seller & Listing Intake :: standalone": {
    "title": "Home Seller & Listing Intake",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Real Estate client workflow — home seller & listing intake.",
    "form_id": "2umPEHVVs9b5Pjm1P",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your sale",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seller Motivation",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Special Circumstance (housing)",
        "type": "textarea",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Property Condition Summary (seller)",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Improvements / Upgrades List",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pricing Strategy Comfort",
        "type": "dropdown",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photography/Media Consent (seller)",
        "type": "radio",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Listing Agreement Status",
        "type": "dropdown",
        "multi": false,
        "section": "Paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "Offer Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "seller motivation",
      "timeline urgency",
      "target move in close date",
      "special circumstance",
      "property condition summary",
      "improvements upgrades list",
      "pricing strategy comfort",
      "staging preference",
      "photography media consent"
    ],
    "source": {
      "niche": "realestate",
      "key": "seller"
    }
  },
  "Home Seller & Listing Intake :: embed": {
    "title": "Home Seller & Listing Intake",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Real Estate client workflow — home seller & listing intake.",
    "form_id": "2umPEHVVs9b5Pjm1P",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your sale",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seller Motivation",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Special Circumstance (housing)",
        "type": "textarea",
        "multi": false,
        "section": "About you & your sale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Property Condition Summary (seller)",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Improvements / Upgrades List",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pricing Strategy Comfort",
        "type": "dropdown",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photography/Media Consent (seller)",
        "type": "radio",
        "multi": false,
        "section": "Pricing & presentation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Listing Agreement Status",
        "type": "dropdown",
        "multi": false,
        "section": "Paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "Offer Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "seller motivation",
      "timeline urgency",
      "target move in close date",
      "special circumstance",
      "property condition summary",
      "improvements upgrades list",
      "pricing strategy comfort",
      "staging preference",
      "photography media consent"
    ],
    "source": {
      "niche": "realestate",
      "key": "seller"
    }
  },
  "Residential Rental Application :: standalone": {
    "title": "Residential Rental Application",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Real Estate client workflow — residential rental application.",
    "form_id": "2tsoUsicFJV2GPxcE",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lease Term Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Occupants Count (planned)",
        "type": "number",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pets (type/size)",
        "type": "textarea",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Smoking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Household Income Band (renter)",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employment / Student Status",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Renter Screening Consent Status",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Move-In Readiness Items",
        "type": "textarea",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Availability Window (housing)",
        "type": "textfield",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Notice Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Virtual Tour / Remote Viewing OK",
        "type": "radio",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "timeline urgency",
      "target move in close date",
      "lease term preference",
      "occupants count",
      "pets",
      "smoking preference",
      "household income band",
      "employment student status",
      "renter screening consent status"
    ],
    "source": {
      "niche": "realestate",
      "key": "rental"
    }
  },
  "Residential Rental Application :: embed": {
    "title": "Residential Rental Application",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Real Estate client workflow — residential rental application.",
    "form_id": "2tsoUsicFJV2GPxcE",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (housing)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Transaction Type (real estate)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Timeline Urgency (move/close)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Move-In / Close Date",
        "type": "datefield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lease Term Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Occupants Count (planned)",
        "type": "number",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pets (type/size)",
        "type": "textarea",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Smoking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Lease & household",
        "required": false,
        "conditional": false
      },
      {
        "name": "Household Income Band (renter)",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employment / Student Status",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Renter Screening Consent Status",
        "type": "dropdown",
        "multi": false,
        "section": "Income & screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Move-In Readiness Items",
        "type": "textarea",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Availability Window (housing)",
        "type": "textfield",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Showing Notice Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Virtual Tour / Remote Viewing OK",
        "type": "radio",
        "multi": false,
        "section": "Move-in & viewing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "client role",
      "transaction type",
      "timeline urgency",
      "target move in close date",
      "lease term preference",
      "occupants count",
      "pets",
      "smoking preference",
      "household income band",
      "employment student status",
      "renter screening consent status"
    ],
    "source": {
      "niche": "realestate",
      "key": "rental"
    }
  },
  "Buyer Home Criteria & Showing Preferences :: standalone": {
    "title": "Buyer Home Criteria & Showing Preferences",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Real Estate client workflow — buyer home criteria & showing preferences.",
    "form_id": "2sbrjLnVfn6w58xRu",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Property Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bedroom Minimum",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bathroom Minimum",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Square Footage Target (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lot Size Preference",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age/Condition Tolerance",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Must-Have Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Features Needed (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outdoor / Lifestyle Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parking Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parking Spaces Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA/Condo Association Acceptable",
        "type": "dropdown",
        "multi": false,
        "section": "Community",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA Fee Band (acceptable)",
        "type": "dropdown",
        "multi": false,
        "section": "Community",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "property type preference",
      "bedroom minimum",
      "bathroom minimum",
      "square footage target",
      "lot size preference",
      "age condition tolerance",
      "must have features",
      "accessibility features needed",
      "outdoor lifestyle preferences",
      "parking requirement",
      "parking spaces needed",
      "hoa condo association acceptable",
      "hoa fee band"
    ],
    "source": {
      "niche": "realestate",
      "key": "criteria"
    }
  },
  "Buyer Home Criteria & Showing Preferences :: embed": {
    "title": "Buyer Home Criteria & Showing Preferences",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "deployment": "embed",
    "use_case": "Real Estate client workflow — buyer home criteria & showing preferences.",
    "form_id": "2sbrjLnVfn6w58xRu",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Property Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bedroom Minimum",
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        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bathroom Minimum",
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        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Square Footage Target (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lot Size Preference",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age/Condition Tolerance",
        "type": "dropdown",
        "multi": false,
        "section": "The home",
        "required": false,
        "conditional": false
      },
      {
        "name": "Must-Have Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Features Needed (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outdoor / Lifestyle Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parking Requirement",
        "type": "dropdown",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parking Spaces Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Features & parking",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA/Condo Association Acceptable",
        "type": "dropdown",
        "multi": false,
        "section": "Community",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA Fee Band (acceptable)",
        "type": "dropdown",
        "multi": false,
        "section": "Community",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
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      "lot size preference",
      "age condition tolerance",
      "must have features",
      "accessibility features needed",
      "outdoor lifestyle preferences",
      "parking requirement",
      "parking spaces needed",
      "hoa condo association acceptable",
      "hoa fee band"
    ],
    "source": {
      "niche": "realestate",
      "key": "criteria"
    }
  },
  "Landlord & Property Management Onboarding :: standalone": {
    "title": "Landlord & Property Management Onboarding",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "deployment": "standalone",
    "use_case": "Real Estate client workflow — landlord & property management onboarding.",
    "form_id": "2uyzFwU7k1Bwgz4vt",
    "community_record": null,
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    "required": [],
    "fields": [
      {
        "name": "Units Owned / Managed (count)",
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        "multi": false,
        "section": "Your portfolio",
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        "conditional": false
      },
      {
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      },
      {
        "name": "Rent Collection Method Preference",
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        "section": "Rent & fees",
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        "conditional": false
      },
      {
        "name": "Late Fee Policy (owner)",
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        "section": "Rent & fees",
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        "conditional": false
      },
      {
        "name": "Maintenance Approval Limit ($)",
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        "multi": false,
        "section": "Maintenance & vendors",
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        "conditional": false
      },
      {
        "name": "Preferred Vendors / Trades (names)",
        "type": "textarea",
        "multi": false,
        "section": "Maintenance & vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tenant Screening Criteria (owner)",
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        "multi": true,
        "section": "Leasing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lease Renewal Strategy",
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        "multi": false,
        "section": "Leasing",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
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      "auth-only",
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      "units owned managed",
      "property types owned",
      "rent collection method preference",
      "late fee policy",
      "maintenance approval limit",
      "preferred vendors trades",
      "tenant screening criteria",
      "lease renewal strategy"
    ],
    "source": {
      "niche": "realestate",
      "key": "landlord"
    }
  },
  "Landlord & Property Management Onboarding :: embed": {
    "title": "Landlord & Property Management Onboarding",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "deployment": "embed",
    "use_case": "Real Estate client workflow — landlord & property management onboarding.",
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    "field_count": 8,
    "required": [],
    "fields": [
      {
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      },
      {
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      },
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      },
      {
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        "section": "Rent & fees",
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        "conditional": false
      },
      {
        "name": "Maintenance Approval Limit ($)",
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        "multi": false,
        "section": "Maintenance & vendors",
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      },
      {
        "name": "Preferred Vendors / Trades (names)",
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        "multi": false,
        "section": "Maintenance & vendors",
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        "conditional": false
      },
      {
        "name": "Tenant Screening Criteria (owner)",
        "type": "dropdown",
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        "section": "Leasing",
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        "conditional": false
      },
      {
        "name": "Lease Renewal Strategy",
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        "multi": false,
        "section": "Leasing",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "units owned managed",
      "property types owned",
      "rent collection method preference",
      "late fee policy",
      "maintenance approval limit",
      "preferred vendors trades",
      "tenant screening criteria",
      "lease renewal strategy"
    ],
    "source": {
      "niche": "realestate",
      "key": "landlord"
    }
  },
  "Real Estate Transaction Compliance & Disclosures :: standalone": {
    "title": "Real Estate Transaction Compliance & Disclosures",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "use_case": "Real Estate client workflow — real estate transaction compliance & disclosures.",
    "form_id": "2sbrxNeTPfwK2xxvB",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "Agency Disclosure Status",
        "type": "dropdown",
        "multi": false,
        "section": "Representation & disclosures",
        "required": false,
        "conditional": false
      },
      {
        "name": "Buyer/Tenant Representation Agreement",
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        "multi": false,
        "section": "Representation & disclosures",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "Representation & disclosures",
        "required": false,
        "conditional": false
      },
      {
        "name": "Proof of Funds / Pre-Approval Link",
        "type": "textfield",
        "multi": false,
        "section": "Documents & verification",
        "required": false,
        "conditional": false
      },
      {
        "name": "ID Document Storage Consent (housing)",
        "type": "radio",
        "multi": false,
        "section": "Documents & verification",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA / Condo Docs Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & verification",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Coordination Preference",
        "type": "radio",
        "multi": false,
        "section": "Coordination",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "auth-only",
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      "agency disclosure status",
      "buyer tenant representation agreement",
      "flood hazard disclosure acknowledged",
      "proof of funds pre approval link",
      "id document storage consent",
      "hoa condo docs needed",
      "insurance coordination preference"
    ],
    "source": {
      "niche": "realestate",
      "key": "compliance"
    }
  },
  "Real Estate Transaction Compliance & Disclosures :: embed": {
    "title": "Real Estate Transaction Compliance & Disclosures",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Real Estate client workflow — real estate transaction compliance & disclosures.",
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    "field_count": 7,
    "required": [],
    "fields": [
      {
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      {
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      {
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        "multi": false,
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      {
        "name": "ID Document Storage Consent (housing)",
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        "conditional": false
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      {
        "name": "HOA / Condo Docs Needed",
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        "section": "Documents & verification",
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      },
      {
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        "section": "Coordination",
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      }
    ],
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    "tags": [
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      "buyer tenant representation agreement",
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      "proof of funds pre approval link",
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      "hoa condo docs needed",
      "insurance coordination preference"
    ],
    "source": {
      "niche": "realestate",
      "key": "compliance"
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  },
  "Request an Accounting Consultation :: standalone": {
    "title": "Request an Accounting Consultation",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Accounting / CPA client workflow — request an accounting consultation.",
    "form_id": "23db5nRTQjsHs9Ljh",
    "community_record": null,
    "field_count": 6,
    "required": [
      "Email address",
      "Client Type (Taxpayer)",
      "Primary Engagement Type (CPA)"
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    "fields": [
      {
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        "multi": false,
        "section": "Quick details",
        "required": false,
        "conditional": false
      },
      {
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        "section": "Quick details",
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        "conditional": false
      },
      {
        "name": "Email address",
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        "section": "Quick details",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Type (Taxpayer)",
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        "section": "Quick details",
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        "conditional": false
      },
      {
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        "multi": true,
        "section": "What you’re looking for",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "What you’re looking for",
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    ],
    "conditions": [],
    "tags": [
      "accounting",
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      "first name",
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      "email address",
      "client type",
      "primary engagement type",
      "anything we should know"
    ],
    "source": {
      "niche": "accounting-x",
      "key": "quote"
    }
  },
  "Request an Accounting Consultation :: embed": {
    "title": "Request an Accounting Consultation",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
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    "deployment": "embed",
    "use_case": "Accounting / CPA client workflow — request an accounting consultation.",
    "form_id": "23db5nRTQjsHs9Ljh",
    "community_record": null,
    "field_count": 6,
    "required": [
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      {
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      },
      {
        "name": "Email address",
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        "multi": false,
        "section": "Quick details",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Type (Taxpayer)",
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        "section": "Quick details",
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        "conditional": false
      },
      {
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        "multi": true,
        "section": "What you’re looking for",
        "required": true,
        "conditional": false
      },
      {
        "name": "Anything we should know?",
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        "multi": false,
        "section": "What you’re looking for",
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      }
    ],
    "conditions": [],
    "tags": [
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      "email address",
      "client type",
      "primary engagement type",
      "anything we should know"
    ],
    "source": {
      "niche": "accounting-x",
      "key": "quote"
    }
  },
  "New Business Formation & Startup Intake :: standalone": {
    "title": "New Business Formation & Startup Intake",
    "asset_type": "form",
    "niche": "Accounting / CPA",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Accounting / CPA client workflow — new business formation & startup intake.",
    "form_id": "25c9hwXCi46MJqJzU",
    "community_record": null,
    "field_count": 16,
    "required": [
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      "Entity type (or what you’re leaning toward)"
    ],
    "fields": [
      {
        "name": "First name",
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        "multi": false,
        "section": "About you",
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      },
      {
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        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Email address",
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        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Planned business name",
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        "multi": false,
        "section": "Your new entity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Entity type (or what you’re leaning toward)",
        "type": "dropdown",
        "multi": false,
        "section": "Your new entity",
        "required": true,
        "conditional": false
      },
      {
        "name": "Entity Formation State",
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        "multi": false,
        "section": "Your new entity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fiscal Year End Month",
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        "multi": false,
        "section": "Your new entity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accounting Basis",
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        "multi": false,
        "section": "Your new entity",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner/Partner Count",
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        "section": "Your new entity",
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        "conditional": false
      },
      {
        "name": "EIN status",
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        "section": "Getting registered",
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        "conditional": false
      },
      {
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        "conditional": false
      },
      {
        "name": "Will you have employees / payroll?",
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      },
      {
        "name": "Bookkeeping software (if chosen)",
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        "multi": false,
        "section": "First-year foundations",
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        "conditional": false
      },
      {
        "name": "How will you make money?",
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        "multi": true,
        "section": "First-year foundations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Where would you most like our guidance?",
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        "multi": true,
        "section": "First-year foundations",
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      },
      {
        "name": "Notes & questions",
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        "multi": false,
        "section": "Anything else",
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      }
    ],
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      "owner partner count",
      "ein status",
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      "will you have employees payroll",
      "bookkeeping software",
      "how will you make money"
    ],
    "source": {
      "niche": "accounting-x",
      "key": "startup"
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  },
  "New Business Formation & Startup Intake :: embed": {
    "title": "New Business Formation & Startup Intake",
    "asset_type": "form",
    "niche": "Accounting / CPA",
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      {
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      },
      {
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        "multi": false,
        "section": "About you & your site",
        "required": true,
        "conditional": false
      },
      {
        "name": "Website CMS / Site Builder",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your site",
        "required": false,
        "conditional": false
      },
      {
        "name": "SEO Priority Area",
        "type": "dropdown",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Key Conversion Actions",
        "type": "dropdown",
        "multi": true,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Top Priority Pages",
        "type": "textarea",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Maintenance Plan Interest",
        "type": "dropdown",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Competitor Advantage Notes",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "primary domain",
      "website cms site builder",
      "seo priority area",
      "key conversion actions",
      "top priority pages",
      "maintenance plan interest",
      "competitor advantage notes"
    ],
    "source": {
      "niche": "agency",
      "key": "kickoff"
    }
  },
  "New Project Inquiry :: embed": {
    "title": "New Project Inquiry",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A digital agency scoping a new website project — capturing the client’s domain, CMS, SEO priority, target conversions and pages, and maintenance interest to frame a first conversation.",
    "form_id": "2safrvdaAjZrsFJbj",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Email address",
      "Primary Domain(s)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your site",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your site",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your site",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Domain(s)",
        "type": "textarea",
        "multi": false,
        "section": "About you & your site",
        "required": true,
        "conditional": false
      },
      {
        "name": "Website CMS / Site Builder",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your site",
        "required": false,
        "conditional": false
      },
      {
        "name": "SEO Priority Area",
        "type": "dropdown",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Key Conversion Actions",
        "type": "dropdown",
        "multi": true,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Top Priority Pages",
        "type": "textarea",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Maintenance Plan Interest",
        "type": "dropdown",
        "multi": false,
        "section": "What you want to achieve",
        "required": false,
        "conditional": false
      },
      {
        "name": "Competitor Advantage Notes",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "primary domain",
      "website cms site builder",
      "seo priority area",
      "key conversion actions",
      "top priority pages",
      "maintenance plan interest",
      "competitor advantage notes"
    ],
    "source": {
      "niche": "agency",
      "key": "kickoff"
    }
  },
  "Project Scope & Goals Setup :: standalone": {
    "title": "Project Scope & Goals Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Web Design / Digital Agency client workflow — project scope & goals setup.",
    "form_id": "2saNwbH6GYswtqky8",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "CMS Version",
        "type": "textfield",
        "multi": false,
        "section": "Platform",
        "required": false,
        "conditional": false
      },
      {
        "name": "Theme / Template Name",
        "type": "textfield",
        "multi": false,
        "section": "Platform",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ecommerce Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Product Catalog Size",
        "type": "dropdown",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Gateway(s)",
        "type": "dropdown",
        "multi": true,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recurring Billing Needs",
        "type": "radio",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Keywords (initial)",
        "type": "textarea",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Top Competitor Websites",
        "type": "textarea",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Blog Cadence Target",
        "type": "dropdown",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Update Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Target Level",
        "type": "dropdown",
        "multi": false,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Performance Target",
        "type": "dropdown",
        "multi": false,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Localization / Languages",
        "type": "dropdown",
        "multi": true,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traffic Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Current scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Volume Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Current scale",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "cms version",
      "theme template name",
      "ecommerce platform",
      "product catalog size",
      "payment gateway",
      "recurring billing needs",
      "target keywords",
      "top competitor websites",
      "blog cadence target",
      "content update cadence",
      "accessibility target level",
      "performance target",
      "localization languages",
      "traffic band"
    ],
    "source": {
      "niche": "agency",
      "key": "scope"
    }
  },
  "Project Scope & Goals Setup :: embed": {
    "title": "Project Scope & Goals Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Web Design / Digital Agency client workflow — project scope & goals setup.",
    "form_id": "2saNwbH6GYswtqky8",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "CMS Version",
        "type": "textfield",
        "multi": false,
        "section": "Platform",
        "required": false,
        "conditional": false
      },
      {
        "name": "Theme / Template Name",
        "type": "textfield",
        "multi": false,
        "section": "Platform",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ecommerce Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Product Catalog Size",
        "type": "dropdown",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Gateway(s)",
        "type": "dropdown",
        "multi": true,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recurring Billing Needs",
        "type": "radio",
        "multi": false,
        "section": "Commerce",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Keywords (initial)",
        "type": "textarea",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Top Competitor Websites",
        "type": "textarea",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Blog Cadence Target",
        "type": "dropdown",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Update Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Search & content plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Target Level",
        "type": "dropdown",
        "multi": false,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Performance Target",
        "type": "dropdown",
        "multi": false,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Localization / Languages",
        "type": "dropdown",
        "multi": true,
        "section": "Quality bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traffic Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Current scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Volume Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Current scale",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "cms version",
      "theme template name",
      "ecommerce platform",
      "product catalog size",
      "payment gateway",
      "recurring billing needs",
      "target keywords",
      "top competitor websites",
      "blog cadence target",
      "content update cadence",
      "accessibility target level",
      "performance target",
      "localization languages",
      "traffic band"
    ],
    "source": {
      "niche": "agency",
      "key": "scope"
    }
  },
  "Brand, Content & Assets Setup :: standalone": {
    "title": "Brand, Content & Assets Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Web Design / Digital Agency client workflow — brand, content & assets setup.",
    "form_id": "25bQLHp9JyR1baJef",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Content Lead (client-side)",
        "type": "textfield",
        "multi": false,
        "section": "Content ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Source of Truth",
        "type": "dropdown",
        "multi": false,
        "section": "Content ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Guidelines Link",
        "type": "textfield",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Logo/Asset Library Link",
        "type": "textfield",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Required Fonts (names/links)",
        "type": "textarea",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Color Palette (HEX)",
        "type": "textarea",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Image Licensing Source(s)",
        "type": "dropdown",
        "multi": true,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Official Social Profile URLs",
        "type": "textarea",
        "multi": false,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Account IDs",
        "type": "textarea",
        "multi": false,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Usage Restrictions",
        "type": "textarea",
        "multi": false,
        "section": "Usage rules",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
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      "content source of truth",
      "brand guidelines link",
      "logo asset library link",
      "required fonts",
      "brand color palette",
      "image licensing source",
      "official social profile urls",
      "ad account ids",
      "brand usage restrictions"
    ],
    "source": {
      "niche": "agency",
      "key": "brand"
    }
  },
  "Brand, Content & Assets Setup :: embed": {
    "title": "Brand, Content & Assets Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Web Design / Digital Agency client workflow — brand, content & assets setup.",
    "form_id": "25bQLHp9JyR1baJef",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Content Lead (client-side)",
        "type": "textfield",
        "multi": false,
        "section": "Content ownership",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Source of Truth",
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        "multi": false,
        "section": "Content ownership",
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        "conditional": false
      },
      {
        "name": "Brand Guidelines Link",
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        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Logo/Asset Library Link",
        "type": "textfield",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Required Fonts (names/links)",
        "type": "textarea",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Color Palette (HEX)",
        "type": "textarea",
        "multi": false,
        "section": "Brand assets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Image Licensing Source(s)",
        "type": "dropdown",
        "multi": true,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Official Social Profile URLs",
        "type": "textarea",
        "multi": false,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Account IDs",
        "type": "textarea",
        "multi": false,
        "section": "Imagery & social",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Usage Restrictions",
        "type": "textarea",
        "multi": false,
        "section": "Usage rules",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "content lead",
      "content source of truth",
      "brand guidelines link",
      "logo asset library link",
      "required fonts",
      "brand color palette",
      "image licensing source",
      "official social profile urls",
      "ad account ids",
      "brand usage restrictions"
    ],
    "source": {
      "niche": "agency",
      "key": "brand"
    }
  },
  "Hosting, Domains & Security Setup :: standalone": {
    "title": "Hosting, Domains & Security Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Web Design / Digital Agency client workflow — hosting, domains & security setup.",
    "form_id": "25bT6djJzzPeu3X6k",
    "community_record": null,
    "field_count": 17,
    "required": [],
    "fields": [
      {
        "name": "Hosting Provider",
        "type": "textfield",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hosting Plan Type",
        "type": "dropdown",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Server Stack",
        "type": "dropdown",
        "multi": true,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "PHP/Runtime Version",
        "type": "textfield",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging Environment Available",
        "type": "radio",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Git Repository URL",
        "type": "textfield",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deployment Method",
        "type": "dropdown",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "CDN In Use",
        "type": "radio",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "CDN Provider",
        "type": "dropdown",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Domain Registrar",
        "type": "textfield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "DNS Provider",
        "type": "textfield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Domains/Subdomains",
        "type": "textarea",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "Domain Expiration Date",
        "type": "datefield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "SSL Certificate Status",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "SSL Certificate Expiration",
        "type": "datefield",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Security Controls",
        "type": "dropdown",
        "multi": true,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Backup Strategy",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "hosting provider",
      "hosting plan type",
      "server stack",
      "php runtime version",
      "staging environment available",
      "git repository url",
      "deployment method",
      "cdn in use",
      "cdn provider",
      "domain registrar",
      "dns provider",
      "additional domains subdomains",
      "domain expiration date",
      "ssl certificate status"
    ],
    "source": {
      "niche": "agency",
      "key": "infra"
    }
  },
  "Hosting, Domains & Security Setup :: embed": {
    "title": "Hosting, Domains & Security Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Web Design / Digital Agency client workflow — hosting, domains & security setup.",
    "form_id": "25bT6djJzzPeu3X6k",
    "community_record": null,
    "field_count": 17,
    "required": [],
    "fields": [
      {
        "name": "Hosting Provider",
        "type": "textfield",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hosting Plan Type",
        "type": "dropdown",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Server Stack",
        "type": "dropdown",
        "multi": true,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "PHP/Runtime Version",
        "type": "textfield",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging Environment Available",
        "type": "radio",
        "multi": false,
        "section": "Hosting & runtime",
        "required": false,
        "conditional": false
      },
      {
        "name": "Git Repository URL",
        "type": "textfield",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deployment Method",
        "type": "dropdown",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "CDN In Use",
        "type": "radio",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "CDN Provider",
        "type": "dropdown",
        "multi": false,
        "section": "Deployment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Domain Registrar",
        "type": "textfield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "DNS Provider",
        "type": "textfield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Domains/Subdomains",
        "type": "textarea",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "Domain Expiration Date",
        "type": "datefield",
        "multi": false,
        "section": "Domains & DNS",
        "required": false,
        "conditional": false
      },
      {
        "name": "SSL Certificate Status",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "SSL Certificate Expiration",
        "type": "datefield",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Security Controls",
        "type": "dropdown",
        "multi": true,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Backup Strategy",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & protection",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "active",
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      "update",
      "auth-only",
      "embed",
      "hosting provider",
      "hosting plan type",
      "server stack",
      "php runtime version",
      "staging environment available",
      "git repository url",
      "deployment method",
      "cdn in use",
      "cdn provider",
      "domain registrar",
      "dns provider",
      "additional domains subdomains",
      "domain expiration date",
      "ssl certificate status"
    ],
    "source": {
      "niche": "agency",
      "key": "infra"
    }
  },
  "Analytics, Tracking & Integrations Setup :: standalone": {
    "title": "Analytics, Tracking & Integrations Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "deployment": "standalone",
    "use_case": "Web Design / Digital Agency client workflow — analytics, tracking & integrations setup.",
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    "field_count": 12,
    "required": [],
    "fields": [
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        "name": "Analytics Platform",
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        "multi": false,
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      },
      {
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        "conditional": false
      },
      {
        "name": "Tag Manager Platform",
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        "multi": false,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tag Manager Container ID",
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        "multi": false,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tracking Pixels Installed",
        "type": "dropdown",
        "multi": true,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Consent / Cookie Banner Present",
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        "multi": false,
        "section": "Privacy & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privacy Policy URL",
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        "multi": false,
        "section": "Privacy & consent",
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        "conditional": false
      },
      {
        "name": "Cookie Policy URL",
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        "multi": false,
        "section": "Privacy & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email Marketing Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Marketing & CRM",
        "required": false,
        "conditional": false
      },
      {
        "name": "Website-CRM Connection",
        "type": "dropdown",
        "multi": false,
        "section": "Marketing & CRM",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Capture Forms in Use",
        "type": "dropdown",
        "multi": true,
        "section": "Forms & widgets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Form Provider / Tool",
        "type": "dropdown",
        "multi": false,
        "section": "Forms & widgets",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "analytics property id",
      "tag manager platform",
      "tag manager container id",
      "tracking pixels installed",
      "consent cookie banner present",
      "privacy policy url",
      "cookie policy url",
      "email marketing platform",
      "website crm connection",
      "lead capture forms in use",
      "form provider tool"
    ],
    "source": {
      "niche": "agency",
      "key": "tracking"
    }
  },
  "Analytics, Tracking & Integrations Setup :: embed": {
    "title": "Analytics, Tracking & Integrations Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Web Design / Digital Agency client workflow — analytics, tracking & integrations setup.",
    "form_id": "umZNNscFrn9Ddvow",
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      {
        "name": "Analytics Platform",
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      },
      {
        "name": "Analytics Property ID",
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        "conditional": false
      },
      {
        "name": "Tag Manager Platform",
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        "multi": false,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tag Manager Container ID",
        "type": "textfield",
        "multi": false,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tracking Pixels Installed",
        "type": "dropdown",
        "multi": true,
        "section": "Measurement",
        "required": false,
        "conditional": false
      },
      {
        "name": "Consent / Cookie Banner Present",
        "type": "radio",
        "multi": false,
        "section": "Privacy & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privacy Policy URL",
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        "multi": false,
        "section": "Privacy & consent",
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        "conditional": false
      },
      {
        "name": "Cookie Policy URL",
        "type": "textfield",
        "multi": false,
        "section": "Privacy & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email Marketing Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Marketing & CRM",
        "required": false,
        "conditional": false
      },
      {
        "name": "Website-CRM Connection",
        "type": "dropdown",
        "multi": false,
        "section": "Marketing & CRM",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Capture Forms in Use",
        "type": "dropdown",
        "multi": true,
        "section": "Forms & widgets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Form Provider / Tool",
        "type": "dropdown",
        "multi": false,
        "section": "Forms & widgets",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "digital agency",
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      "analytics platform",
      "analytics property id",
      "tag manager platform",
      "tag manager container id",
      "tracking pixels installed",
      "consent cookie banner present",
      "privacy policy url",
      "cookie policy url",
      "email marketing platform",
      "website crm connection",
      "lead capture forms in use",
      "form provider tool"
    ],
    "source": {
      "niche": "agency",
      "key": "tracking"
    }
  },
  "Access, Maintenance & Care Setup :: standalone": {
    "title": "Access, Maintenance & Care Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Web Design / Digital Agency client workflow — access, maintenance & care setup.",
    "form_id": "2qb7V2FGt4TtuaJCE",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Chat/Widget Tools Installed",
        "type": "dropdown",
        "multi": true,
        "section": "Site tooling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booking/Scheduling Tool",
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        "multi": false,
        "section": "Site tooling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Support/Ticketing Tool",
        "type": "dropdown",
        "multi": false,
        "section": "Site tooling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sitemap URL",
        "type": "textfield",
        "multi": false,
        "section": "Sitemap & robots",
        "required": false,
        "conditional": false
      },
      {
        "name": "Robots.txt URL",
        "type": "textfield",
        "multi": false,
        "section": "Sitemap & robots",
        "required": false,
        "conditional": false
      },
      {
        "name": "CMS Admin Contact(s)",
        "type": "textarea",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Website Access Provided",
        "type": "radio",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Access Provisioning Notes",
        "type": "textarea",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Update Window Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Ongoing care",
        "required": false,
        "conditional": false
      },
      {
        "name": "Multisite / Multiple Sites Managed",
        "type": "radio",
        "multi": false,
        "section": "Ongoing care",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "web design",
      "digital agency",
      "active",
      "intake",
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      "auth-only",
      "standalone",
      "chat widget tools installed",
      "booking scheduling tool",
      "support ticketing tool",
      "sitemap url",
      "robots txt url",
      "cms admin contact",
      "website access provided",
      "access provisioning notes",
      "update window preference",
      "multisite multiple sites managed"
    ],
    "source": {
      "niche": "agency",
      "key": "handoff"
    }
  },
  "Access, Maintenance & Care Setup :: embed": {
    "title": "Access, Maintenance & Care Setup",
    "asset_type": "form",
    "niche": "Web Design / Digital Agency",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Web Design / Digital Agency client workflow — access, maintenance & care setup.",
    "form_id": "2qb7V2FGt4TtuaJCE",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Chat/Widget Tools Installed",
        "type": "dropdown",
        "multi": true,
        "section": "Site tooling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booking/Scheduling Tool",
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        "section": "Site tooling",
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        "conditional": false
      },
      {
        "name": "Support/Ticketing Tool",
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        "section": "Site tooling",
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        "conditional": false
      },
      {
        "name": "Sitemap URL",
        "type": "textfield",
        "multi": false,
        "section": "Sitemap & robots",
        "required": false,
        "conditional": false
      },
      {
        "name": "Robots.txt URL",
        "type": "textfield",
        "multi": false,
        "section": "Sitemap & robots",
        "required": false,
        "conditional": false
      },
      {
        "name": "CMS Admin Contact(s)",
        "type": "textarea",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Website Access Provided",
        "type": "radio",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Access Provisioning Notes",
        "type": "textarea",
        "multi": false,
        "section": "Access & admins",
        "required": false,
        "conditional": false
      },
      {
        "name": "Update Window Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Ongoing care",
        "required": false,
        "conditional": false
      },
      {
        "name": "Multisite / Multiple Sites Managed",
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        "section": "Ongoing care",
        "required": false,
        "conditional": false
      }
    ],
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    "tags": [
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      "chat widget tools installed",
      "booking scheduling tool",
      "support ticketing tool",
      "sitemap url",
      "robots txt url",
      "cms admin contact",
      "website access provided",
      "access provisioning notes",
      "update window preference",
      "multisite multiple sites managed"
    ],
    "source": {
      "niche": "agency",
      "key": "handoff"
    }
  },
  "Book a Free Coaching Discovery Call :: standalone": {
    "title": "Book a Free Coaching Discovery Call",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Coaching client workflow — book a free coaching discovery call.",
    "form_id": "yEfSi3YfydJjZoGQ",
    "community_record": null,
    "field_count": 5,
    "required": [
      "Email address",
      "Top Coaching Goal (headline)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "How to reach you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Top Coaching Goal (headline)",
        "type": "textfield",
        "multi": false,
        "section": "What’s on your mind",
        "required": true,
        "conditional": false
      },
      {
        "name": "Coaching Program Type",
        "type": "dropdown",
        "multi": false,
        "section": "What’s on your mind",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "first name",
      "last name",
      "email address",
      "top coaching goal",
      "coaching program type"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "discovery_call"
    }
  },
  "Book a Free Coaching Discovery Call :: embed": {
    "title": "Book a Free Coaching Discovery Call",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Coaching client workflow — book a free coaching discovery call.",
    "form_id": "yEfSi3YfydJjZoGQ",
    "community_record": null,
    "field_count": 5,
    "required": [
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      "Top Coaching Goal (headline)"
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    "fields": [
      {
        "name": "First name",
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        "multi": false,
        "section": "How to reach you",
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        "conditional": false
      },
      {
        "name": "Last name",
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        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "How to reach you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Top Coaching Goal (headline)",
        "type": "textfield",
        "multi": false,
        "section": "What’s on your mind",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "What’s on your mind",
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        "conditional": false
      }
    ],
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    "tags": [
      "coaching",
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      "kickoff intake",
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      "embed",
      "first name",
      "last name",
      "email address",
      "top coaching goal",
      "coaching program type"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "discovery_call"
    }
  },
  "Coaching Group Cohort Enrollment :: standalone": {
    "title": "Coaching Group Cohort Enrollment",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Coaching client workflow — coaching group cohort enrollment.",
    "form_id": "25dPQTEo8xytC8T2m",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Coaching Program Type"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
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        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
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        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Coaching Program Type",
        "type": "dropdown",
        "multi": false,
        "section": "The cohort you want",
        "required": true,
        "conditional": false
      },
      {
        "name": "Cohort / Group Name",
        "type": "textfield",
        "multi": false,
        "section": "The cohort you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Program Duration (target)",
        "type": "dropdown",
        "multi": false,
        "section": "The cohort you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Program Start Target",
        "type": "datefield",
        "multi": false,
        "section": "The cohort you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Top Coaching Goal (headline)",
        "type": "textfield",
        "multi": false,
        "section": "What you want from it",
        "required": false,
        "conditional": false
      },
      {
        "name": "Goal Area Category",
        "type": "dropdown",
        "multi": false,
        "section": "What you want from it",
        "required": false,
        "conditional": false
      },
      {
        "name": "Readiness to Change (1-10)",
        "type": "number",
        "multi": false,
        "section": "What you want from it",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Style Preference",
        "type": "dropdown",
        "multi": true,
        "section": "How you work in a group",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accountability Preference",
        "type": "dropdown",
        "multi": false,
        "section": "How you work in a group",
        "required": false,
        "conditional": false
      },
      {
        "name": "Public Accountability Willingness",
        "type": "radio",
        "multi": false,
        "section": "How you work in a group",
        "required": false,
        "conditional": false
      },
      {
        "name": "Topics Off-Limits / Boundaries",
        "type": "textarea",
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        "section": "How you work in a group",
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        "conditional": false
      }
    ],
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      "accountability preference",
      "public accountability willingness",
      "topics off limits boundaries"
    ],
    "source": {
      "niche": "coaching-x",
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    }
  },
  "Coaching Group Cohort Enrollment :: embed": {
    "title": "Coaching Group Cohort Enrollment",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
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    "deployment": "embed",
    "use_case": "Coaching client workflow — coaching group cohort enrollment.",
    "form_id": "25dPQTEo8xytC8T2m",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Coaching Program Type"
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    "fields": [
      {
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        "section": "About you",
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        "conditional": false
      },
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      },
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        "required": true,
        "conditional": false
      },
      {
        "name": "Coaching Program Type",
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        "section": "The cohort you want",
        "required": true,
        "conditional": false
      },
      {
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        "section": "The cohort you want",
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        "conditional": false
      },
      {
        "name": "Program Duration (target)",
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        "conditional": false
      },
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        "name": "Program Start Target",
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        "section": "The cohort you want",
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      },
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        "section": "What you want from it",
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      },
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      },
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        "section": "What you want from it",
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      },
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        "name": "Learning Style Preference",
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        "multi": true,
        "section": "How you work in a group",
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        "conditional": false
      },
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        "name": "Accountability Preference",
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        "multi": false,
        "section": "How you work in a group",
        "required": false,
        "conditional": false
      },
      {
        "name": "Public Accountability Willingness",
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        "conditional": false
      },
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    ],
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      "public accountability willingness",
      "topics off limits boundaries"
    ],
    "source": {
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      "key": "cohort"
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  },
  "Coaching Program Completion & Graduation :: standalone": {
    "title": "Coaching Program Completion & Graduation",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "active",
    "goal": "intake",
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    "deployment": "standalone",
    "use_case": "Coaching client workflow — coaching program completion & graduation.",
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    "required": [],
    "fields": [
      {
        "name": "Exit Outcomes Summary",
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        "conditional": false
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      {
        "name": "Success Criteria (examples)",
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        "section": "Where you landed",
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      },
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        "section": "Your program at a glance",
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      },
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        "section": "Your program at a glance",
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      },
      {
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      },
      {
        "name": "OK to share your story publicly?",
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        "section": "Share your story (optional)",
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        "conditional": false
      }
    ],
    "conditions": [],
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      "ok to share your story publicly"
    ],
    "source": {
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      "key": "graduation"
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  },
  "Coaching Program Completion & Graduation :: embed": {
    "title": "Coaching Program Completion & Graduation",
    "asset_type": "form",
    "niche": "Coaching",
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    "required": [],
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      {
        "name": "OK to share your story publicly?",
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    ],
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      "ok to share your story publicly"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "graduation"
    }
  },
  "Coaching Weekly Accountability Check-in :: standalone": {
    "title": "Coaching Weekly Accountability Check-in",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "deployment": "standalone",
    "use_case": "Coaching client workflow — coaching weekly accountability check-in.",
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    "community_record": null,
    "field_count": 5,
    "required": [
      "Progress Status (self-rated)"
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    "fields": [
      {
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        "multi": false,
        "section": "How this week went",
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        "conditional": false
      },
      {
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        "section": "How this week went",
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        "conditional": false
      },
      {
        "name": "Roadblocks (active)",
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        "multi": true,
        "section": "What got in the way",
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        "conditional": false
      },
      {
        "name": "Where your head is right now",
        "type": "textfield",
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        "section": "What got in the way",
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      },
      {
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        "section": "Next session",
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        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "next session agenda ideas"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "weekly_checkin"
    }
  },
  "Coaching Weekly Accountability Check-in :: embed": {
    "title": "Coaching Weekly Accountability Check-in",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
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    "fields": [
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        "section": "How this week went",
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      {
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        "section": "What got in the way",
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    ],
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      "next session agenda ideas"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "weekly_checkin"
    }
  },
  "Corporate Sponsored Coaching Engagement :: standalone": {
    "title": "Corporate Sponsored Coaching Engagement",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Coaching client workflow — corporate sponsored coaching engagement.",
    "form_id": "w4hA5T5GRnZvedNG",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Coaching Program Type",
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        "section": "The engagement",
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        "conditional": false
      },
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      },
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      },
      {
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        "section": "The engagement",
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        "section": "Sponsor & stakeholders",
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      },
      {
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        "multi": false,
        "section": "Sponsor & stakeholders",
        "required": false,
        "conditional": false
      },
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        "multi": false,
        "section": "Sponsor & stakeholders",
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      },
      {
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        "multi": false,
        "section": "Goals the sponsor cares about",
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        "conditional": false
      },
      {
        "name": "90-Day Outcomes (targets)",
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        "section": "Goals the sponsor cares about",
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        "conditional": false
      },
      {
        "name": "Success Criteria (examples)",
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        "section": "Goals the sponsor cares about",
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    ],
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      "success criteria"
    ],
    "source": {
      "niche": "coaching-x",
      "key": "corporate"
    }
  },
  "Corporate Sponsored Coaching Engagement :: embed": {
    "title": "Corporate Sponsored Coaching Engagement",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "active",
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    "use_case": "Coaching client workflow — corporate sponsored coaching engagement.",
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        "section": "Goals the sponsor cares about",
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      {
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        "section": "Goals the sponsor cares about",
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    ],
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    ],
    "source": {
      "niche": "coaching-x",
      "key": "corporate"
    }
  },
  "Coaching Discovery Application :: standalone": {
    "title": "Coaching Discovery Application",
    "asset_type": "form",
    "niche": "Coaching",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
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    "deployment": "standalone",
    "use_case": "A coach screening discovery-call requests — captures the prospect’s top goal, program-type fit, and readiness so the first conversation goes straight to what matters.",
    "form_id": "23QgoGbrKE6zxC3VE",
    "community_record": null,
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    "required": [
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      "Top Coaching Goal (headline)"
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    "fields": [
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        "multi": false,
        "section": "About you",
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        "conditional": false
      },
      {
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      },
      {
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      },
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      },
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        "section": "Your readiness",
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        "conditional": false
      },
      {
        "name": "Time Availability (hrs/week)",
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        "section": "Your readiness",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "Your readiness",
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        "conditional": false
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    ],
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      "time availability",
      "coaching style preference"
    ],
    "source": {
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      "key": "kickoff"
    }
  },
  "Coaching Discovery Application :: embed": {
    "title": "Coaching Discovery Application",
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    "lifecycle": "onboarding",
    "goal": "intake",
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  },
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  "Coaching Focus Sprint & Progress Check-in :: standalone": {
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  "Coaching Motivation & Milestones :: standalone": {
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        "name": "Package Type (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Enrollment & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Enrollment & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Scholarship/Financial Aid Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Enrollment & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Education Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "contact role",
      "age band",
      "registering for",
      "course topic track",
      "what you want to get out of it",
      "primary learning goal",
      "cohort or self paced",
      "preferred study days",
      "preferred time blocks",
      "session length preference",
      "device access"
    ],
    "source": {
      "niche": "education-x",
      "key": "bootcamp"
    }
  },
  "End-of-Term Family Satisfaction Survey :: standalone": {
    "title": "End-of-Term Family Satisfaction Survey",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — end-of-term family satisfaction survey.",
    "form_id": "2th6M36vUN8qqhzWa",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Where the student stands now",
        "type": "dropdown",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Did we hit the goal you set?",
        "type": "textfield",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Was our check-in cadence right for you?",
        "type": "dropdown",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Thoughts on your instructor match",
        "type": "textarea",
        "multi": false,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "How the session setting worked for you",
        "type": "dropdown",
        "multi": true,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "What kept the student engaged",
        "type": "dropdown",
        "multi": true,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "How well our work fit the student’s coursework",
        "type": "textarea",
        "multi": false,
        "section": "What we should change",
        "required": false,
        "conditional": false
      },
      {
        "name": "How make-ups worked for your family",
        "type": "dropdown",
        "multi": false,
        "section": "What we should change",
        "required": false,
        "conditional": false
      },
      {
        "name": "Would you like to continue next term?",
        "type": "dropdown",
        "multi": false,
        "section": "Next term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who should receive next term’s updates",
        "type": "dropdown",
        "multi": true,
        "section": "Next term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d like to share",
        "type": "textarea",
        "multi": false,
        "section": "Next term",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "where the student stands now",
      "did we hit the goal you set",
      "was our check in cadence right for you",
      "thoughts on your instructor match",
      "how the session setting worked for you",
      "what kept the student engaged",
      "how make ups worked for your family",
      "would you like to continue next term",
      "who should receive next term s updates",
      "anything else you d like to share"
    ],
    "source": {
      "niche": "education-x",
      "key": "termsurvey"
    }
  },
  "End-of-Term Family Satisfaction Survey :: embed": {
    "title": "End-of-Term Family Satisfaction Survey",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — end-of-term family satisfaction survey.",
    "form_id": "2th6M36vUN8qqhzWa",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Where the student stands now",
        "type": "dropdown",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Did we hit the goal you set?",
        "type": "textfield",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Was our check-in cadence right for you?",
        "type": "dropdown",
        "multi": false,
        "section": "Results this term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Thoughts on your instructor match",
        "type": "textarea",
        "multi": false,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "How the session setting worked for you",
        "type": "dropdown",
        "multi": true,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "What kept the student engaged",
        "type": "dropdown",
        "multi": true,
        "section": "What worked",
        "required": false,
        "conditional": false
      },
      {
        "name": "How well our work fit the student’s coursework",
        "type": "textarea",
        "multi": false,
        "section": "What we should change",
        "required": false,
        "conditional": false
      },
      {
        "name": "How make-ups worked for your family",
        "type": "dropdown",
        "multi": false,
        "section": "What we should change",
        "required": false,
        "conditional": false
      },
      {
        "name": "Would you like to continue next term?",
        "type": "dropdown",
        "multi": false,
        "section": "Next term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who should receive next term’s updates",
        "type": "dropdown",
        "multi": true,
        "section": "Next term",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d like to share",
        "type": "textarea",
        "multi": false,
        "section": "Next term",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "where the student stands now",
      "did we hit the goal you set",
      "was our check in cadence right for you",
      "thoughts on your instructor match",
      "how the session setting worked for you",
      "what kept the student engaged",
      "how make ups worked for your family",
      "would you like to continue next term",
      "who should receive next term s updates",
      "anything else you d like to share"
    ],
    "source": {
      "niche": "education-x",
      "key": "termsurvey"
    }
  },
  "Field Trip & Photo/Media Consent :: standalone": {
    "title": "Field Trip & Photo/Media Consent",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — field trip & photo/media consent.",
    "form_id": "2qPuM7MnokArwZwgB",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Class or group",
        "type": "textfield",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parent/Guardian Primary (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact (education)",
        "type": "textfield",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Authorized pickup (besides primary guardian)",
        "type": "textarea",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "I authorize participation in the off-site activity",
        "type": "radio",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Use of my student’s photo / work in our materials",
        "type": "dropdown",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "I’ve reviewed the activity code of conduct",
        "type": "radio",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies or things our staff should be aware of",
        "type": "textarea",
        "multi": false,
        "section": "Health & access notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Any accommodations needed for the activity",
        "type": "textarea",
        "multi": false,
        "section": "Health & access notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "class or group",
      "parent guardian primary",
      "emergency contact",
      "authorized pickup"
    ],
    "source": {
      "niche": "education-x",
      "key": "fieldtrip"
    }
  },
  "Field Trip & Photo/Media Consent :: embed": {
    "title": "Field Trip & Photo/Media Consent",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — field trip & photo/media consent.",
    "form_id": "2qPuM7MnokArwZwgB",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Class or group",
        "type": "textfield",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Parent/Guardian Primary (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact (education)",
        "type": "textfield",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Authorized pickup (besides primary guardian)",
        "type": "textarea",
        "multi": false,
        "section": "Student & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "I authorize participation in the off-site activity",
        "type": "radio",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Use of my student’s photo / work in our materials",
        "type": "dropdown",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "I’ve reviewed the activity code of conduct",
        "type": "radio",
        "multi": false,
        "section": "Permissions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies or things our staff should be aware of",
        "type": "textarea",
        "multi": false,
        "section": "Health & access notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Any accommodations needed for the activity",
        "type": "textarea",
        "multi": false,
        "section": "Health & access notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "class or group",
      "parent guardian primary",
      "emergency contact",
      "authorized pickup"
    ],
    "source": {
      "niche": "education-x",
      "key": "fieldtrip"
    }
  },
  "Educator & Tutor Application :: standalone": {
    "title": "Educator & Tutor Application",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — educator & tutor application.",
    "form_id": "2qbK3jbozxpXFz3Ex",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address",
      "Subjects you can teach"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Current or most recent school / employer",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Year of your most recent degree / credential",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subjects you can teach",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": true,
        "conditional": false
      },
      {
        "name": "Levels you’re comfortable teaching",
        "type": "dropdown",
        "multi": false,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exams you can prep students for",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Teaching styles you lean into",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Delivery modes you can offer",
        "type": "dropdown",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical session length you prefer",
        "type": "dropdown",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Platforms you’re experienced with",
        "type": "dropdown",
        "multi": true,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Areas you can teach in person (if any)",
        "type": "textarea",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Days you’re available",
        "type": "dropdown",
        "multi": true,
        "section": "Availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Times you’re available",
        "type": "dropdown",
        "multi": false,
        "section": "Availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio, résumé, or profile links",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d like us to know",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "first name",
      "last name",
      "email address",
      "current or most recent school employer",
      "subjects you can teach",
      "levels you re comfortable teaching",
      "exams you can prep students for",
      "teaching styles you lean into",
      "delivery modes you can offer",
      "typical session length you prefer",
      "platforms you re experienced with",
      "areas you can teach in person",
      "days you re available"
    ],
    "source": {
      "niche": "education-x",
      "key": "educator"
    }
  },
  "Educator & Tutor Application :: embed": {
    "title": "Educator & Tutor Application",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — educator & tutor application.",
    "form_id": "2qbK3jbozxpXFz3Ex",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address",
      "Subjects you can teach"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Current or most recent school / employer",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Year of your most recent degree / credential",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subjects you can teach",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": true,
        "conditional": false
      },
      {
        "name": "Levels you’re comfortable teaching",
        "type": "dropdown",
        "multi": false,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exams you can prep students for",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Teaching styles you lean into",
        "type": "dropdown",
        "multi": true,
        "section": "What you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Delivery modes you can offer",
        "type": "dropdown",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical session length you prefer",
        "type": "dropdown",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Platforms you’re experienced with",
        "type": "dropdown",
        "multi": true,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Areas you can teach in person (if any)",
        "type": "textarea",
        "multi": false,
        "section": "How & where you teach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Days you’re available",
        "type": "dropdown",
        "multi": true,
        "section": "Availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Times you’re available",
        "type": "dropdown",
        "multi": false,
        "section": "Availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio, résumé, or profile links",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d like us to know",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "first name",
      "last name",
      "email address",
      "current or most recent school employer",
      "subjects you can teach",
      "levels you re comfortable teaching",
      "exams you can prep students for",
      "teaching styles you lean into",
      "delivery modes you can offer",
      "typical session length you prefer",
      "platforms you re experienced with",
      "areas you can teach in person",
      "days you re available"
    ],
    "source": {
      "niche": "education-x",
      "key": "educator"
    }
  },
  "New Student Enrollment Inquiry :: standalone": {
    "title": "New Student Enrollment Inquiry",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A tutoring or test-prep program intaking new students — captures the contact role, enrollment intent, program level, and learning goals to recommend the right path (parents complete it for minors).",
    "form_id": "2unNkVsFQySThukqg",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Contact Role (education)",
      "Enrollment Intent (education)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Contact Role (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Enrollment Intent (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Program Level (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age Band (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "School / Institution Name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "School Year / Term",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Learning Goal (education)",
        "type": "textfield",
        "multi": false,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Goal Categories",
        "type": "dropdown",
        "multi": true,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subjects / Areas of Focus",
        "type": "dropdown",
        "multi": true,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Scholarship/Financial Aid Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Education Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "contact role",
      "enrollment intent",
      "program level",
      "age band",
      "school institution name",
      "school year term",
      "primary learning goal",
      "learning goal categories",
      "subjects areas of focus",
      "scholarship financial aid interest",
      "education notes"
    ],
    "source": {
      "niche": "education",
      "key": "kickoff"
    }
  },
  "New Student Enrollment Inquiry :: embed": {
    "title": "New Student Enrollment Inquiry",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A tutoring or test-prep program intaking new students — captures the contact role, enrollment intent, program level, and learning goals to recommend the right path (parents complete it for minors).",
    "form_id": "2unNkVsFQySThukqg",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Contact Role (education)",
      "Enrollment Intent (education)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Contact Role (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Enrollment Intent (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": true,
        "conditional": false
      },
      {
        "name": "Program Level (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Age Band (education)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "School / Institution Name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "School Year / Term",
        "type": "textfield",
        "multi": false,
        "section": "About you & the student",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Learning Goal (education)",
        "type": "textfield",
        "multi": false,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Goal Categories",
        "type": "dropdown",
        "multi": true,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subjects / Areas of Focus",
        "type": "dropdown",
        "multi": true,
        "section": "Goals & focus",
        "required": false,
        "conditional": false
      },
      {
        "name": "Scholarship/Financial Aid Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Education Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "contact role",
      "enrollment intent",
      "program level",
      "age band",
      "school institution name",
      "school year term",
      "primary learning goal",
      "learning goal categories",
      "subjects areas of focus",
      "scholarship financial aid interest",
      "education notes"
    ],
    "source": {
      "niche": "education",
      "key": "kickoff"
    }
  },
  "Student Learning Profile & Needs :: standalone": {
    "title": "Student Learning Profile & Needs",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — student learning profile & needs.",
    "form_id": "2qNfSDAdhDsmeqhST",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Baseline Assessment Status",
        "type": "dropdown",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Performance Band",
        "type": "dropdown",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Outcome / Score",
        "type": "textfield",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Graduation / Completion Target Year",
        "type": "textfield",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Style Preference (self-reported)",
        "type": "dropdown",
        "multi": true,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Motivation Drivers (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Curriculum Alignment (notes)",
        "type": "textarea",
        "multi": false,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility/Accommodations Needed (education)",
        "type": "textarea",
        "multi": false,
        "section": "Support & accommodations",
        "required": false,
        "conditional": false
      },
      {
        "name": "IEP/504 Coordination Status (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Support & accommodations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Instructor Match Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Fit & environment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Environment Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "Fit & environment",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "baseline assessment status",
      "current performance band",
      "target outcome score",
      "graduation completion target year",
      "learning style preference",
      "motivation drivers",
      "curriculum alignment",
      "accessibility accommodations needed",
      "iep 504 coordination status",
      "instructor match preferences",
      "session environment preferences"
    ],
    "source": {
      "niche": "education",
      "key": "profile"
    }
  },
  "Student Learning Profile & Needs :: embed": {
    "title": "Student Learning Profile & Needs",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — student learning profile & needs.",
    "form_id": "2qNfSDAdhDsmeqhST",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Baseline Assessment Status",
        "type": "dropdown",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Performance Band",
        "type": "dropdown",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Outcome / Score",
        "type": "textfield",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Graduation / Completion Target Year",
        "type": "textfield",
        "multi": false,
        "section": "Starting point",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Style Preference (self-reported)",
        "type": "dropdown",
        "multi": true,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Motivation Drivers (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Curriculum Alignment (notes)",
        "type": "textarea",
        "multi": false,
        "section": "Learning style & motivation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility/Accommodations Needed (education)",
        "type": "textarea",
        "multi": false,
        "section": "Support & accommodations",
        "required": false,
        "conditional": false
      },
      {
        "name": "IEP/504 Coordination Status (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Support & accommodations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Instructor Match Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Fit & environment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Environment Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "Fit & environment",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "baseline assessment status",
      "current performance band",
      "target outcome score",
      "graduation completion target year",
      "learning style preference",
      "motivation drivers",
      "curriculum alignment",
      "accessibility accommodations needed",
      "iep 504 coordination status",
      "instructor match preferences",
      "session environment preferences"
    ],
    "source": {
      "niche": "education",
      "key": "profile"
    }
  },
  "Schedule, Delivery & Exam-Prep Setup :: standalone": {
    "title": "Schedule, Delivery & Exam-Prep Setup",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — schedule, delivery & exam-prep setup.",
    "form_id": "2sbAdMwpW2JT2YxGk",
    "community_record": null,
    "field_count": 14,
    "required": [],
    "fields": [
      {
        "name": "Session Delivery Mode (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Study Days (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Time Blocks (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Length Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Location Details (if in-person)",
        "type": "textarea",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Check-In Frequency (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Progress & reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Report Recipient(s) (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Progress & reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exam Prep Type",
        "type": "dropdown",
        "multi": true,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exam Date Window",
        "type": "textfield",
        "multi": false,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Section Priority (exam)",
        "type": "dropdown",
        "multi": true,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Platforms Used",
        "type": "dropdown",
        "multi": true,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Device Access (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Internet Reliability (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Account/Resource Links (reference)",
        "type": "textarea",
        "multi": false,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "session delivery mode",
      "preferred study days",
      "preferred time blocks",
      "session length preference",
      "location details",
      "progress check in frequency",
      "report recipient",
      "exam prep type",
      "exam date window",
      "section priority",
      "learning platforms used",
      "device access",
      "internet reliability",
      "account resource links"
    ],
    "source": {
      "niche": "education",
      "key": "schedule"
    }
  },
  "Schedule, Delivery & Exam-Prep Setup :: embed": {
    "title": "Schedule, Delivery & Exam-Prep Setup",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — schedule, delivery & exam-prep setup.",
    "form_id": "2sbAdMwpW2JT2YxGk",
    "community_record": null,
    "field_count": 14,
    "required": [],
    "fields": [
      {
        "name": "Session Delivery Mode (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Study Days (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Time Blocks (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Length Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Location Details (if in-person)",
        "type": "textarea",
        "multi": false,
        "section": "Sessions & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Check-In Frequency (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Progress & reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Report Recipient(s) (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Progress & reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exam Prep Type",
        "type": "dropdown",
        "multi": true,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exam Date Window",
        "type": "textfield",
        "multi": false,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Section Priority (exam)",
        "type": "dropdown",
        "multi": true,
        "section": "Exam prep",
        "required": false,
        "conditional": false
      },
      {
        "name": "Learning Platforms Used",
        "type": "dropdown",
        "multi": true,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Device Access (education)",
        "type": "dropdown",
        "multi": true,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Internet Reliability (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      },
      {
        "name": "Account/Resource Links (reference)",
        "type": "textarea",
        "multi": false,
        "section": "Technology & access",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "session delivery mode",
      "preferred study days",
      "preferred time blocks",
      "session length preference",
      "location details",
      "progress check in frequency",
      "report recipient",
      "exam prep type",
      "exam date window",
      "section priority",
      "learning platforms used",
      "device access",
      "internet reliability",
      "account resource links"
    ],
    "source": {
      "niche": "education",
      "key": "schedule"
    }
  },
  "Guardian, Consent & Records :: standalone": {
    "title": "Guardian, Consent & Records",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — guardian, consent & records.",
    "form_id": "2tfcD2HKrRmuuXcuK",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Parent/Guardian Primary (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Guardian / Authorized Pickup",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "School Contact (teacher/counselor)",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact (education)",
        "type": "textfield",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Information Release Consent (education)",
        "type": "radio",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Media Consent (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies / Health Notes (non-medical)",
        "type": "textarea",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cohort / Class Group (name)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Student ID (internal ref)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      },
      {
        "name": "SIS / LMS ID (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "parent guardian primary",
      "secondary guardian authorized pickup",
      "school contact",
      "emergency contact",
      "information release consent",
      "photo media consent",
      "allergies health notes",
      "cohort class group",
      "student id",
      "sis lms id"
    ],
    "source": {
      "niche": "education",
      "key": "guardian"
    }
  },
  "Guardian, Consent & Records :: embed": {
    "title": "Guardian, Consent & Records",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — guardian, consent & records.",
    "form_id": "2tfcD2HKrRmuuXcuK",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Parent/Guardian Primary (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Guardian / Authorized Pickup",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "School Contact (teacher/counselor)",
        "type": "textarea",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact (education)",
        "type": "textfield",
        "multi": false,
        "section": "Guardians & contacts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Information Release Consent (education)",
        "type": "radio",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Media Consent (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies / Health Notes (non-medical)",
        "type": "textarea",
        "multi": false,
        "section": "Consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cohort / Class Group (name)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Student ID (internal ref)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      },
      {
        "name": "SIS / LMS ID (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Records & identifiers",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "parent guardian primary",
      "secondary guardian authorized pickup",
      "school contact",
      "emergency contact",
      "information release consent",
      "photo media consent",
      "allergies health notes",
      "cohort class group",
      "student id",
      "sis lms id"
    ],
    "source": {
      "niche": "education",
      "key": "guardian"
    }
  },
  "Program, Billing & Policies :: standalone": {
    "title": "Program, Billing & Policies",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Education client workflow — program, billing & policies.",
    "form_id": "24WTvPHtPQGfjNYTG",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "Package Type (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Education Billing Plan Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Attendance Policy Acknowledgment (education)",
        "type": "radio",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      },
      {
        "name": "Make-Up Class Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      },
      {
        "name": "Code of Conduct Acknowledgment",
        "type": "radio",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "package type",
      "education billing plan preference",
      "payment method preference",
      "attendance policy acknowledgment",
      "make up class preference",
      "code of conduct acknowledgment"
    ],
    "source": {
      "niche": "education",
      "key": "enrollment"
    }
  },
  "Program, Billing & Policies :: embed": {
    "title": "Program, Billing & Policies",
    "asset_type": "form",
    "niche": "Education",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Education client workflow — program, billing & policies.",
    "form_id": "24WTvPHtPQGfjNYTG",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "Package Type (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Education Billing Plan Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Package & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Attendance Policy Acknowledgment (education)",
        "type": "radio",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      },
      {
        "name": "Make-Up Class Preference (education)",
        "type": "dropdown",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      },
      {
        "name": "Code of Conduct Acknowledgment",
        "type": "radio",
        "multi": false,
        "section": "Policies",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "education",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "package type",
      "education billing plan preference",
      "payment method preference",
      "attendance policy acknowledgment",
      "make up class preference",
      "code of conduct acknowledgment"
    ],
    "source": {
      "niche": "education",
      "key": "enrollment"
    }
  },
  "Wedding Planning Inquiry :: standalone": {
    "title": "Wedding Planning Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — wedding planning inquiry.",
    "form_id": "24WxXXoZBRi2EiT7M",
    "community_record": null,
    "field_count": 16,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": true,
        "conditional": false
      },
      {
        "name": "How would you describe your day? (working title)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "How much would you like us to handle?",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "The look & feel you’re dreaming of",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest date you’d consider",
        "type": "datefield",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Latest date you’d consider",
        "type": "datefield",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Day(s) of Week",
        "type": "dropdown",
        "multi": true,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roughly how many guests?",
        "type": "dropdown",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "How would you like guests to dine?",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Floral/Decor Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Your overall budget range",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d love us to know",
        "type": "textarea",
        "multi": false,
        "section": "Budget & anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "how would you describe your day",
      "how much would you like us to handle",
      "the look feel you re dreaming of",
      "earliest date you d consider",
      "latest date you d consider",
      "preferred day of week",
      "roughly how many guests",
      "venue type preference",
      "how would you like guests to dine",
      "bar service type",
      "floral decor preferences"
    ],
    "source": {
      "niche": "events-x",
      "key": "wedding"
    }
  },
  "Wedding Planning Inquiry :: embed": {
    "title": "Wedding Planning Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Event Space client workflow — wedding planning inquiry.",
    "form_id": "24WxXXoZBRi2EiT7M",
    "community_record": null,
    "field_count": 16,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": true,
        "conditional": false
      },
      {
        "name": "How would you describe your day? (working title)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "How much would you like us to handle?",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "The look & feel you’re dreaming of",
        "type": "textfield",
        "multi": false,
        "section": "About you & your celebration",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest date you’d consider",
        "type": "datefield",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Latest date you’d consider",
        "type": "datefield",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Day(s) of Week",
        "type": "dropdown",
        "multi": true,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roughly how many guests?",
        "type": "dropdown",
        "multi": false,
        "section": "Date & guests",
        "required": false,
        "conditional": false
      },
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "How would you like guests to dine?",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Floral/Decor Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Venue & celebration style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Your overall budget range",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & anything else",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else you’d love us to know",
        "type": "textarea",
        "multi": false,
        "section": "Budget & anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "how would you describe your day",
      "how much would you like us to handle",
      "the look feel you re dreaming of",
      "earliest date you d consider",
      "latest date you d consider",
      "preferred day of week",
      "roughly how many guests",
      "venue type preference",
      "how would you like guests to dine",
      "bar service type",
      "floral decor preferences"
    ],
    "source": {
      "niche": "events-x",
      "key": "wedding"
    }
  },
  "Corporate Event & Conference Inquiry :: standalone": {
    "title": "Corporate Event & Conference Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — corporate event & conference inquiry.",
    "form_id": "2sbs1a5ddyrTsPsEg",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Work email",
      "What kind of event is this?"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "About the event",
        "required": true,
        "conditional": false
      },
      {
        "name": "What kind of event is this?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "In-person, virtual, or hybrid?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "One-time or recurring?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expected attendance",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "How complex is the program?",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "How will you measure success?",
        "type": "dropdown",
        "multi": true,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "AV Package Needs",
        "type": "dropdown",
        "multi": true,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Streaming/Platform Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connectivity / Wi-Fi Needs",
        "type": "textfield",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "How will attendees register?",
        "type": "dropdown",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who is the decision maker?",
        "type": "textfield",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else we should know",
        "type": "textarea",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "work email",
      "what kind of event is this",
      "event working title",
      "in person virtual or hybrid",
      "one time or recurring",
      "date window start",
      "date window end",
      "expected attendance",
      "how complex is the program",
      "how will you measure success",
      "av package needs",
      "streaming platform preference"
    ],
    "source": {
      "niche": "events-x",
      "key": "corporate"
    }
  },
  "Corporate Event & Conference Inquiry :: embed": {
    "title": "Corporate Event & Conference Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Event Space client workflow — corporate event & conference inquiry.",
    "form_id": "2sbs1a5ddyrTsPsEg",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Work email",
      "What kind of event is this?"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "About the event",
        "required": true,
        "conditional": false
      },
      {
        "name": "What kind of event is this?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "In-person, virtual, or hybrid?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "One-time or recurring?",
        "type": "dropdown",
        "multi": false,
        "section": "About the event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expected attendance",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "How complex is the program?",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "How will you measure success?",
        "type": "dropdown",
        "multi": true,
        "section": "Date, scale & objective",
        "required": false,
        "conditional": false
      },
      {
        "name": "AV Package Needs",
        "type": "dropdown",
        "multi": true,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Streaming/Platform Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connectivity / Wi-Fi Needs",
        "type": "textfield",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "How will attendees register?",
        "type": "dropdown",
        "multi": false,
        "section": "Production & technology",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who is the decision maker?",
        "type": "textfield",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anything else we should know",
        "type": "textarea",
        "multi": false,
        "section": "Budget & approvals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "work email",
      "what kind of event is this",
      "event working title",
      "in person virtual or hybrid",
      "one time or recurring",
      "date window start",
      "date window end",
      "expected attendance",
      "how complex is the program",
      "how will you measure success",
      "av package needs",
      "streaming platform preference"
    ],
    "source": {
      "niche": "events-x",
      "key": "corporate"
    }
  },
  "Gala & Fundraiser Inquiry :: standalone": {
    "title": "Gala & Fundraiser Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — gala & fundraiser inquiry.",
    "form_id": "wwL4at2SVMm5hKxu",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event name (working title)",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "How much planning support do you need?",
        "type": "dropdown",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Is this an annual benefit or one-time?",
        "type": "dropdown",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expected guest count",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event budget range",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catering Service Style",
        "type": "dropdown",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "The mood & aesthetic",
        "type": "textfield",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Levels Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "VIP, honoree, or major-donor handling",
        "type": "textarea",
        "multi": false,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tell us about your cause & vision",
        "type": "textarea",
        "multi": false,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "event name",
      "how much planning support do you need",
      "is this an annual benefit or one time",
      "date window start",
      "date window end",
      "expected guest count",
      "event budget range",
      "venue type preference",
      "catering service style",
      "bar service type",
      "the mood aesthetic"
    ],
    "source": {
      "niche": "events-x",
      "key": "gala"
    }
  },
  "Gala & Fundraiser Inquiry :: embed": {
    "title": "Gala & Fundraiser Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Event Space client workflow — gala & fundraiser inquiry.",
    "form_id": "wwL4at2SVMm5hKxu",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event name (working title)",
        "type": "textfield",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "How much planning support do you need?",
        "type": "dropdown",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Is this an annual benefit or one-time?",
        "type": "dropdown",
        "multi": false,
        "section": "About your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Expected guest count",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event budget range",
        "type": "dropdown",
        "multi": false,
        "section": "Date, scale & ambition",
        "required": false,
        "conditional": false
      },
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catering Service Style",
        "type": "dropdown",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "The mood & aesthetic",
        "type": "textfield",
        "multi": false,
        "section": "The evening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Levels Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "VIP, honoree, or major-donor handling",
        "type": "textarea",
        "multi": false,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tell us about your cause & vision",
        "type": "textarea",
        "multi": false,
        "section": "Sponsors & support",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "event name",
      "how much planning support do you need",
      "is this an annual benefit or one time",
      "date window start",
      "date window end",
      "expected guest count",
      "event budget range",
      "venue type preference",
      "catering service style",
      "bar service type",
      "the mood aesthetic"
    ],
    "source": {
      "niche": "events-x",
      "key": "gala"
    }
  },
  "Post-Event Feedback & Results :: standalone": {
    "title": "Post-Event Feedback & Results",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — post-event feedback & results.",
    "form_id": "2sbcM6qSLnW1Ay2Xt",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Which results mattered most?",
        "type": "dropdown",
        "multi": true,
        "section": "How we measure success",
        "required": false,
        "conditional": false
      },
      {
        "name": "How did you gather attendee feedback?",
        "type": "dropdown",
        "multi": false,
        "section": "How we measure success",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo & video you’d like delivered",
        "type": "textarea",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "How were leads captured? (if applicable)",
        "type": "dropdown",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor recaps or fulfillment owed",
        "type": "textarea",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "Internal notes for sign-off / next steps",
        "type": "textarea",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      },
      {
        "name": "How would you like to review together?",
        "type": "dropdown",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      },
      {
        "name": "Your overall feedback",
        "type": "textarea",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "which results mattered most",
      "how did you gather attendee feedback",
      "photo video you d like delivered",
      "how were leads captured",
      "sponsor recaps or fulfillment owed",
      "internal notes for sign off next steps",
      "how would you like to review together",
      "your overall feedback"
    ],
    "source": {
      "niche": "events-x",
      "key": "debrief"
    }
  },
  "Post-Event Feedback & Results :: embed": {
    "title": "Post-Event Feedback & Results",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — post-event feedback & results.",
    "form_id": "2sbcM6qSLnW1Ay2Xt",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Which results mattered most?",
        "type": "dropdown",
        "multi": true,
        "section": "How we measure success",
        "required": false,
        "conditional": false
      },
      {
        "name": "How did you gather attendee feedback?",
        "type": "dropdown",
        "multi": false,
        "section": "How we measure success",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo & video you’d like delivered",
        "type": "textarea",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "How were leads captured? (if applicable)",
        "type": "dropdown",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor recaps or fulfillment owed",
        "type": "textarea",
        "multi": false,
        "section": "Deliverables & follow-up",
        "required": false,
        "conditional": false
      },
      {
        "name": "Internal notes for sign-off / next steps",
        "type": "textarea",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      },
      {
        "name": "How would you like to review together?",
        "type": "dropdown",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      },
      {
        "name": "Your overall feedback",
        "type": "textarea",
        "multi": false,
        "section": "Your reflections",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "which results mattered most",
      "how did you gather attendee feedback",
      "photo video you d like delivered",
      "how were leads captured",
      "sponsor recaps or fulfillment owed",
      "internal notes for sign off next steps",
      "how would you like to review together",
      "your overall feedback"
    ],
    "source": {
      "niche": "events-x",
      "key": "debrief"
    }
  },
  "Sponsor & Exhibitor Registration :: standalone": {
    "title": "Sponsor & Exhibitor Registration",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — sponsor & exhibitor registration.",
    "form_id": "2umLhfHhWRmokfKUo",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Work email",
      "Sponsorship level of interest"
    ],
    "fields": [
      {
        "name": "Contact first name",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contact last name",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "Your organization",
        "required": true,
        "conditional": false
      },
      {
        "name": "Your role / title",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Organization name (for the agreement)",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsorship level of interest",
        "type": "dropdown",
        "multi": true,
        "section": "How you’d like to participate",
        "required": true,
        "conditional": false
      },
      {
        "name": "Would you like exhibit space?",
        "type": "dropdown",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booth size or display needs (if exhibiting)",
        "type": "textfield",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "What you’re hoping to get from sponsoring",
        "type": "textarea",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "How you’d like to capture leads",
        "type": "dropdown",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Power / electrical needs at your booth",
        "type": "textarea",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Link to your logo & brand guidelines",
        "type": "textfield",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Complimentary passes you’ll need",
        "type": "number",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Notes or special requests",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "contact first name",
      "contact last name",
      "work email",
      "your role title",
      "organization name",
      "sponsorship level of interest",
      "would you like exhibit space",
      "booth size or display needs",
      "how you d like to capture leads",
      "power electrical needs at your booth",
      "link to your logo brand guidelines",
      "complimentary passes you ll need",
      "notes or special requests"
    ],
    "source": {
      "niche": "events-x",
      "key": "sponsor"
    }
  },
  "Sponsor & Exhibitor Registration :: embed": {
    "title": "Sponsor & Exhibitor Registration",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Event Space client workflow — sponsor & exhibitor registration.",
    "form_id": "2umLhfHhWRmokfKUo",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Work email",
      "Sponsorship level of interest"
    ],
    "fields": [
      {
        "name": "Contact first name",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contact last name",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "Your organization",
        "required": true,
        "conditional": false
      },
      {
        "name": "Your role / title",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Organization name (for the agreement)",
        "type": "textfield",
        "multi": false,
        "section": "Your organization",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsorship level of interest",
        "type": "dropdown",
        "multi": true,
        "section": "How you’d like to participate",
        "required": true,
        "conditional": false
      },
      {
        "name": "Would you like exhibit space?",
        "type": "dropdown",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booth size or display needs (if exhibiting)",
        "type": "textfield",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "What you’re hoping to get from sponsoring",
        "type": "textarea",
        "multi": false,
        "section": "How you’d like to participate",
        "required": false,
        "conditional": false
      },
      {
        "name": "How you’d like to capture leads",
        "type": "dropdown",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Power / electrical needs at your booth",
        "type": "textarea",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Link to your logo & brand guidelines",
        "type": "textfield",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Complimentary passes you’ll need",
        "type": "number",
        "multi": false,
        "section": "Your on-site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Notes or special requests",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "contact first name",
      "contact last name",
      "work email",
      "your role title",
      "organization name",
      "sponsorship level of interest",
      "would you like exhibit space",
      "booth size or display needs",
      "how you d like to capture leads",
      "power electrical needs at your booth",
      "link to your logo brand guidelines",
      "complimentary passes you ll need",
      "notes or special requests"
    ],
    "source": {
      "niche": "events-x",
      "key": "sponsor"
    }
  },
  "New Event Inquiry :: standalone": {
    "title": "New Event Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "An event planner fielding new inquiries — captures the occasion, format, date window, guest count, and budget band to check availability and prepare a tailored proposal.",
    "form_id": "2tgbXNjztkhs8hWHJ",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Event Type"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Intent",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Format",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Guest/Attendee Count Band",
        "type": "dropdown",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "event type",
      "event working title",
      "event intent",
      "event format",
      "date window start",
      "date window end",
      "guest attendee count band",
      "event budget band",
      "event notes"
    ],
    "source": {
      "niche": "events",
      "key": "kickoff"
    }
  },
  "New Event Inquiry :: embed": {
    "title": "New Event Inquiry",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "An event planner fielding new inquiries — captures the occasion, format, date window, guest count, and budget band to check availability and prepare a tailored proposal.",
    "form_id": "2tgbXNjztkhs8hWHJ",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Event Type"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": true,
        "conditional": false
      },
      {
        "name": "Event Working Title",
        "type": "textfield",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Intent",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Format",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your event",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window Start",
        "type": "datefield",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Window End",
        "type": "datefield",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Guest/Attendee Count Band",
        "type": "dropdown",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Date & scale",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "event type",
      "event working title",
      "event intent",
      "event format",
      "date window start",
      "date window end",
      "guest attendee count band",
      "event budget band",
      "event notes"
    ],
    "source": {
      "niche": "events",
      "key": "kickoff"
    }
  },
  "Event Budget, Payment & Invoicing Setup :: standalone": {
    "title": "Event Budget, Payment & Invoicing Setup",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event budget, payment & invoicing setup.",
    "form_id": "21RgEE9VasyUEjYW9",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Per-Guest Budget Target",
        "type": "dropdown",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Duration (hours)",
        "type": "number",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Recurrence",
        "type": "dropdown",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Schedule Preference (event)",
        "type": "dropdown",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deposit Percentage",
        "type": "dropdown",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Charge/Gratuity Policy Ack",
        "type": "radio",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Invoicing Entity (client)",
        "type": "textfield",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Decision Maker Role",
        "type": "textfield",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Approval Chain Notes",
        "type": "textarea",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "per guest budget target",
      "event duration",
      "event recurrence",
      "payment schedule preference",
      "deposit percentage",
      "service charge gratuity policy ack",
      "invoicing entity",
      "decision maker role",
      "approval chain notes"
    ],
    "source": {
      "niche": "events",
      "key": "budget"
    }
  },
  "Event Budget, Payment & Invoicing Setup :: embed": {
    "title": "Event Budget, Payment & Invoicing Setup",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event budget, payment & invoicing setup.",
    "form_id": "21RgEE9VasyUEjYW9",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Per-Guest Budget Target",
        "type": "dropdown",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Duration (hours)",
        "type": "number",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Recurrence",
        "type": "dropdown",
        "multi": false,
        "section": "Budget targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Schedule Preference (event)",
        "type": "dropdown",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deposit Percentage",
        "type": "dropdown",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Charge/Gratuity Policy Ack",
        "type": "radio",
        "multi": false,
        "section": "Payment terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Invoicing Entity (client)",
        "type": "textfield",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Decision Maker Role",
        "type": "textfield",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Approval Chain Notes",
        "type": "textarea",
        "multi": false,
        "section": "Invoicing & approvals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "per guest budget target",
      "event duration",
      "event recurrence",
      "payment schedule preference",
      "deposit percentage",
      "service charge gratuity policy ack",
      "invoicing entity",
      "decision maker role",
      "approval chain notes"
    ],
    "source": {
      "niche": "events",
      "key": "budget"
    }
  },
  "Event Venue, Space & Site Logistics :: standalone": {
    "title": "Event Venue, Space & Site Logistics",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event venue, space & site logistics.",
    "form_id": "23cb6uGCb18x5upr2",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Space Layout Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Room Setup Details",
        "type": "textarea",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Green Room / Backstage Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Load-In Window",
        "type": "textfield",
        "multi": false,
        "section": "Load-in & load-out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Load-Out Window",
        "type": "textfield",
        "multi": false,
        "section": "Load-in & load-out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rigging Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ceiling Height Minimum (ft)",
        "type": "number",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Power Requirements (event)",
        "type": "textarea",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connectivity / Wi-Fi Needs",
        "type": "textfield",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outdoor / Weather Backup Plan",
        "type": "textarea",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Day(s) of Week",
        "type": "dropdown",
        "multi": true,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "venue type preference",
      "space layout preference",
      "room setup details",
      "green room backstage needed",
      "load in window",
      "load out window",
      "rigging needed",
      "ceiling height minimum",
      "power requirements",
      "connectivity wi fi needs",
      "outdoor weather backup plan",
      "preferred day of week"
    ],
    "source": {
      "niche": "events",
      "key": "venue"
    }
  },
  "Event Venue, Space & Site Logistics :: embed": {
    "title": "Event Venue, Space & Site Logistics",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event venue, space & site logistics.",
    "form_id": "23cb6uGCb18x5upr2",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Venue Type Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Space Layout Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Room Setup Details",
        "type": "textarea",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Green Room / Backstage Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Venue & layout",
        "required": false,
        "conditional": false
      },
      {
        "name": "Load-In Window",
        "type": "textfield",
        "multi": false,
        "section": "Load-in & load-out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Load-Out Window",
        "type": "textfield",
        "multi": false,
        "section": "Load-in & load-out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rigging Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ceiling Height Minimum (ft)",
        "type": "number",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Power Requirements (event)",
        "type": "textarea",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connectivity / Wi-Fi Needs",
        "type": "textfield",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outdoor / Weather Backup Plan",
        "type": "textarea",
        "multi": false,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Day(s) of Week",
        "type": "dropdown",
        "multi": true,
        "section": "Technical site needs",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "venue type preference",
      "space layout preference",
      "room setup details",
      "green room backstage needed",
      "load in window",
      "load out window",
      "rigging needed",
      "ceiling height minimum",
      "power requirements",
      "connectivity wi fi needs",
      "outdoor weather backup plan",
      "preferred day of week"
    ],
    "source": {
      "niche": "events",
      "key": "venue"
    }
  },
  "Event AV, Production & Streaming Setup :: standalone": {
    "title": "Event AV, Production & Streaming Setup",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event av, production & streaming setup.",
    "form_id": "2tt3vMxGMrmSsFTzw",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "AV Package Needs",
        "type": "dropdown",
        "multi": true,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Microphone Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Presentation Source Plan",
        "type": "dropdown",
        "multi": false,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Run-of-Show / Tech Script Link",
        "type": "textfield",
        "multi": false,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Streaming/Platform Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recording Consent & Distribution",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Music / Performance Licensing",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speaker AV Needs",
        "type": "textarea",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Capture Method (event)",
        "type": "dropdown",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      },
      {
        "name": "Theme / Style Keywords (event)",
        "type": "textfield",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "av package needs",
      "microphone preferences",
      "presentation source plan",
      "run of show tech script link",
      "streaming platform preference",
      "recording consent distribution",
      "music performance licensing",
      "speaker av needs",
      "lead capture method",
      "theme style keywords"
    ],
    "source": {
      "niche": "events",
      "key": "production"
    }
  },
  "Event AV, Production & Streaming Setup :: embed": {
    "title": "Event AV, Production & Streaming Setup",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event av, production & streaming setup.",
    "form_id": "2tt3vMxGMrmSsFTzw",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "AV Package Needs",
        "type": "dropdown",
        "multi": true,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Microphone Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Presentation Source Plan",
        "type": "dropdown",
        "multi": false,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Run-of-Show / Tech Script Link",
        "type": "textfield",
        "multi": false,
        "section": "AV package",
        "required": false,
        "conditional": false
      },
      {
        "name": "Streaming/Platform Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recording Consent & Distribution",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Music / Performance Licensing",
        "type": "dropdown",
        "multi": false,
        "section": "Streaming & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speaker AV Needs",
        "type": "textarea",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Capture Method (event)",
        "type": "dropdown",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      },
      {
        "name": "Theme / Style Keywords (event)",
        "type": "textfield",
        "multi": false,
        "section": "Speaker AV",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "av package needs",
      "microphone preferences",
      "presentation source plan",
      "run of show tech script link",
      "streaming platform preference",
      "recording consent distribution",
      "music performance licensing",
      "speaker av needs",
      "lead capture method",
      "theme style keywords"
    ],
    "source": {
      "niche": "events",
      "key": "production"
    }
  },
  "Event Catering, Decor & Guest Experience :: standalone": {
    "title": "Event Catering, Decor & Guest Experience",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event catering, decor & guest experience.",
    "form_id": "25c9hzMTLbm3RBmD2",
    "community_record": null,
    "field_count": 17,
    "required": [],
    "fields": [
      {
        "name": "Catering Service Style",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cuisine Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dietary Accommodations (event)",
        "type": "dropdown",
        "multi": true,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Alcohol Permit Responsibility",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catering Vendor Policy",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Menu Tasting Required",
        "type": "radio",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Final Guest Count Deadline",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Branding / Logo Guidelines Link",
        "type": "textfield",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Signage & Wayfinding Needs",
        "type": "dropdown",
        "multi": true,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Video Booth Interest",
        "type": "radio",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Floral/Decor Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staffing Needs (event)",
        "type": "dropdown",
        "multi": true,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Security Level",
        "type": "dropdown",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "VIP Handling Requirements",
        "type": "textarea",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations (event)",
        "type": "textarea",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Childcare / Kids Area Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "catering service style",
      "cuisine preferences",
      "dietary accommodations",
      "bar service type",
      "alcohol permit responsibility",
      "catering vendor policy",
      "menu tasting required",
      "final guest count deadline",
      "branding logo guidelines link",
      "signage wayfinding needs",
      "photo video booth interest",
      "floral decor preferences",
      "staffing needs",
      "security level"
    ],
    "source": {
      "niche": "events",
      "key": "experience"
    }
  },
  "Event Catering, Decor & Guest Experience :: embed": {
    "title": "Event Catering, Decor & Guest Experience",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event catering, decor & guest experience.",
    "form_id": "25c9hzMTLbm3RBmD2",
    "community_record": null,
    "field_count": 17,
    "required": [],
    "fields": [
      {
        "name": "Catering Service Style",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
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        "conditional": false
      },
      {
        "name": "Cuisine Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dietary Accommodations (event)",
        "type": "dropdown",
        "multi": true,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bar Service Type",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Alcohol Permit Responsibility",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catering Vendor Policy",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Menu Tasting Required",
        "type": "radio",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Final Guest Count Deadline",
        "type": "dropdown",
        "multi": false,
        "section": "Catering & bar",
        "required": false,
        "conditional": false
      },
      {
        "name": "Branding / Logo Guidelines Link",
        "type": "textfield",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Signage & Wayfinding Needs",
        "type": "dropdown",
        "multi": true,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Video Booth Interest",
        "type": "radio",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Floral/Decor Preferences",
        "type": "textarea",
        "multi": false,
        "section": "Look & branding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staffing Needs (event)",
        "type": "dropdown",
        "multi": true,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Security Level",
        "type": "dropdown",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "VIP Handling Requirements",
        "type": "textarea",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations (event)",
        "type": "textarea",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Childcare / Kids Area Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Guest care & staffing",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "catering service style",
      "cuisine preferences",
      "dietary accommodations",
      "bar service type",
      "alcohol permit responsibility",
      "catering vendor policy",
      "menu tasting required",
      "final guest count deadline",
      "branding logo guidelines link",
      "signage wayfinding needs",
      "photo video booth interest",
      "floral decor preferences",
      "staffing needs",
      "security level"
    ],
    "source": {
      "niche": "events",
      "key": "experience"
    }
  },
  "Event Vendors, Permits & Compliance :: standalone": {
    "title": "Event Vendors, Permits & Compliance",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event vendors, permits & compliance.",
    "form_id": "2snGxyJhC1hpJtTvX",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "External Vendors Involved",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vendor Access Instructions (event)",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI Requirements (per vendor)",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permits/Approvals Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Drone Usage Policy",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "ADA Compliance Acknowledgment",
        "type": "radio",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      },
      {
        "name": "Registration Data Privacy Consent",
        "type": "radio",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Media Consent (attendees/speakers)",
        "type": "dropdown",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "external vendors involved",
      "vendor access instructions",
      "coi requirements",
      "permits approvals needed",
      "drone usage policy",
      "ada compliance acknowledgment",
      "registration data privacy consent",
      "event media consent"
    ],
    "source": {
      "niche": "events",
      "key": "vendors"
    }
  },
  "Event Vendors, Permits & Compliance :: embed": {
    "title": "Event Vendors, Permits & Compliance",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event vendors, permits & compliance.",
    "form_id": "2snGxyJhC1hpJtTvX",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "External Vendors Involved",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vendor Access Instructions (event)",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI Requirements (per vendor)",
        "type": "textarea",
        "multi": false,
        "section": "External vendors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permits/Approvals Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Drone Usage Policy",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "ADA Compliance Acknowledgment",
        "type": "radio",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      },
      {
        "name": "Registration Data Privacy Consent",
        "type": "radio",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Media Consent (attendees/speakers)",
        "type": "dropdown",
        "multi": false,
        "section": "Consents & acknowledgments",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "external vendors involved",
      "vendor access instructions",
      "coi requirements",
      "permits approvals needed",
      "drone usage policy",
      "ada compliance acknowledgment",
      "registration data privacy consent",
      "event media consent"
    ],
    "source": {
      "niche": "events",
      "key": "vendors"
    }
  },
  "Event Registration, Program & Sponsors :: standalone": {
    "title": "Event Registration, Program & Sponsors",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Event Space client workflow — event registration, program & sponsors.",
    "form_id": "2qb4ndwavjcEN4uYt",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Ticketing / Registration Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Registration Type",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ticket Tiers / Pass Types",
        "type": "textarea",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Comp/VIP Tickets Allotment",
        "type": "number",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Check-In Method",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Badge / Credential Preference",
        "type": "textarea",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Agenda Complexity",
        "type": "dropdown",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speakers / Presenters (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speaker Travel/Lodging Coordination",
        "type": "dropdown",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exhibitor Booth Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booth Size / Specs",
        "type": "textfield",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Levels Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Deliverables Expectations",
        "type": "textarea",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "ticketing registration platform",
      "registration type",
      "ticket tiers pass types",
      "comp vip tickets allotment",
      "check in method",
      "badge credential preference",
      "agenda complexity",
      "speakers presenters",
      "speaker travel lodging coordination",
      "exhibitor booth interest",
      "booth size specs",
      "sponsor levels interest",
      "sponsor deliverables expectations"
    ],
    "source": {
      "niche": "events",
      "key": "registration"
    }
  },
  "Event Registration, Program & Sponsors :: embed": {
    "title": "Event Registration, Program & Sponsors",
    "asset_type": "form",
    "niche": "Event Space",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Event Space client workflow — event registration, program & sponsors.",
    "form_id": "2qb4ndwavjcEN4uYt",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Ticketing / Registration Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Registration Type",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ticket Tiers / Pass Types",
        "type": "textarea",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Comp/VIP Tickets Allotment",
        "type": "number",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Check-In Method",
        "type": "dropdown",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Badge / Credential Preference",
        "type": "textarea",
        "multi": false,
        "section": "Registration & check-in",
        "required": false,
        "conditional": false
      },
      {
        "name": "Agenda Complexity",
        "type": "dropdown",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speakers / Presenters (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speaker Travel/Lodging Coordination",
        "type": "dropdown",
        "multi": false,
        "section": "Program & speakers",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exhibitor Booth Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booth Size / Specs",
        "type": "textfield",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Levels Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sponsor Deliverables Expectations",
        "type": "textarea",
        "multi": false,
        "section": "Exhibitors & sponsors",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "event space",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "ticketing registration platform",
      "registration type",
      "ticket tiers pass types",
      "comp vip tickets allotment",
      "check in method",
      "badge credential preference",
      "agenda complexity",
      "speakers presenters",
      "speaker travel lodging coordination",
      "exhibitor booth interest",
      "booth size specs",
      "sponsor levels interest",
      "sponsor deliverables expectations"
    ],
    "source": {
      "niche": "events",
      "key": "registration"
    }
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  "New Client Financial Intake :: embed": {
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  "Goals, Cash Flow & Tax Profile :: standalone": {
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        "name": "Advisory Fee Rate / Tier",
        "type": "textfield",
        "multi": false,
        "section": "Engagement & fees",
        "required": false,
        "conditional": false
      },
      {
        "name": "Billing Frequency (advisory)",
        "type": "dropdown",
        "multi": false,
        "section": "Engagement & fees",
        "required": false,
        "conditional": false
      },
      {
        "name": "Performance Reporting Cadence",
        "type": "dropdown",
        "multi": false,
        "section": "Engagement & fees",
        "required": false,
        "conditional": false
      },
      {
        "name": "Client Portal / Reporting Link",
        "type": "textfield",
        "multi": false,
        "section": "Engagement & fees",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "financial advisors",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "regulatory disclosures delivered",
      "disclosure delivery date",
      "accredited qualified investor status",
      "interest in alternative investments",
      "charitable giving strategy",
      "estate planning documents snapshot",
      "beneficiary review due date",
      "advisory fee arrangement",
      "advisory fee rate tier",
      "billing frequency",
      "performance reporting cadence",
      "client portal reporting link"
    ],
    "source": {
      "niche": "financial",
      "key": "compliance"
    }
  },
  "New Member Intake :: standalone": {
    "title": "New Member Intake",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A gym or coaching studio onboarding a new member — captures their primary goal, current fitness level, weekly availability, and a health-disclosure consent.",
    "form_id": "21SAsVyKwaXcj8U8z",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Primary Training Goal (fitness)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Training Goal (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Training Goal Category",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fitness Engagement Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sport(s) of Interest",
        "type": "dropdown",
        "multi": true,
        "section": "About you & your goals",
        "required": false,
        "conditional": true
      },
      {
        "name": "Target Event / Date (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Activity Level",
        "type": "dropdown",
        "multi": false,
        "section": "Where you are now",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exercise Experience Level",
        "type": "dropdown",
        "multi": false,
        "section": "Where you are now",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Training Days",
        "type": "dropdown",
        "multi": true,
        "section": "When you can train",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Time Blocks (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "When you can train",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Disclosure Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Consent & notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fitness Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Consent & notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Training Goal Category",
        "comparison": "hasSelected",
        "value": "Sport-specific",
        "action": "show",
        "target": "Sport(s) of Interest"
      }
    ],
    "tags": [
      "sports",
      "fitness",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "primary training goal",
      "training goal category",
      "fitness engagement type",
      "sport of interest",
      "target event date",
      "current activity level",
      "exercise experience level",
      "preferred training days",
      "preferred time blocks",
      "health disclosure consent",
      "fitness notes"
    ],
    "source": {
      "niche": "fitness",
      "key": "kickoff"
    }
  },
  "New Member Intake :: embed": {
    "title": "New Member Intake",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A gym or coaching studio onboarding a new member — captures their primary goal, current fitness level, weekly availability, and a health-disclosure consent.",
    "form_id": "21SAsVyKwaXcj8U8z",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Primary Training Goal (fitness)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Training Goal (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Training Goal Category",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fitness Engagement Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sport(s) of Interest",
        "type": "dropdown",
        "multi": true,
        "section": "About you & your goals",
        "required": false,
        "conditional": true
      },
      {
        "name": "Target Event / Date (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "About you & your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Activity Level",
        "type": "dropdown",
        "multi": false,
        "section": "Where you are now",
        "required": false,
        "conditional": false
      },
      {
        "name": "Exercise Experience Level",
        "type": "dropdown",
        "multi": false,
        "section": "Where you are now",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Training Days",
        "type": "dropdown",
        "multi": true,
        "section": "When you can train",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Time Blocks (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "When you can train",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Disclosure Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Consent & notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Fitness Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Consent & notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Training Goal Category",
        "comparison": "hasSelected",
        "value": "Sport-specific",
        "action": "show",
        "target": "Sport(s) of Interest"
      }
    ],
    "tags": [
      "sports",
      "fitness",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "primary training goal",
      "training goal category",
      "fitness engagement type",
      "sport of interest",
      "target event date",
      "current activity level",
      "exercise experience level",
      "preferred training days",
      "preferred time blocks",
      "health disclosure consent",
      "fitness notes"
    ],
    "source": {
      "niche": "fitness",
      "key": "kickoff"
    }
  },
  "Health & Readiness Screening (PAR-Q) :: standalone": {
    "title": "Health & Readiness Screening (PAR-Q)",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Sports / Fitness client workflow — health & readiness screening (par-q).",
    "form_id": "vsYHoEgmYn6TUuF1",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "PAR-Q Screening Status",
        "type": "dropdown",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Medical Clearance Provided (Y/N)",
        "type": "radio",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Resting Heart Rate (bpm)",
        "type": "number",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Injury/Limitations Flag (non-medical)",
        "type": "dropdown",
        "multi": false,
        "section": "Injuries & limitations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Areas to Avoid / Limit (notes)",
        "type": "textarea",
        "multi": false,
        "section": "Injuries & limitations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Liability Waiver Status (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Waivers & consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Release Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Waivers & consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Consent to Train Minor",
        "type": "dropdown",
        "multi": false,
        "section": "Youth athletes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Youth Athlete Guardian Contact",
        "type": "textfield",
        "multi": false,
        "section": "Youth athletes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "par q screening status",
      "medical clearance provided",
      "resting heart rate",
      "injury limitations flag",
      "areas to avoid limit",
      "liability waiver status",
      "media release consent",
      "consent to train minor",
      "youth athlete guardian contact"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup1"
    }
  },
  "Health & Readiness Screening (PAR-Q) :: embed": {
    "title": "Health & Readiness Screening (PAR-Q)",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Sports / Fitness client workflow — health & readiness screening (par-q).",
    "form_id": "vsYHoEgmYn6TUuF1",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "PAR-Q Screening Status",
        "type": "dropdown",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Medical Clearance Provided (Y/N)",
        "type": "radio",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Resting Heart Rate (bpm)",
        "type": "number",
        "multi": false,
        "section": "Readiness & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Injury/Limitations Flag (non-medical)",
        "type": "dropdown",
        "multi": false,
        "section": "Injuries & limitations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Areas to Avoid / Limit (notes)",
        "type": "textarea",
        "multi": false,
        "section": "Injuries & limitations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Liability Waiver Status (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Waivers & consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Release Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Waivers & consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Consent to Train Minor",
        "type": "dropdown",
        "multi": false,
        "section": "Youth athletes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Youth Athlete Guardian Contact",
        "type": "textfield",
        "multi": false,
        "section": "Youth athletes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "par q screening status",
      "medical clearance provided",
      "resting heart rate",
      "injury limitations flag",
      "areas to avoid limit",
      "liability waiver status",
      "media release consent",
      "consent to train minor",
      "youth athlete guardian contact"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup1"
    }
  },
  "Goals & Training Profile :: standalone": {
    "title": "Goals & Training Profile",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Sports / Fitness client workflow — goals & training profile.",
    "form_id": "2sbALPzCCaetCi2ng",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Target Metrics (fitness)",
        "type": "textarea",
        "multi": false,
        "section": "Targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recovery Days per Week (target)",
        "type": "dropdown",
        "multi": false,
        "section": "Targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Training Environment Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Environment & equipment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment Access (available)",
        "type": "dropdown",
        "multi": true,
        "section": "Environment & equipment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Training Split Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Intensity Preference (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coaching Style Preference (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mobility/Stretching Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Nutrition Tracking Preference (fitness)",
        "type": "dropdown",
        "multi": true,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Baseline Measurements Taken",
        "type": "dropdown",
        "multi": true,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Baseline Performance Notes",
        "type": "textarea",
        "multi": false,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Wearables/Apps Connected",
        "type": "dropdown",
        "multi": true,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Photo Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "target metrics",
      "recovery days per week",
      "training environment preference",
      "equipment access",
      "training split preference",
      "intensity preference",
      "coaching style preference",
      "mobility stretching preference",
      "nutrition tracking preference",
      "baseline measurements taken",
      "baseline performance notes",
      "wearables apps connected",
      "progress photo consent"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup2"
    }
  },
  "Goals & Training Profile :: embed": {
    "title": "Goals & Training Profile",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Sports / Fitness client workflow — goals & training profile.",
    "form_id": "2sbALPzCCaetCi2ng",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Target Metrics (fitness)",
        "type": "textarea",
        "multi": false,
        "section": "Targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Recovery Days per Week (target)",
        "type": "dropdown",
        "multi": false,
        "section": "Targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Training Environment Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Environment & equipment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment Access (available)",
        "type": "dropdown",
        "multi": true,
        "section": "Environment & equipment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Training Split Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Intensity Preference (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coaching Style Preference (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mobility/Stretching Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Nutrition Tracking Preference (fitness)",
        "type": "dropdown",
        "multi": true,
        "section": "Style & structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Baseline Measurements Taken",
        "type": "dropdown",
        "multi": true,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Baseline Performance Notes",
        "type": "textarea",
        "multi": false,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Wearables/Apps Connected",
        "type": "dropdown",
        "multi": true,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Photo Consent (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Baselines & tracking",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "target metrics",
      "recovery days per week",
      "training environment preference",
      "equipment access",
      "training split preference",
      "intensity preference",
      "coaching style preference",
      "mobility stretching preference",
      "nutrition tracking preference",
      "baseline measurements taken",
      "baseline performance notes",
      "wearables apps connected",
      "progress photo consent"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup2"
    }
  },
  "Schedule, Sessions & Coaching Logistics :: standalone": {
    "title": "Schedule, Sessions & Coaching Logistics",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Sports / Fitness client workflow — schedule, sessions & coaching logistics.",
    "form_id": "wxGZMA6uwjE64HCH",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "Session Length Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Location (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Workout Plan Delivery Format",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coaching Communication Channel (fitness)",
        "type": "dropdown",
        "multi": true,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Reminder Lead Time (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accountability Check-In Frequency (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Upcoming Event/Competition (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "What's coming up",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "session length preference",
      "session location",
      "workout plan delivery format",
      "coaching communication channel",
      "session reminder lead time",
      "accountability check in frequency",
      "upcoming event competition"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup3"
    }
  },
  "Schedule, Sessions & Coaching Logistics :: embed": {
    "title": "Schedule, Sessions & Coaching Logistics",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Sports / Fitness client workflow — schedule, sessions & coaching logistics.",
    "form_id": "wxGZMA6uwjE64HCH",
    "community_record": null,
    "field_count": 7,
    "required": [],
    "fields": [
      {
        "name": "Session Length Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Location (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Workout Plan Delivery Format",
        "type": "dropdown",
        "multi": false,
        "section": "Your sessions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coaching Communication Channel (fitness)",
        "type": "dropdown",
        "multi": true,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Reminder Lead Time (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accountability Check-In Frequency (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Staying connected",
        "required": false,
        "conditional": false
      },
      {
        "name": "Upcoming Event/Competition (fitness)",
        "type": "textfield",
        "multi": false,
        "section": "What's coming up",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "session length preference",
      "session location",
      "workout plan delivery format",
      "coaching communication channel",
      "session reminder lead time",
      "accountability check in frequency",
      "upcoming event competition"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup3"
    }
  },
  "Membership, Billing & Retention :: standalone": {
    "title": "Membership, Billing & Retention",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Sports / Fitness client workflow — membership, billing & retention.",
    "form_id": "vqZ1FUAWtSo8CJ6A",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Membership Status (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Membership Plan Name",
        "type": "textfield",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Class Pack Size",
        "type": "dropdown",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Auto-Renew Preference (fitness)",
        "type": "radio",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trial Start Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trial End Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Freeze/Hold Request Status",
        "type": "dropdown",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Attendance Risk Flag (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Churn Risk Notes (fitness)",
        "type": "textarea",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "membership status",
      "membership plan name",
      "class pack size",
      "auto renew preference",
      "trial start date",
      "trial end date",
      "freeze hold request status",
      "attendance risk flag",
      "churn risk notes",
      "event date"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup4"
    }
  },
  "Membership, Billing & Retention :: embed": {
    "title": "Membership, Billing & Retention",
    "asset_type": "form",
    "niche": "Sports / Fitness",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Sports / Fitness client workflow — membership, billing & retention.",
    "form_id": "vqZ1FUAWtSo8CJ6A",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Membership Status (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Membership Plan Name",
        "type": "textfield",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Class Pack Size",
        "type": "dropdown",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Auto-Renew Preference (fitness)",
        "type": "radio",
        "multi": false,
        "section": "Plan & status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trial Start Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trial End Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Freeze/Hold Request Status",
        "type": "dropdown",
        "multi": false,
        "section": "Trial & holds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Attendance Risk Flag (fitness)",
        "type": "dropdown",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Churn Risk Notes (fitness)",
        "type": "textarea",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Date (fitness)",
        "type": "datefield",
        "multi": false,
        "section": "Engagement & events",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "sports",
      "fitness",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "membership status",
      "membership plan name",
      "class pack size",
      "auto renew preference",
      "trial start date",
      "trial end date",
      "freeze hold request status",
      "attendance risk flag",
      "churn risk notes",
      "event date"
    ],
    "source": {
      "niche": "fitness",
      "key": "setup4"
    }
  },
  "Request an Appointment :: standalone": {
    "title": "Request an Appointment",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — request an appointment.",
    "form_id": "2rh3JdJVEMyTTuHTF",
    "community_record": null,
    "field_count": 6,
    "required": [
      "Email address",
      "Service Interest (health)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "You & what you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Service Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "You & what you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Appointment Type Requested",
        "type": "dropdown",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest Start Date (health)",
        "type": "datefield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "service interest",
      "appointment type requested",
      "earliest start date"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "request"
    }
  },
  "Request an Appointment :: embed": {
    "title": "Request an Appointment",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — request an appointment.",
    "form_id": "2rh3JdJVEMyTTuHTF",
    "community_record": null,
    "field_count": 6,
    "required": [
      "Email address",
      "Service Interest (health)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "You & what you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Service Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "You & what you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Appointment Type Requested",
        "type": "dropdown",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest Start Date (health)",
        "type": "datefield",
        "multi": false,
        "section": "You & what you need",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "service interest",
      "appointment type requested",
      "earliest start date"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "request"
    }
  },
  "Telehealth / Virtual Visit Intake :: standalone": {
    "title": "Telehealth / Virtual Visit Intake",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — telehealth / virtual visit intake.",
    "form_id": "2vrs9mr9sHXfxmypW",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Email address",
      "Patient Role (health)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Patient Role (health)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Service Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Telehealth vs In-Person Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Session Language (health)",
        "type": "textfield",
        "multi": false,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Communication Aids Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Access & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations Needed (health)",
        "type": "textarea",
        "multi": false,
        "section": "Access & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "ID Verification Method (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting verified",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "patient role",
      "service interest",
      "telehealth vs in person preference",
      "preferred session language",
      "communication aids needed",
      "accessibility accommodations needed",
      "id verification method"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "telehealth"
    }
  },
  "Telehealth / Virtual Visit Intake :: embed": {
    "title": "Telehealth / Virtual Visit Intake",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — telehealth / virtual visit intake.",
    "form_id": "2vrs9mr9sHXfxmypW",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Email address",
      "Patient Role (health)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
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        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Patient Role (health)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Service Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Telehealth vs In-Person Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Session Language (health)",
        "type": "textfield",
        "multi": false,
        "section": "Your virtual visit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Communication Aids Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Access & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations Needed (health)",
        "type": "textarea",
        "multi": false,
        "section": "Access & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "ID Verification Method (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting verified",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "patient role",
      "service interest",
      "telehealth vs in person preference",
      "preferred session language",
      "communication aids needed",
      "accessibility accommodations needed",
      "id verification method"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "telehealth"
    }
  },
  "Pre-Visit Health & Medication Update :: standalone": {
    "title": "Pre-Visit Health & Medication Update",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — pre-visit health & medication update.",
    "form_id": "2sa83xo5Sp6EctAq9",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Topics to Focus On (self-reported)",
        "type": "dropdown",
        "multi": true,
        "section": "What to focus on",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health/Therapy Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "What to focus on",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Care Provider (name/contact)",
        "type": "textfield",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pharmacy Preference (name/location)",
        "type": "textfield",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Care Team Contacts (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Therapy/Program Goals (non-clinical)",
        "type": "textarea",
        "multi": false,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outcome Tracking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      },
      {
        "name": "Group/Workshop Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "topics to focus on",
      "health therapy notes",
      "primary care provider",
      "pharmacy preference",
      "care team contacts",
      "therapy program goals",
      "outcome tracking preference",
      "group workshop interest"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "previsit"
    }
  },
  "Pre-Visit Health & Medication Update :: embed": {
    "title": "Pre-Visit Health & Medication Update",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — pre-visit health & medication update.",
    "form_id": "2sa83xo5Sp6EctAq9",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Topics to Focus On (self-reported)",
        "type": "dropdown",
        "multi": true,
        "section": "What to focus on",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health/Therapy Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "What to focus on",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Care Provider (name/contact)",
        "type": "textfield",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pharmacy Preference (name/location)",
        "type": "textfield",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Care Team Contacts (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Care team & pharmacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Therapy/Program Goals (non-clinical)",
        "type": "textarea",
        "multi": false,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outcome Tracking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      },
      {
        "name": "Group/Workshop Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Staying on track",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
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      "health therapy notes",
      "primary care provider",
      "pharmacy preference",
      "care team contacts",
      "therapy program goals",
      "outcome tracking preference",
      "group workshop interest"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "previsit"
    }
  },
  "Consent to Treat & Financial Policy :: standalone": {
    "title": "Consent to Treat & Financial Policy",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — consent to treat & financial policy.",
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    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Consent to Treat Status",
        "type": "dropdown",
        "multi": false,
        "section": "Consent to treat",
        "required": false,
        "conditional": false
      },
      {
        "name": "HIPAA NPP Acknowledgment",
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        "multi": false,
        "section": "Consent to treat",
        "required": false,
        "conditional": false
      },
      {
        "name": "No-Show/Cancellation Policy Acknowledgment (health)",
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        "multi": false,
        "section": "Consent to treat",
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        "conditional": false
      },
      {
        "name": "Insurance Use Intent",
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        "multi": false,
        "section": "How billing works",
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        "conditional": false
      },
      {
        "name": "Payment Method Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Co-Pay / Co-Insurance Band",
        "type": "dropdown",
        "multi": false,
        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sliding Scale Interest",
        "type": "radio",
        "multi": false,
        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Superbill Delivery Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & receipts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Summary Delivery Preference (health)",
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        "multi": false,
        "section": "Documents & receipts",
        "required": false,
        "conditional": false
      }
    ],
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      "insurance use intent",
      "payment method preference",
      "co pay co insurance band",
      "sliding scale interest",
      "superbill delivery preference",
      "session summary delivery preference"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "consentfin"
    }
  },
  "Consent to Treat & Financial Policy :: embed": {
    "title": "Consent to Treat & Financial Policy",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — consent to treat & financial policy.",
    "form_id": "25bQSuiXTz9xR1HGp",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Consent to Treat Status",
        "type": "dropdown",
        "multi": false,
        "section": "Consent to treat",
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        "conditional": false
      },
      {
        "name": "HIPAA NPP Acknowledgment",
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        "multi": false,
        "section": "Consent to treat",
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        "conditional": false
      },
      {
        "name": "No-Show/Cancellation Policy Acknowledgment (health)",
        "type": "radio",
        "multi": false,
        "section": "Consent to treat",
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        "conditional": false
      },
      {
        "name": "Insurance Use Intent",
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        "section": "How billing works",
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        "conditional": false
      },
      {
        "name": "Payment Method Preference (health)",
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        "multi": false,
        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Co-Pay / Co-Insurance Band",
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        "multi": false,
        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sliding Scale Interest",
        "type": "radio",
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        "section": "How billing works",
        "required": false,
        "conditional": false
      },
      {
        "name": "Superbill Delivery Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & receipts",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Summary Delivery Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Documents & receipts",
        "required": false,
        "conditional": false
      }
    ],
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    "tags": [
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      "auth-only",
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      "consent to treat status",
      "hipaa npp acknowledgment",
      "insurance use intent",
      "payment method preference",
      "co pay co insurance band",
      "sliding scale interest",
      "superbill delivery preference",
      "session summary delivery preference"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "consentfin"
    }
  },
  "Post-Visit Follow-Up & Care Check :: standalone": {
    "title": "Post-Visit Follow-Up & Care Check",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — post-visit follow-up & care check.",
    "form_id": "2unpq1jCA1uRdH1GH",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Outcome Tracking Preference",
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        "section": "Your progress",
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        "conditional": false
      },
      {
        "name": "Therapy/Program Goals (non-clinical)",
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        "section": "Your progress",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Frequency Target",
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        "multi": false,
        "section": "Keeping the cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Telehealth vs In-Person Preference",
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        "section": "Keeping the cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waitlist Willingness",
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        "multi": false,
        "section": "Keeping the cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reminder Channel Preference (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Staying in touch",
        "required": false,
        "conditional": false
      },
      {
        "name": "Appointment Reminder Lead Time (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Staying in touch",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health/Therapy Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Staying in touch",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
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      "intake",
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      "auth-only",
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      "outcome tracking preference",
      "therapy program goals",
      "session frequency target",
      "telehealth vs in person preference",
      "waitlist willingness",
      "reminder channel preference",
      "appointment reminder lead time",
      "health therapy notes"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "followup"
    }
  },
  "Post-Visit Follow-Up & Care Check :: embed": {
    "title": "Post-Visit Follow-Up & Care Check",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — post-visit follow-up & care check.",
    "form_id": "2unpq1jCA1uRdH1GH",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
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      },
      {
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      },
      {
        "name": "Session Frequency Target",
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        "section": "Keeping the cadence",
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      },
      {
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        "type": "dropdown",
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        "section": "Keeping the cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waitlist Willingness",
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        "section": "Keeping the cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reminder Channel Preference (health)",
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        "multi": true,
        "section": "Staying in touch",
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        "conditional": false
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      {
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        "section": "Staying in touch",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health/Therapy Notes (client-specific)",
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        "section": "Staying in touch",
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        "conditional": false
      }
    ],
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    "tags": [
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      "reminder channel preference",
      "appointment reminder lead time",
      "health therapy notes"
    ],
    "source": {
      "niche": "healthcare-x",
      "key": "followup"
    }
  },
  "New Patient Intake & Appointment Request :: standalone": {
    "title": "New Patient Intake & Appointment Request",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A therapy or wellness practice taking new-patient appointment requests — capturing who the care is for, the service and visit type wanted, telehealth/in-person and clinician preferences, availability, and waitlist willingness, with no insurance IDs, SSNs, or clinical PHI collected on the public page.",
    "form_id": "unJjQGfBZDkoUAcC",
    "community_record": null,
    "field_count": 15,
    "required": [
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      "Patient Role (health)"
    ],
    "fields": [
      {
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        "conditional": false
      },
      {
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        "conditional": false
      },
      {
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        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Patient Role (health)",
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        "section": "About you",
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      },
      {
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        "multi": true,
        "section": "What you’re looking for",
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      },
      {
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        "section": "What you’re looking for",
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        "section": "What you’re looking for",
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        "conditional": false
      },
      {
        "name": "Clinician Gender Preference",
        "type": "dropdown",
        "multi": false,
        "section": "What you’re looking for",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Session Language (health)",
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        "section": "What you’re looking for",
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        "conditional": false
      },
      {
        "name": "Preferred Session Days (health)",
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        "multi": true,
        "section": "When works for you",
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        "conditional": false
      },
      {
        "name": "Preferred Time Blocks (health)",
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        "multi": false,
        "section": "When works for you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest Start Date (health)",
        "type": "datefield",
        "multi": false,
        "section": "When works for you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waitlist Willingness",
        "type": "radio",
        "multi": false,
        "section": "When works for you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Topics to Focus On (self-reported)",
        "type": "dropdown",
        "multi": true,
        "section": "How we can help most",
        "required": false,
        "conditional": false
      },
      {
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        "multi": false,
        "section": "How we can help most",
        "required": false,
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      }
    ],
    "conditions": [],
    "tags": [
      "health care",
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      "first name",
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      "clinician gender preference",
      "preferred session language",
      "preferred session days",
      "preferred time blocks",
      "earliest start date",
      "waitlist willingness",
      "topics to focus on"
    ],
    "source": {
      "niche": "healthcare",
      "key": "kickoff"
    }
  },
  "New Patient Intake & Appointment Request :: embed": {
    "title": "New Patient Intake & Appointment Request",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A therapy or wellness practice taking new-patient appointment requests — capturing who the care is for, the service and visit type wanted, telehealth/in-person and clinician preferences, availability, and waitlist willingness, with no insurance IDs, SSNs, or clinical PHI collected on the public page.",
    "form_id": "unJjQGfBZDkoUAcC",
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    "required": [
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      {
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        "conditional": false
      },
      {
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        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Patient Role (health)",
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        "section": "About you",
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      {
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        "conditional": false
      },
      {
        "name": "Preferred Session Language (health)",
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        "section": "When works for you",
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    ],
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    "tags": [
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      "preferred time blocks",
      "earliest start date",
      "waitlist willingness",
      "topics to focus on"
    ],
    "source": {
      "niche": "healthcare",
      "key": "kickoff"
    }
  },
  "Scheduling, Reminders & Telehealth Setup :: standalone": {
    "title": "Scheduling, Reminders & Telehealth Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — scheduling, reminders & telehealth setup.",
    "form_id": "24j4Zh9fa5j5iEdaM",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Session Length Preference (health)",
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      {
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        "section": "Visit format & cadence",
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      },
      {
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        "multi": true,
        "section": "Visit format & cadence",
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      },
      {
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        "multi": true,
        "section": "Visit format & cadence",
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      {
        "name": "Appointment Reminder Lead Time (health)",
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        "section": "Reminders",
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      },
      {
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        "multi": true,
        "section": "Reminders",
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        "conditional": false
      },
      {
        "name": "Communication Aids Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Accessibility & aids",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations Needed (health)",
        "type": "textarea",
        "multi": false,
        "section": "Accessibility & aids",
        "required": false,
        "conditional": false
      },
      {
        "name": "Intake Paperwork Status (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Verification & paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "ID Verification Method (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Verification & paperwork",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "session length preference",
      "session frequency target",
      "location preference",
      "therapeutic approach preferences",
      "provider match priorities",
      "appointment reminder lead time",
      "reminder channel preference",
      "communication aids needed",
      "accessibility accommodations needed",
      "intake paperwork status",
      "id verification method"
    ],
    "source": {
      "niche": "healthcare",
      "key": "scheduling"
    }
  },
  "Scheduling, Reminders & Telehealth Setup :: embed": {
    "title": "Scheduling, Reminders & Telehealth Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — scheduling, reminders & telehealth setup.",
    "form_id": "24j4Zh9fa5j5iEdaM",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Session Length Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Visit format & cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Frequency Target",
        "type": "dropdown",
        "multi": false,
        "section": "Visit format & cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Location Preference (site)",
        "type": "dropdown",
        "multi": false,
        "section": "Visit format & cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Therapeutic Approach Preferences",
        "type": "dropdown",
        "multi": true,
        "section": "Visit format & cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Provider Match Priorities",
        "type": "dropdown",
        "multi": true,
        "section": "Visit format & cadence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Appointment Reminder Lead Time (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Reminders",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reminder Channel Preference (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Reminders",
        "required": false,
        "conditional": false
      },
      {
        "name": "Communication Aids Needed",
        "type": "dropdown",
        "multi": true,
        "section": "Accessibility & aids",
        "required": false,
        "conditional": false
      },
      {
        "name": "Accessibility Accommodations Needed (health)",
        "type": "textarea",
        "multi": false,
        "section": "Accessibility & aids",
        "required": false,
        "conditional": false
      },
      {
        "name": "Intake Paperwork Status (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Verification & paperwork",
        "required": false,
        "conditional": false
      },
      {
        "name": "ID Verification Method (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Verification & paperwork",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "session length preference",
      "session frequency target",
      "location preference",
      "therapeutic approach preferences",
      "provider match priorities",
      "appointment reminder lead time",
      "reminder channel preference",
      "communication aids needed",
      "accessibility accommodations needed",
      "intake paperwork status",
      "id verification method"
    ],
    "source": {
      "niche": "healthcare",
      "key": "scheduling"
    }
  },
  "Insurance, Billing & Authorization Setup :: standalone": {
    "title": "Insurance, Billing & Authorization Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — insurance, billing & authorization setup.",
    "form_id": "23SB389pfjCZFe37k",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Insurance Use Intent",
        "type": "dropdown",
        "multi": false,
        "section": "How you’ll pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "How you’ll pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Payer Name (health)",
        "type": "textfield",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Verification Status",
        "type": "dropdown",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Co-Pay / Co-Insurance Band",
        "type": "dropdown",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sliding Scale Interest",
        "type": "radio",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "EAP Program Name (if any)",
        "type": "textfield",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral Authorization Required",
        "type": "dropdown",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral/Authorization Reference (link)",
        "type": "textfield",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Superbill Delivery Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Documents Location (ref)",
        "type": "textfield",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "insurance use intent",
      "payment method preference",
      "insurance payer name",
      "insurance verification status",
      "co pay co insurance band",
      "sliding scale interest",
      "eap program name",
      "referral authorization required",
      "referral authorization reference",
      "superbill delivery preference",
      "insurance documents location"
    ],
    "source": {
      "niche": "healthcare",
      "key": "insurance"
    }
  },
  "Insurance, Billing & Authorization Setup :: embed": {
    "title": "Insurance, Billing & Authorization Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — insurance, billing & authorization setup.",
    "form_id": "23SB389pfjCZFe37k",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Insurance Use Intent",
        "type": "dropdown",
        "multi": false,
        "section": "How you’ll pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "How you’ll pay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Payer Name (health)",
        "type": "textfield",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Verification Status",
        "type": "dropdown",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Co-Pay / Co-Insurance Band",
        "type": "dropdown",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sliding Scale Interest",
        "type": "radio",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "EAP Program Name (if any)",
        "type": "textfield",
        "multi": false,
        "section": "Your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral Authorization Required",
        "type": "dropdown",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Referral/Authorization Reference (link)",
        "type": "textfield",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Superbill Delivery Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Documents Location (ref)",
        "type": "textfield",
        "multi": false,
        "section": "Authorizations & documents",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "insurance use intent",
      "payment method preference",
      "insurance payer name",
      "insurance verification status",
      "co pay co insurance band",
      "sliding scale interest",
      "eap program name",
      "referral authorization required",
      "referral authorization reference",
      "superbill delivery preference",
      "insurance documents location"
    ],
    "source": {
      "niche": "healthcare",
      "key": "insurance"
    }
  },
  "Consents, HIPAA & Records Setup :: standalone": {
    "title": "Consents, HIPAA & Records Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — consents, hipaa & records setup.",
    "form_id": "22KFWvvFfYVpBGv9V",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Consent to Treat Status",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "HIPAA NPP Acknowledgment",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Telehealth Consent Status",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "No-Show/Cancellation Policy Acknowledgment (health)",
        "type": "radio",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Release of Information (ROI) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permitted Contacts for ROI",
        "type": "textarea",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secure Messaging Consent (health)",
        "type": "radio",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Record/Document Storage Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Audio Recording Consent (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo ID Storage Consent (health)",
        "type": "radio",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Summary Delivery Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Outcomes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "consent to treat status",
      "hipaa npp acknowledgment",
      "telehealth consent status",
      "release of information status",
      "permitted contacts for roi",
      "secure messaging consent",
      "record document storage preference",
      "photo audio recording consent",
      "photo id storage consent",
      "session summary delivery preference"
    ],
    "source": {
      "niche": "healthcare",
      "key": "consents"
    }
  },
  "Consents, HIPAA & Records Setup :: embed": {
    "title": "Consents, HIPAA & Records Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — consents, hipaa & records setup.",
    "form_id": "22KFWvvFfYVpBGv9V",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Consent to Treat Status",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "HIPAA NPP Acknowledgment",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Telehealth Consent Status",
        "type": "dropdown",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "No-Show/Cancellation Policy Acknowledgment (health)",
        "type": "radio",
        "multi": false,
        "section": "Treatment & privacy consents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Release of Information (ROI) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permitted Contacts for ROI",
        "type": "textarea",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secure Messaging Consent (health)",
        "type": "radio",
        "multi": false,
        "section": "Release of information",
        "required": false,
        "conditional": false
      },
      {
        "name": "Record/Document Storage Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Audio Recording Consent (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo ID Storage Consent (health)",
        "type": "radio",
        "multi": false,
        "section": "Records & recording",
        "required": false,
        "conditional": false
      },
      {
        "name": "Session Summary Delivery Preference (health)",
        "type": "dropdown",
        "multi": false,
        "section": "Outcomes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "consent to treat status",
      "hipaa npp acknowledgment",
      "telehealth consent status",
      "release of information status",
      "permitted contacts for roi",
      "secure messaging consent",
      "record document storage preference",
      "photo audio recording consent",
      "photo id storage consent",
      "session summary delivery preference"
    ],
    "source": {
      "niche": "healthcare",
      "key": "consents"
    }
  },
  "Care Team, Safety & Goals Setup :: standalone": {
    "title": "Care Team, Safety & Goals Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Health Care / Therapy client workflow — care team, safety & goals setup.",
    "form_id": "z9ydCKfp3bKAHt24",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Care Team Contacts (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Care Provider (name/contact)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pharmacy Preference (name/location)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Care (name/phone)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crisis Safety Plan Status",
        "type": "dropdown",
        "multi": false,
        "section": "Safety preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crisis Support Instructions (preferences)",
        "type": "textarea",
        "multi": false,
        "section": "Safety preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Therapy/Program Goals (non-clinical)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outcome Tracking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Group/Workshop Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Your goals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "care team contacts",
      "primary care provider",
      "pharmacy preference",
      "emergency contact for care",
      "crisis safety plan status",
      "crisis support instructions",
      "therapy program goals",
      "outcome tracking preference",
      "group workshop interest"
    ],
    "source": {
      "niche": "healthcare",
      "key": "careplan"
    }
  },
  "Care Team, Safety & Goals Setup :: embed": {
    "title": "Care Team, Safety & Goals Setup",
    "asset_type": "form",
    "niche": "Health Care / Therapy",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Health Care / Therapy client workflow — care team, safety & goals setup.",
    "form_id": "z9ydCKfp3bKAHt24",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Care Team Contacts (names/roles)",
        "type": "textarea",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Care Provider (name/contact)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pharmacy Preference (name/location)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Care (name/phone)",
        "type": "textfield",
        "multi": false,
        "section": "Your care team",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crisis Safety Plan Status",
        "type": "dropdown",
        "multi": false,
        "section": "Safety preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Crisis Support Instructions (preferences)",
        "type": "textarea",
        "multi": false,
        "section": "Safety preferences",
        "required": false,
        "conditional": false
      },
      {
        "name": "Therapy/Program Goals (non-clinical)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Outcome Tracking Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Group/Workshop Interest (health)",
        "type": "dropdown",
        "multi": true,
        "section": "Your goals",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "health care",
      "therapy",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "care team contacts",
      "primary care provider",
      "pharmacy preference",
      "emergency contact for care",
      "crisis safety plan status",
      "crisis support instructions",
      "therapy program goals",
      "outcome tracking preference",
      "group workshop interest"
    ],
    "source": {
      "niche": "healthcare",
      "key": "careplan"
    }
  },
  "Brand Partnership Inquiry :: standalone": {
    "title": "Brand Partnership Inquiry",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — brand partnership inquiry.",
    "form_id": "24ipX6KV3Kaf9PWd7",
    "community_record": null,
    "field_count": 9,
    "required": [
      "Work email",
      "Brand Categories Interested (creator)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": true,
        "conditional": false
      },
      {
        "name": "Brand / agency name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Categories Interested (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": true,
        "conditional": false
      },
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "work email",
      "brand agency name",
      "brand categories interested",
      "deliverables package preference",
      "compensation models preferred",
      "usage rights permission",
      "creator collaboration notes"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "partnership"
    }
  },
  "Brand Partnership Inquiry :: embed": {
    "title": "Brand Partnership Inquiry",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — brand partnership inquiry.",
    "form_id": "24ipX6KV3Kaf9PWd7",
    "community_record": null,
    "field_count": 9,
    "required": [
      "Work email",
      "Brand Categories Interested (creator)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work email",
        "type": "emailfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": true,
        "conditional": false
      },
      {
        "name": "Brand / agency name",
        "type": "textfield",
        "multi": false,
        "section": "Who’s reaching out",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Categories Interested (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": true,
        "conditional": false
      },
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The fit",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "work email",
      "brand agency name",
      "brand categories interested",
      "deliverables package preference",
      "compensation models preferred",
      "usage rights permission",
      "creator collaboration notes"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "partnership"
    }
  },
  "Creator Media Kit Submission :: standalone": {
    "title": "Creator Media Kit Submission",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — creator media kit submission.",
    "form_id": "2rVw1bM1LYbpHxvpa",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address",
      "Primary Platform (creator)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "Your profile",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Platform (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Your profile",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Handle/URL (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Platforms (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Category / Niche (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Follower Count (primary platform)",
        "type": "number",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Rate Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Avg Views/Impressions Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Growth Trend (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Primary Age Band (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Gender Split (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Top Countries (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Kit Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio/Reel Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "primary platform",
      "primary handle url",
      "secondary platforms",
      "creator category niche",
      "follower count",
      "engagement rate band",
      "avg views impressions band",
      "growth trend",
      "audience primary age band",
      "audience gender split",
      "audience top countries"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "mediakit"
    }
  },
  "Creator Media Kit Submission :: embed": {
    "title": "Creator Media Kit Submission",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — creator media kit submission.",
    "form_id": "2rVw1bM1LYbpHxvpa",
    "community_record": null,
    "field_count": 17,
    "required": [
      "Email address",
      "Primary Platform (creator)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "Your profile",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Platform (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Your profile",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Handle/URL (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Platforms (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Category / Niche (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your profile",
        "required": false,
        "conditional": false
      },
      {
        "name": "Follower Count (primary platform)",
        "type": "number",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Rate Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Avg Views/Impressions Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Growth Trend (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Your reach",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Primary Age Band (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Gender Split (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Top Countries (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Who follows you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Kit Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio/Reel Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Show us your work",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "primary platform",
      "primary handle url",
      "secondary platforms",
      "creator category niche",
      "follower count",
      "engagement rate band",
      "avg views impressions band",
      "growth trend",
      "audience primary age band",
      "audience gender split",
      "audience top countries"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "mediakit"
    }
  },
  "Sponsorship Rate Card & Packages :: standalone": {
    "title": "Sponsorship Rate Card & Packages",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — sponsorship rate card & packages.",
    "form_id": "w3hofQqnWmB8AqSs",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Rate Card Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Formats (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Duration (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Affiliate Program Interest (creator)",
        "type": "radio",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Commission Expectation Band (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coupon Code Preference (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Net Terms Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax/Compliance Docs Status (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing terms",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "rate card link",
      "deliverables package preference",
      "content formats",
      "compensation models preferred",
      "usage rights permission",
      "usage rights duration",
      "affiliate program interest",
      "commission expectation band",
      "coupon code preference",
      "net terms preference",
      "tax compliance docs status"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "ratecard"
    }
  },
  "Sponsorship Rate Card & Packages :: embed": {
    "title": "Sponsorship Rate Card & Packages",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — sponsorship rate card & packages.",
    "form_id": "w3hofQqnWmB8AqSs",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Rate Card Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Formats (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your rate card",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Duration (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Deal structure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Affiliate Program Interest (creator)",
        "type": "radio",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Commission Expectation Band (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coupon Code Preference (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Affiliate & commission",
        "required": false,
        "conditional": false
      },
      {
        "name": "Net Terms Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax/Compliance Docs Status (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing terms",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "rate card link",
      "deliverables package preference",
      "content formats",
      "compensation models preferred",
      "usage rights permission",
      "usage rights duration",
      "affiliate program interest",
      "commission expectation band",
      "coupon code preference",
      "net terms preference",
      "tax compliance docs status"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "ratecard"
    }
  },
  "Campaign Brief & Deliverables :: standalone": {
    "title": "Campaign Brief & Deliverables",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — campaign brief & deliverables.",
    "form_id": "25obfN2P2wWdZEyCG",
    "community_record": null,
    "field_count": 15,
    "required": [
      "Deliverables Package Preference (creator)"
    ],
    "fields": [
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": true,
        "conditional": false
      },
      {
        "name": "Content Formats (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creation Language(s) (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Concept Ownership Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical Turnaround Time (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rounds of Edits Included (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Posting Time Window (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creative Approval Workflow (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creative Briefing Hub Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Duration (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Geo Permissions (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Category Exclusivity (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "FTC Disclosure Method (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Disclosure & guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sensitive Categories to Avoid (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Disclosure & guardrails",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "deliverables package preference",
      "content formats",
      "creation language",
      "concept ownership preference",
      "typical turnaround time",
      "rounds of edits included",
      "preferred posting time window",
      "creative approval workflow",
      "creative briefing hub preference",
      "usage rights permission",
      "usage rights duration",
      "ad geo permissions",
      "category exclusivity",
      "ftc disclosure method"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "brief"
    }
  },
  "Campaign Brief & Deliverables :: embed": {
    "title": "Campaign Brief & Deliverables",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — campaign brief & deliverables.",
    "form_id": "25obfN2P2wWdZEyCG",
    "community_record": null,
    "field_count": 15,
    "required": [
      "Deliverables Package Preference (creator)"
    ],
    "fields": [
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": true,
        "conditional": false
      },
      {
        "name": "Content Formats (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creation Language(s) (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Concept Ownership Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Deliverables",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical Turnaround Time (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rounds of Edits Included (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Posting Time Window (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creative Approval Workflow (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creative Briefing Hub Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Timeline & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Permission (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Usage Rights Duration (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Geo Permissions (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "Category Exclusivity (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Rights & exclusivity for this campaign",
        "required": false,
        "conditional": false
      },
      {
        "name": "FTC Disclosure Method (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Disclosure & guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sensitive Categories to Avoid (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Disclosure & guardrails",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "deliverables package preference",
      "content formats",
      "creation language",
      "concept ownership preference",
      "typical turnaround time",
      "rounds of edits included",
      "preferred posting time window",
      "creative approval workflow",
      "creative briefing hub preference",
      "usage rights permission",
      "usage rights duration",
      "ad geo permissions",
      "category exclusivity",
      "ftc disclosure method"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "brief"
    }
  },
  "Campaign Wrap-Up & Performance Report :: standalone": {
    "title": "Campaign Wrap-Up & Performance Report",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — campaign wrap-up & performance report.",
    "form_id": "ukZtDD559qE2koNM",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Metrics to Report (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Analytics Access Method (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reporting Cadence Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio/Reel Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Proof of work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Proof of work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Net Terms Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax/Compliance Docs Status (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coupon Code Preference (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "metrics to report",
      "analytics access method",
      "reporting cadence preference",
      "portfolio reel link",
      "press features links",
      "net terms preference",
      "tax compliance docs status",
      "coupon code preference",
      "creator collaboration notes"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "wrapup"
    }
  },
  "Campaign Wrap-Up & Performance Report :: embed": {
    "title": "Campaign Wrap-Up & Performance Report",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — campaign wrap-up & performance report.",
    "form_id": "ukZtDD559qE2koNM",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Metrics to Report (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Analytics Access Method (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reporting Cadence Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Results",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio/Reel Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Proof of work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Proof of work",
        "required": false,
        "conditional": false
      },
      {
        "name": "Net Terms Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax/Compliance Docs Status (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coupon Code Preference (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Getting paid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "metrics to report",
      "analytics access method",
      "reporting cadence preference",
      "portfolio reel link",
      "press features links",
      "net terms preference",
      "tax compliance docs status",
      "coupon code preference",
      "creator collaboration notes"
    ],
    "source": {
      "niche": "influencer-x",
      "key": "wrapup"
    }
  },
  "Creator Collaboration Inquiry :: standalone": {
    "title": "Creator Collaboration Inquiry",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A creator pitching a brand partnership — captures their platforms and handles, audience snapshot, the brand work and compensation models they want, and a media-kit link.",
    "form_id": "2qbokoYpyKhtVZFW7",
    "community_record": null,
    "field_count": 16,
    "required": [
      "Email address",
      "Primary Platform (creator)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
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        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Platform (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Handle/URL (creator)",
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        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Platforms (creator)",
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        "multi": true,
        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Creator Category / Niche (creator)",
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        "multi": true,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Follower Count (primary platform)",
        "type": "number",
        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Rate Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your audience",
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        "conditional": false
      },
      {
        "name": "Avg Views/Impressions Band (primary)",
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        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Primary Age Band (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Gender Split (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand Categories Interested (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Kit Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
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      "first name",
      "last name",
      "email address",
      "primary platform",
      "primary handle url",
      "secondary platforms",
      "creator category niche",
      "follower count",
      "engagement rate band",
      "avg views impressions band",
      "audience primary age band",
      "audience gender split",
      "brand categories interested",
      "compensation models preferred"
    ],
    "source": {
      "niche": "influencer",
      "key": "kickoff"
    }
  },
  "Creator Collaboration Inquiry :: embed": {
    "title": "Creator Collaboration Inquiry",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A creator pitching a brand partnership — captures their platforms and handles, audience snapshot, the brand work and compensation models they want, and a media-kit link.",
    "form_id": "2qbokoYpyKhtVZFW7",
    "community_record": null,
    "field_count": 16,
    "required": [
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      "Primary Platform (creator)"
    ],
    "fields": [
      {
        "name": "First name",
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        "multi": false,
        "section": "About you",
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      {
        "name": "Last name",
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        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Platform (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Primary Handle/URL (creator)",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Secondary Platforms (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Category / Niche (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Follower Count (primary platform)",
        "type": "number",
        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engagement Rate Band (primary)",
        "type": "dropdown",
        "multi": false,
        "section": "Your audience",
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        "conditional": false
      },
      {
        "name": "Avg Views/Impressions Band (primary)",
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        "section": "Your audience",
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        "conditional": false
      },
      {
        "name": "Audience Primary Age Band (creator)",
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        "multi": false,
        "section": "Your audience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Audience Gender Split (approx.)",
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        "section": "Your audience",
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        "conditional": false
      },
      {
        "name": "Brand Categories Interested (creator)",
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        "multi": true,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compensation Models Preferred (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Media Kit Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "The kind of work you want",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creator Collaboration Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "primary platform",
      "primary handle url",
      "secondary platforms",
      "creator category niche",
      "follower count",
      "engagement rate band",
      "avg views impressions band",
      "audience primary age band",
      "audience gender split",
      "brand categories interested",
      "compensation models preferred"
    ],
    "source": {
      "niche": "influencer",
      "key": "kickoff"
    }
  },
  "Content, Production & Rates Setup :: standalone": {
    "title": "Content, Production & Rates Setup",
    "asset_type": "form",
    "niche": "Influencer / Content Creator",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Influencer / Content Creator client workflow — content, production & rates setup.",
    "form_id": "2un5dEAcBRSR6qUBJ",
    "community_record": null,
    "field_count": 16,
    "required": [],
    "fields": [
      {
        "name": "Content Formats (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "What you make",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creation Language(s) (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "What you make",
        "required": false,
        "conditional": false
      },
      {
        "name": "On-Camera Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "What you make",
        "required": false,
        "conditional": false
      },
      {
        "name": "Production Team Size (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "What you make",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment Capabilities (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your setup",
        "required": false,
        "conditional": false
      },
      {
        "name": "Editing Tools (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Your setup",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Cadence (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Cadence & turnaround",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Posting Time Window (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Cadence & turnaround",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical Turnaround Time (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Cadence & turnaround",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rounds of Edits Included (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Cadence & turnaround",
        "required": false,
        "conditional": false
      },
      {
        "name": "Deliverables Package Preference (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Briefs & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Creative Briefing Hub Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Briefs & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Concept Ownership Preference (creator)",
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        "multi": false,
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      },
      {
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  },
  "Content, Production & Rates Setup :: embed": {
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  },
  "Usage Rights, Exclusivity & Disclosures :: standalone": {
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      {
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      },
      {
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  },
  "Affiliate, Gifting & Sizing Setup :: standalone": {
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      {
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      {
        "name": "Shoe Size (creator)",
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      },
      {
        "name": "Shipping Address Type (creator)",
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      {
        "name": "PO Box Acceptable (creator)",
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    ],
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      "apparel size top",
      "apparel size bottom",
      "shoe size",
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      "shipping delivery constraints"
    ],
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  },
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      {
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      {
        "name": "Shoe Size (creator)",
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      "shipping delivery constraints"
    ],
    "source": {
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  },
  "Audience, Events & Reporting Setup :: standalone": {
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    "asset_type": "form",
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        "name": "Audience Top Countries (creator)",
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      {
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        "section": "Travel & events",
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      {
        "name": "Travel Lead Time Requirement (creator)",
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        "section": "Travel & events",
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      {
        "name": "Passport Validity Status (creator)",
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        "section": "Travel & events",
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      },
      {
        "name": "Speaking/Hosting Roles (creator)",
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      {
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      {
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      },
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        "name": "Portfolio/Reel Link (creator)",
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        "section": "Proof & press",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
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    ],
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      "passport validity status",
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      "metrics to report",
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      "portfolio reel link",
      "press features links"
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  },
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    "deployment": "embed",
    "use_case": "Influencer / Content Creator client workflow — audience, events & reporting setup.",
    "form_id": "2qPCwf1NuC6QUwJCK",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Audience Top Countries (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Audience detail",
        "required": false,
        "conditional": false
      },
      {
        "name": "Growth Trend (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Audience detail",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Attendance Capability (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Travel & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Lead Time Requirement (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Travel & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Passport Validity Status (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Travel & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Speaking/Hosting Roles (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Travel & events",
        "required": false,
        "conditional": false
      },
      {
        "name": "Reporting Cadence Preference (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Metrics to Report (creator)",
        "type": "dropdown",
        "multi": true,
        "section": "Reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Analytics Access Method (creator)",
        "type": "dropdown",
        "multi": false,
        "section": "Reporting",
        "required": false,
        "conditional": false
      },
      {
        "name": "Portfolio/Reel Link (creator)",
        "type": "textfield",
        "multi": false,
        "section": "Proof & press",
        "required": false,
        "conditional": false
      },
      {
        "name": "Press/Features Links (creator)",
        "type": "textarea",
        "multi": false,
        "section": "Proof & press",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "influencer",
      "content creator",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "audience top countries",
      "growth trend",
      "event attendance capability",
      "travel lead time requirement",
      "passport validity status",
      "speaking hosting roles",
      "reporting cadence preference",
      "metrics to report",
      "analytics access method",
      "portfolio reel link",
      "press features links"
    ],
    "source": {
      "niche": "influencer",
      "key": "logistics"
    }
  },
  "Auto Insurance Quote Request :: standalone": {
    "title": "Auto Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — auto insurance quote request.",
    "form_id": "yFudJP4phLKb6hxz",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Driver Roster (names/license state)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Driver Roster (names/license state)",
        "type": "textarea",
        "multi": false,
        "section": "Drivers & vehicles",
        "required": true,
        "conditional": false
      },
      {
        "name": "Vehicle Roster Summary",
        "type": "textarea",
        "multi": false,
        "section": "Drivers & vehicles",
        "required": false,
        "conditional": false
      },
      {
        "name": "Policy Intent",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Liability Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Deductible Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims in Last 5 Years (count)",
        "type": "number",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "driver roster",
      "vehicle roster summary",
      "policy intent",
      "target effective date",
      "primary liability limit target",
      "primary deductible preference",
      "current carrier",
      "claims in last 5 years",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "auto"
    }
  },
  "Auto Insurance Quote Request :: embed": {
    "title": "Auto Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Insurance client workflow — auto insurance quote request.",
    "form_id": "yFudJP4phLKb6hxz",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Driver Roster (names/license state)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Driver Roster (names/license state)",
        "type": "textarea",
        "multi": false,
        "section": "Drivers & vehicles",
        "required": true,
        "conditional": false
      },
      {
        "name": "Vehicle Roster Summary",
        "type": "textarea",
        "multi": false,
        "section": "Drivers & vehicles",
        "required": false,
        "conditional": false
      },
      {
        "name": "Policy Intent",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Liability Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Deductible Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & timing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims in Last 5 Years (count)",
        "type": "number",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "driver roster",
      "vehicle roster summary",
      "policy intent",
      "target effective date",
      "primary liability limit target",
      "primary deductible preference",
      "current carrier",
      "claims in last 5 years",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "auto"
    }
  },
  "Home & Property Insurance Quote :: standalone": {
    "title": "Home & Property Insurance Quote",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — home & property insurance quote.",
    "form_id": "uxWxG48tUSWMwikf",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Property Locations to Insure"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
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        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Property Locations to Insure",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Home Construction Type",
        "type": "dropdown",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Year (est.)",
        "type": "textfield",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Material",
        "type": "dropdown",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Square Footage (est.)",
        "type": "number",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protection Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Protection & exposure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catastrophe Exposure Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Protection & exposure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mortgagee / Lienholder Names",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
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      "standalone",
      "first name",
      "last name",
      "email address",
      "property locations to insure",
      "home construction type",
      "roof year",
      "roof material",
      "home square footage",
      "protection features",
      "catastrophe exposure flags",
      "target effective date",
      "current carrier",
      "mortgagee lienholder names",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "home"
    }
  },
  "Home & Property Insurance Quote :: embed": {
    "title": "Home & Property Insurance Quote",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Insurance client workflow — home & property insurance quote.",
    "form_id": "uxWxG48tUSWMwikf",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Property Locations to Insure"
    ],
    "fields": [
      {
        "name": "First name",
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        "multi": false,
        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Last name",
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        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Property Locations to Insure",
        "type": "textarea",
        "multi": false,
        "section": "Your property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Home Construction Type",
        "type": "dropdown",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Year (est.)",
        "type": "textfield",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Material",
        "type": "dropdown",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Square Footage (est.)",
        "type": "number",
        "multi": false,
        "section": "Your property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protection Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Protection & exposure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catastrophe Exposure Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Protection & exposure",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mortgagee / Lienholder Names",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & current policy",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
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      "embed",
      "first name",
      "last name",
      "email address",
      "property locations to insure",
      "home construction type",
      "roof year",
      "roof material",
      "home square footage",
      "protection features",
      "catastrophe exposure flags",
      "target effective date",
      "current carrier",
      "mortgagee lienholder names",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "home"
    }
  },
  "Business Insurance Quote Request :: standalone": {
    "title": "Business Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — business insurance quote request.",
    "form_id": "wyG62zXnn6yTSc5W",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Business Operations Summary"
    ],
    "fields": [
      {
        "name": "First name",
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        "multi": false,
        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Last name",
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        "section": "About you",
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        "conditional": false
      },
      {
        "name": "Email address",
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        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Business Operations Summary",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "Years in Business",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Annual Revenue Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Location(s) for Business",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lines of Interest (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Usage",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment / Tools Value Band",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "business operations summary",
      "years in business",
      "employee count",
      "annual revenue band",
      "primary location for business",
      "lines of interest",
      "subcontractor usage",
      "equipment tools value band",
      "target effective date",
      "current carrier",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "business"
    }
  },
  "Business Insurance Quote Request :: embed": {
    "title": "Business Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Insurance client workflow — business insurance quote request.",
    "form_id": "wyG62zXnn6yTSc5W",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Business Operations Summary"
    ],
    "fields": [
      {
        "name": "First name",
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        "conditional": false
      },
      {
        "name": "Last name",
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      },
      {
        "name": "Email address",
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        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Business Operations Summary",
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        "section": "Your business",
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        "conditional": false
      },
      {
        "name": "Years in Business",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Your business",
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        "conditional": false
      },
      {
        "name": "Annual Revenue Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Location(s) for Business",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lines of Interest (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Usage",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment / Tools Value Band",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & current coverage",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "business operations summary",
      "years in business",
      "employee count",
      "annual revenue band",
      "primary location for business",
      "lines of interest",
      "subcontractor usage",
      "equipment tools value band",
      "target effective date",
      "current carrier",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "business"
    }
  },
  "Report a Claim (First Notice of Loss) :: standalone": {
    "title": "Report a Claim (First Notice of Loss)",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — report a claim (first notice of loss).",
    "form_id": "24WvDJpe8XuP4NdgK",
    "community_record": null,
    "field_count": 10,
    "required": [
      "What happened (summary)"
    ],
    "fields": [
      {
        "name": "What happened (summary)",
        "type": "textarea",
        "multi": false,
        "section": "What happened",
        "required": true,
        "conditional": false
      },
      {
        "name": "Date of loss (if known)",
        "type": "datefield",
        "multi": false,
        "section": "What happened",
        "required": false,
        "conditional": false
      },
      {
        "name": "Line(s) involved",
        "type": "dropdown",
        "multi": true,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Location of loss (if a property)",
        "type": "textarea",
        "multi": false,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle(s) involved (if auto)",
        "type": "textarea",
        "multi": false,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Other parties involved (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Injured parties / claimants (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Police / incident report reference (if any)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      },
      {
        "name": "After-Hours/Emergency Contact Preference",
        "type": "dropdown",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "what happened",
      "date of loss",
      "line involved",
      "location of loss",
      "vehicle involved",
      "other parties involved",
      "injured parties claimants",
      "police incident report reference",
      "claims support preference",
      "after hours emergency contact preference"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "claim"
    }
  },
  "Report a Claim (First Notice of Loss) :: embed": {
    "title": "Report a Claim (First Notice of Loss)",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — report a claim (first notice of loss).",
    "form_id": "24WvDJpe8XuP4NdgK",
    "community_record": null,
    "field_count": 10,
    "required": [
      "What happened (summary)"
    ],
    "fields": [
      {
        "name": "What happened (summary)",
        "type": "textarea",
        "multi": false,
        "section": "What happened",
        "required": true,
        "conditional": false
      },
      {
        "name": "Date of loss (if known)",
        "type": "datefield",
        "multi": false,
        "section": "What happened",
        "required": false,
        "conditional": false
      },
      {
        "name": "Line(s) involved",
        "type": "dropdown",
        "multi": true,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Location of loss (if a property)",
        "type": "textarea",
        "multi": false,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle(s) involved (if auto)",
        "type": "textarea",
        "multi": false,
        "section": "Policy & line",
        "required": false,
        "conditional": false
      },
      {
        "name": "Other parties involved (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Injured parties / claimants (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Police / incident report reference (if any)",
        "type": "textarea",
        "multi": false,
        "section": "Parties & evidence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      },
      {
        "name": "After-Hours/Emergency Contact Preference",
        "type": "dropdown",
        "multi": false,
        "section": "How to reach you",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "what happened",
      "date of loss",
      "line involved",
      "location of loss",
      "vehicle involved",
      "other parties involved",
      "injured parties claimants",
      "police incident report reference",
      "claims support preference",
      "after hours emergency contact preference"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "claim"
    }
  },
  "Certificate of Insurance Request :: standalone": {
    "title": "Certificate of Insurance Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — certificate of insurance request.",
    "form_id": "z9EpBeiHipnsCVqi",
    "community_record": null,
    "field_count": 11,
    "required": [
      "Certificate holder(s) (name & email)"
    ],
    "fields": [
      {
        "name": "Certificate holder(s) (name & email)",
        "type": "textarea",
        "multi": false,
        "section": "Who needs the certificate",
        "required": true,
        "conditional": false
      },
      {
        "name": "Recurring or one-time?",
        "type": "radio",
        "multi": false,
        "section": "Who needs the certificate",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coverage line(s) to evidence",
        "type": "dropdown",
        "multi": true,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Required liability limit (if specified)",
        "type": "dropdown",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insureds Required",
        "type": "radio",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insured Names",
        "type": "textarea",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waiver of Subrogation Needed",
        "type": "dropdown",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contract requires AI/COI?",
        "type": "radio",
        "multi": false,
        "section": "Contract context",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project / job location (if applicable)",
        "type": "textarea",
        "multi": false,
        "section": "Contract context",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date needed by",
        "type": "datefield",
        "multi": false,
        "section": "Timing & notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "certificate holder",
      "recurring or one time",
      "coverage line to evidence",
      "required liability limit",
      "additional insureds required",
      "additional insured names",
      "waiver of subrogation needed",
      "contract requires ai coi",
      "project job location",
      "date needed by",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "certificate"
    }
  },
  "Certificate of Insurance Request :: embed": {
    "title": "Certificate of Insurance Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — certificate of insurance request.",
    "form_id": "z9EpBeiHipnsCVqi",
    "community_record": null,
    "field_count": 11,
    "required": [
      "Certificate holder(s) (name & email)"
    ],
    "fields": [
      {
        "name": "Certificate holder(s) (name & email)",
        "type": "textarea",
        "multi": false,
        "section": "Who needs the certificate",
        "required": true,
        "conditional": false
      },
      {
        "name": "Recurring or one-time?",
        "type": "radio",
        "multi": false,
        "section": "Who needs the certificate",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coverage line(s) to evidence",
        "type": "dropdown",
        "multi": true,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Required liability limit (if specified)",
        "type": "dropdown",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insureds Required",
        "type": "radio",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insured Names",
        "type": "textarea",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waiver of Subrogation Needed",
        "type": "dropdown",
        "multi": false,
        "section": "What they require",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contract requires AI/COI?",
        "type": "radio",
        "multi": false,
        "section": "Contract context",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project / job location (if applicable)",
        "type": "textarea",
        "multi": false,
        "section": "Contract context",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date needed by",
        "type": "datefield",
        "multi": false,
        "section": "Timing & notes",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Timing & notes",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "certificate holder",
      "recurring or one time",
      "coverage line to evidence",
      "required liability limit",
      "additional insureds required",
      "additional insured names",
      "waiver of subrogation needed",
      "contract requires ai coi",
      "project job location",
      "date needed by",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance-x",
      "key": "certificate"
    }
  },
  "Insurance Quote Request :: standalone": {
    "title": "Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "An independent insurance agency taking quote requests — capturing the lines of coverage a prospect wants, their intent (new, renewal, or remarketing), target effective date, and current carriers, without ever asking for policy or account numbers.",
    "form_id": "22KFncSpdnvzWXTtb",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Email address",
      "Lines of Interest (insurance)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Lines of Interest (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "What you’d like covered",
        "required": true,
        "conditional": false
      },
      {
        "name": "Policy Intent",
        "type": "dropdown",
        "multi": false,
        "section": "What you’d like covered",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "What you’d like covered",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": true
      },
      {
        "name": "Servicing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cross-Sell Interests (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Policy Intent",
        "comparison": "doesNotHaveSelected",
        "value": "New",
        "action": "show",
        "target": "Current Carrier(s) (names only)"
      }
    ],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "lines of interest",
      "policy intent",
      "target effective date",
      "current carrier",
      "servicing preference",
      "cross sell interests",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance",
      "key": "kickoff"
    }
  },
  "Insurance Quote Request :: embed": {
    "title": "Insurance Quote Request",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "An independent insurance agency taking quote requests — capturing the lines of coverage a prospect wants, their intent (new, renewal, or remarketing), target effective date, and current carriers, without ever asking for policy or account numbers.",
    "form_id": "22KFncSpdnvzWXTtb",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Email address",
      "Lines of Interest (insurance)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Lines of Interest (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "What you’d like covered",
        "required": true,
        "conditional": false
      },
      {
        "name": "Policy Intent",
        "type": "dropdown",
        "multi": false,
        "section": "What you’d like covered",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Effective Date",
        "type": "datefield",
        "multi": false,
        "section": "What you’d like covered",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Carrier(s) (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": true
      },
      {
        "name": "Servicing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cross-Sell Interests (insurance)",
        "type": "dropdown",
        "multi": true,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Policy Intent",
        "comparison": "doesNotHaveSelected",
        "value": "New",
        "action": "show",
        "target": "Current Carrier(s) (names only)"
      }
    ],
    "tags": [
      "insurance",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "lines of interest",
      "policy intent",
      "target effective date",
      "current carrier",
      "servicing preference",
      "cross sell interests",
      "insurance notes"
    ],
    "source": {
      "niche": "insurance",
      "key": "kickoff"
    }
  },
  "Coverage Targets & Current Policy :: standalone": {
    "title": "Coverage Targets & Current Policy",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — coverage targets & current policy.",
    "form_id": "w4SjFmtbvbWBN9A8",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Primary Liability Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Umbrella/Excess Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Deductible Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coverage Enhancements Sought",
        "type": "dropdown",
        "multi": true,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Policy Number(s) (optional)",
        "type": "textfield",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Premium (annual est.)",
        "type": "number",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Prior Coverage Lapse (36 mo.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Remarketing Permission (renewal)",
        "type": "radio",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Billing Plan Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (insurance)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Certificates of Insurance Needed",
        "type": "radio",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI Holder List (names/emails)",
        "type": "textarea",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insureds Required",
        "type": "radio",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insured Names",
        "type": "textarea",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waiver of Subrogation Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "primary liability limit target",
      "umbrella excess limit target",
      "primary deductible preference",
      "coverage enhancements sought",
      "current policy number",
      "current premium",
      "prior coverage lapse",
      "remarketing permission",
      "billing plan preference",
      "payment method preference",
      "certificates of insurance needed",
      "coi holder list",
      "additional insureds required",
      "additional insured names"
    ],
    "source": {
      "niche": "insurance",
      "key": "coverage"
    }
  },
  "Coverage Targets & Current Policy :: embed": {
    "title": "Coverage Targets & Current Policy",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — coverage targets & current policy.",
    "form_id": "w4SjFmtbvbWBN9A8",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Primary Liability Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Umbrella/Excess Limit Target",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Deductible Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Coverage Enhancements Sought",
        "type": "dropdown",
        "multi": true,
        "section": "Coverage targets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Policy Number(s) (optional)",
        "type": "textfield",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Current Premium (annual est.)",
        "type": "number",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Prior Coverage Lapse (36 mo.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Remarketing Permission (renewal)",
        "type": "radio",
        "multi": false,
        "section": "Your current policy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Billing Plan Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Method Preference (insurance)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Certificates of Insurance Needed",
        "type": "radio",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI Holder List (names/emails)",
        "type": "textarea",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insureds Required",
        "type": "radio",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Additional Insured Names",
        "type": "textarea",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      },
      {
        "name": "Waiver of Subrogation Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Certificates & additional insureds",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "primary liability limit target",
      "umbrella excess limit target",
      "primary deductible preference",
      "coverage enhancements sought",
      "current policy number",
      "current premium",
      "prior coverage lapse",
      "remarketing permission",
      "billing plan preference",
      "payment method preference",
      "certificates of insurance needed",
      "coi holder list",
      "additional insureds required",
      "additional insured names"
    ],
    "source": {
      "niche": "insurance",
      "key": "coverage"
    }
  },
  "Risk, Claims & Loss History :: standalone": {
    "title": "Risk, Claims & Loss History",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — risk, claims & loss history.",
    "form_id": "25pbJhzKS5NVtp1Nf",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Claims in Last 5 Years (count)",
        "type": "number",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Summary (last 5 years)",
        "type": "textarea",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loss Runs Status",
        "type": "dropdown",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Underwriting Questions Outstanding",
        "type": "textarea",
        "multi": false,
        "section": "Underwriting questions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Bind Inspection Required",
        "type": "dropdown",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Scheduled Date",
        "type": "datefield",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Outcome (summary)",
        "type": "textarea",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Quote Status (insurance)",
        "type": "dropdown",
        "multi": false,
        "section": "Quote & carrier status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Carrier Appetite Notes",
        "type": "textarea",
        "multi": false,
        "section": "Quote & carrier status",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "claims in last 5 years",
      "claims summary",
      "loss runs status",
      "underwriting questions outstanding",
      "pre bind inspection required",
      "inspection scheduled date",
      "inspection outcome",
      "quote status",
      "carrier appetite notes"
    ],
    "source": {
      "niche": "insurance",
      "key": "claims"
    }
  },
  "Risk, Claims & Loss History :: embed": {
    "title": "Risk, Claims & Loss History",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — risk, claims & loss history.",
    "form_id": "25pbJhzKS5NVtp1Nf",
    "community_record": null,
    "field_count": 9,
    "required": [],
    "fields": [
      {
        "name": "Claims in Last 5 Years (count)",
        "type": "number",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Summary (last 5 years)",
        "type": "textarea",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Loss Runs Status",
        "type": "dropdown",
        "multi": false,
        "section": "Claims history",
        "required": false,
        "conditional": false
      },
      {
        "name": "Underwriting Questions Outstanding",
        "type": "textarea",
        "multi": false,
        "section": "Underwriting questions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Bind Inspection Required",
        "type": "dropdown",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Scheduled Date",
        "type": "datefield",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Outcome (summary)",
        "type": "textarea",
        "multi": false,
        "section": "Pre-bind inspection",
        "required": false,
        "conditional": false
      },
      {
        "name": "Quote Status (insurance)",
        "type": "dropdown",
        "multi": false,
        "section": "Quote & carrier status",
        "required": false,
        "conditional": false
      },
      {
        "name": "Carrier Appetite Notes",
        "type": "textarea",
        "multi": false,
        "section": "Quote & carrier status",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "claims in last 5 years",
      "claims summary",
      "loss runs status",
      "underwriting questions outstanding",
      "pre bind inspection required",
      "inspection scheduled date",
      "inspection outcome",
      "quote status",
      "carrier appetite notes"
    ],
    "source": {
      "niche": "insurance",
      "key": "claims"
    }
  },
  "Property, Auto & Home Risk Profile :: standalone": {
    "title": "Property, Auto & Home Risk Profile",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — property, auto & home risk profile.",
    "form_id": "2uxk5HSVzHfgjY9jv",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Property Locations to Insure",
        "type": "textarea",
        "multi": false,
        "section": "Property locations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Construction Type",
        "type": "dropdown",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Year (est.)",
        "type": "textfield",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Material",
        "type": "dropdown",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Square Footage (est.)",
        "type": "number",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protection Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catastrophe Exposure Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Driver Roster (names/license state)",
        "type": "textarea",
        "multi": false,
        "section": "Auto",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle Roster Summary",
        "type": "textarea",
        "multi": false,
        "section": "Auto",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mortgagee / Lienholder Names",
        "type": "textarea",
        "multi": false,
        "section": "Interested parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Landlord/Property Manager (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Interested parties",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "property locations to insure",
      "home construction type",
      "roof year",
      "roof material",
      "home square footage",
      "protection features",
      "catastrophe exposure flags",
      "driver roster",
      "vehicle roster summary",
      "mortgagee lienholder names",
      "landlord property manager"
    ],
    "source": {
      "niche": "insurance",
      "key": "property"
    }
  },
  "Property, Auto & Home Risk Profile :: embed": {
    "title": "Property, Auto & Home Risk Profile",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — property, auto & home risk profile.",
    "form_id": "2uxk5HSVzHfgjY9jv",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Property Locations to Insure",
        "type": "textarea",
        "multi": false,
        "section": "Property locations",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Construction Type",
        "type": "dropdown",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Year (est.)",
        "type": "textfield",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Roof Material",
        "type": "dropdown",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Home Square Footage (est.)",
        "type": "number",
        "multi": false,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Protection Features (home)",
        "type": "dropdown",
        "multi": true,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Catastrophe Exposure Flags",
        "type": "dropdown",
        "multi": true,
        "section": "Home details",
        "required": false,
        "conditional": false
      },
      {
        "name": "Driver Roster (names/license state)",
        "type": "textarea",
        "multi": false,
        "section": "Auto",
        "required": false,
        "conditional": false
      },
      {
        "name": "Vehicle Roster Summary",
        "type": "textarea",
        "multi": false,
        "section": "Auto",
        "required": false,
        "conditional": false
      },
      {
        "name": "Mortgagee / Lienholder Names",
        "type": "textarea",
        "multi": false,
        "section": "Interested parties",
        "required": false,
        "conditional": false
      },
      {
        "name": "Landlord/Property Manager (name/contact)",
        "type": "textarea",
        "multi": false,
        "section": "Interested parties",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "property locations to insure",
      "home construction type",
      "roof year",
      "roof material",
      "home square footage",
      "protection features",
      "catastrophe exposure flags",
      "driver roster",
      "vehicle roster summary",
      "mortgagee lienholder names",
      "landlord property manager"
    ],
    "source": {
      "niche": "insurance",
      "key": "property"
    }
  },
  "Commercial, Cyber & Life Risk Profile :: standalone": {
    "title": "Commercial, Cyber & Life Risk Profile",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — commercial, cyber & life risk profile.",
    "form_id": "23RvqG1Y9TxENqXwF",
    "community_record": null,
    "field_count": 18,
    "required": [],
    "fields": [
      {
        "name": "Business Operations Summary",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Years in Business",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Annual Revenue Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Location(s) for Business",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Property Details (commercial)",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment / Tools Value Band",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Business Interruption Exposure",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contracts Requiring AI/COI",
        "type": "radio",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Usage",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Insurance Requirements",
        "type": "dropdown",
        "multi": true,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Data/Security Controls Snapshot",
        "type": "dropdown",
        "multi": true,
        "section": "Cyber & data",
        "required": false,
        "conditional": false
      },
      {
        "name": "PII/Payment Data Handled",
        "type": "dropdown",
        "multi": true,
        "section": "Cyber & data",
        "required": false,
        "conditional": false
      },
      {
        "name": "Professional Services Provided",
        "type": "textarea",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Plan Preference (high-level)",
        "type": "dropdown",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Life Insurance Purpose",
        "type": "dropdown",
        "multi": true,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Estimated Coverage Amount (life)",
        "type": "dropdown",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Beneficiary Info (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "business operations summary",
      "years in business",
      "employee count",
      "annual revenue band",
      "primary location for business",
      "property details",
      "equipment tools value band",
      "business interruption exposure",
      "contracts requiring ai coi",
      "subcontractor usage",
      "subcontractor insurance requirements",
      "data security controls snapshot",
      "pii payment data handled",
      "professional services provided"
    ],
    "source": {
      "niche": "insurance",
      "key": "commercial"
    }
  },
  "Commercial, Cyber & Life Risk Profile :: embed": {
    "title": "Commercial, Cyber & Life Risk Profile",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — commercial, cyber & life risk profile.",
    "form_id": "23RvqG1Y9TxENqXwF",
    "community_record": null,
    "field_count": 18,
    "required": [],
    "fields": [
      {
        "name": "Business Operations Summary",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Years in Business",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Employee Count (approx.)",
        "type": "number",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Annual Revenue Band (est.)",
        "type": "dropdown",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary Location(s) for Business",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Property Details (commercial)",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Equipment / Tools Value Band",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Business Interruption Exposure",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contracts Requiring AI/COI",
        "type": "radio",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Usage",
        "type": "dropdown",
        "multi": false,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subcontractor Insurance Requirements",
        "type": "dropdown",
        "multi": true,
        "section": "Exposures & contractors",
        "required": false,
        "conditional": false
      },
      {
        "name": "Data/Security Controls Snapshot",
        "type": "dropdown",
        "multi": true,
        "section": "Cyber & data",
        "required": false,
        "conditional": false
      },
      {
        "name": "PII/Payment Data Handled",
        "type": "dropdown",
        "multi": true,
        "section": "Cyber & data",
        "required": false,
        "conditional": false
      },
      {
        "name": "Professional Services Provided",
        "type": "textarea",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Plan Preference (high-level)",
        "type": "dropdown",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Life Insurance Purpose",
        "type": "dropdown",
        "multi": true,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Estimated Coverage Amount (life)",
        "type": "dropdown",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      },
      {
        "name": "Beneficiary Info (names only)",
        "type": "textarea",
        "multi": false,
        "section": "Professional, health & life",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "business operations summary",
      "years in business",
      "employee count",
      "annual revenue band",
      "primary location for business",
      "property details",
      "equipment tools value band",
      "business interruption exposure",
      "contracts requiring ai coi",
      "subcontractor usage",
      "subcontractor insurance requirements",
      "data security controls snapshot",
      "pii payment data handled",
      "professional services provided"
    ],
    "source": {
      "niche": "insurance",
      "key": "commercial"
    }
  },
  "Policy Setup, Servicing & Renewal :: standalone": {
    "title": "Policy Setup, Servicing & Renewal",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Insurance client workflow — policy setup, servicing & renewal.",
    "form_id": "2vrKdfd8zJ4vFbkMG",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Broker of Record (BOR) Letter Status",
        "type": "dropdown",
        "multi": false,
        "section": "Broker of record",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Claims Contact (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "After-Hours/Emergency Contact Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Renewal Review Month",
        "type": "dropdown",
        "multi": false,
        "section": "Renewal",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "broker of record letter status",
      "claims support preference",
      "preferred claims contact",
      "after hours emergency contact preference",
      "renewal review month"
    ],
    "source": {
      "niche": "insurance",
      "key": "policy"
    }
  },
  "Policy Setup, Servicing & Renewal :: embed": {
    "title": "Policy Setup, Servicing & Renewal",
    "asset_type": "form",
    "niche": "Insurance",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Insurance client workflow — policy setup, servicing & renewal.",
    "form_id": "2vrKdfd8zJ4vFbkMG",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Broker of Record (BOR) Letter Status",
        "type": "dropdown",
        "multi": false,
        "section": "Broker of record",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claims Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Claims Contact (reference)",
        "type": "textfield",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "After-Hours/Emergency Contact Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Servicing & claims",
        "required": false,
        "conditional": false
      },
      {
        "name": "Renewal Review Month",
        "type": "dropdown",
        "multi": false,
        "section": "Renewal",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "insurance",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "broker of record letter status",
      "claims support preference",
      "preferred claims contact",
      "after hours emergency contact preference",
      "renewal review month"
    ],
    "source": {
      "niche": "insurance",
      "key": "policy"
    }
  },
  "Free Case Evaluation Request :: standalone": {
    "title": "Free Case Evaluation Request",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Legal client workflow — free case evaluation request.",
    "form_id": "22MEgwConNRdzJ4CJ",
    "community_record": null,
    "field_count": 9,
    "required": [
      "Email address",
      "Matter Type (legal)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Matter Type (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role in Matter",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Stage (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Timing & contact",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Timing & contact",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "matter type",
      "client role in matter",
      "facts summary",
      "desired outcome",
      "matter stage",
      "privilege confidentiality channel"
    ],
    "source": {
      "niche": "legal-x",
      "key": "consult"
    }
  },
  "Free Case Evaluation Request :: embed": {
    "title": "Free Case Evaluation Request",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Legal client workflow — free case evaluation request.",
    "form_id": "22MEgwConNRdzJ4CJ",
    "community_record": null,
    "field_count": 9,
    "required": [
      "Email address",
      "Matter Type (legal)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Matter Type (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role in Matter",
        "type": "dropdown",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "Your situation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Matter Stage (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "Timing & contact",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Timing & contact",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "matter type",
      "client role in matter",
      "facts summary",
      "desired outcome",
      "matter stage",
      "privilege confidentiality channel"
    ],
    "source": {
      "niche": "legal-x",
      "key": "consult"
    }
  },
  "Estate Planning & Wills Questionnaire :: standalone": {
    "title": "Estate Planning & Wills Questionnaire",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Legal client workflow — estate planning & wills questionnaire.",
    "form_id": "22LwZ71SqMbpbNoo9",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Desired Outcome (client-stated)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Capacity / Representation Role",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Representation Scope (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (strategy)",
        "type": "dropdown",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Third-Party Stakeholders",
        "type": "textarea",
        "multi": false,
        "section": "People in your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Names for Conflicts Screening (legal)",
        "type": "textarea",
        "multi": false,
        "section": "People in your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Confidential Handling Instructions (case)",
        "type": "textarea",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "capacity representation role",
      "representation scope",
      "desired outcome",
      "facts summary",
      "risk tolerance",
      "third party stakeholders",
      "names for conflicts screening",
      "privilege confidentiality channel",
      "confidential handling instructions"
    ],
    "source": {
      "niche": "legal-x",
      "key": "estateplan"
    }
  },
  "Estate Planning & Wills Questionnaire :: embed": {
    "title": "Estate Planning & Wills Questionnaire",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Legal client workflow — estate planning & wills questionnaire.",
    "form_id": "22LwZ71SqMbpbNoo9",
    "community_record": null,
    "field_count": 12,
    "required": [
      "Email address",
      "Desired Outcome (client-stated)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Capacity / Representation Role",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Representation Scope (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": true,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (strategy)",
        "type": "dropdown",
        "multi": false,
        "section": "Your goals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Third-Party Stakeholders",
        "type": "textarea",
        "multi": false,
        "section": "People in your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Names for Conflicts Screening (legal)",
        "type": "textarea",
        "multi": false,
        "section": "People in your plan",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Confidential Handling Instructions (case)",
        "type": "textarea",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "capacity representation role",
      "representation scope",
      "desired outcome",
      "facts summary",
      "risk tolerance",
      "third party stakeholders",
      "names for conflicts screening",
      "privilege confidentiality channel",
      "confidential handling instructions"
    ],
    "source": {
      "niche": "legal-x",
      "key": "estateplan"
    }
  },
  "Personal Injury & Accident Claim Intake :: standalone": {
    "title": "Personal Injury & Accident Claim Intake",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "Legal client workflow — personal injury & accident claim intake.",
    "form_id": "unJg9GutX7giLxEY",
    "community_record": null,
    "field_count": 16,
    "required": [
      "Email address",
      "Client Role in Matter",
      "Facts Summary (legal)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role in Matter",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Matter Type (legal)",
        "type": "dropdown",
        "multi": false,
        "section": "About you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Facts Summary (legal)",
        "type": "textarea",
        "multi": false,
        "section": "The incident",
        "required": true,
        "conditional": false
      },
      {
        "name": "Desired Outcome (client-stated)",
        "type": "textarea",
        "multi": false,
        "section": "The incident",
        "required": false,
        "conditional": false
      },
      {
        "name": "Amount in Controversy (est.)",
        "type": "number",
        "multi": false,
        "section": "The incident",
        "required": false,
        "conditional": false
      },
      {
        "name": "Adverse Party Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties & insurance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurance Involved (claim)",
        "type": "dropdown",
        "multi": false,
        "section": "Other parties & insurance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Insurer Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties & insurance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Claim Number(s) (if any)",
        "type": "textfield",
        "multi": false,
        "section": "Other parties & insurance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Evidence Sources (initial)",
        "type": "dropdown",
        "multi": true,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "Witness List (initial)",
        "type": "textarea",
        "multi": false,
        "section": "Evidence & witnesses",
        "required": false,
        "conditional": false
      },
      {
        "name": "ADR Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "legal",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role in matter",
      "matter type",
      "facts summary",
      "desired outcome",
      "amount in controversy",
      "adverse party name",
      "insurance involved",
      "insurer name",
      "claim number",
      "evidence sources",
      "witness list"
    ],
    "source": {
      "niche": "legal-x",
      "key": "injury"
    }
  },
  "Personal Injury & Accident Claim Intake :: embed": {
    "title": "Personal Injury & Accident Claim Intake",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "Legal client workflow — personal injury & accident claim intake.",
    "form_id": "unJg9GutX7giLxEY",
    "community_record": null,
    "field_count": 16,
    "required": [
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      "Client Role in Matter",
      "Facts Summary (legal)"
    ],
    "fields": [
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        "conditional": false
      },
      {
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      },
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      },
      {
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        "section": "The incident",
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      },
      {
        "name": "Desired Outcome (client-stated)",
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        "section": "The incident",
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        "conditional": false
      },
      {
        "name": "Amount in Controversy (est.)",
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        "multi": false,
        "section": "The incident",
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        "conditional": false
      },
      {
        "name": "Adverse Party Name(s)",
        "type": "textarea",
        "multi": false,
        "section": "Other parties & insurance",
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        "conditional": false
      },
      {
        "name": "Insurance Involved (claim)",
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        "multi": false,
        "section": "Other parties & insurance",
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        "conditional": false
      },
      {
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        "multi": false,
        "section": "Other parties & insurance",
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        "conditional": false
      },
      {
        "name": "Claim Number(s) (if any)",
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        "section": "Other parties & insurance",
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      },
      {
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        "section": "Evidence & witnesses",
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        "conditional": false
      },
      {
        "name": "Witness List (initial)",
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        "section": "Evidence & witnesses",
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      },
      {
        "name": "ADR Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Working together",
        "required": false,
        "conditional": false
      },
      {
        "name": "Privilege / Confidentiality Channel",
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      }
    ],
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      "evidence sources",
      "witness list"
    ],
    "source": {
      "niche": "legal-x",
      "key": "injury"
    }
  },
  "Conflict of Interest & New-Matter Clearance :: standalone": {
    "title": "Conflict of Interest & New-Matter Clearance",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — conflict of interest & new-matter clearance.",
    "form_id": "22Lk2U9Kkbjia98u3",
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    "field_count": 10,
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    "fields": [
      {
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        "section": "Parties to screen",
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      },
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      },
      {
        "name": "Third-Party Stakeholders",
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        "section": "Parties to screen",
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      },
      {
        "name": "Names for Conflicts Screening (legal)",
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        "section": "Parties to screen",
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        "conditional": false
      },
      {
        "name": "Legal Conflict Check Status",
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        "multi": false,
        "section": "Clearance & authority",
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        "conditional": false
      },
      {
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        "section": "Clearance & authority",
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    ],
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      "names for conflicts screening",
      "legal conflict check status",
      "engagement authority confirmed"
    ],
    "source": {
      "niche": "legal-x",
      "key": "conflicts"
    }
  },
  "Conflict of Interest & New-Matter Clearance :: embed": {
    "title": "Conflict of Interest & New-Matter Clearance",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Legal client workflow — conflict of interest & new-matter clearance.",
    "form_id": "22Lk2U9Kkbjia98u3",
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    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Matter Name / Working Title",
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        "conditional": false
      },
      {
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      },
      {
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      },
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        "section": "Parties to screen",
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      {
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      },
      {
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        "section": "Parties to screen",
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      },
      {
        "name": "Names for Conflicts Screening (legal)",
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        "section": "Parties to screen",
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        "conditional": false
      },
      {
        "name": "Legal Conflict Check Status",
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        "section": "Clearance & authority",
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      },
      {
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        "section": "Clearance & authority",
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      }
    ],
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      "names for conflicts screening",
      "legal conflict check status",
      "engagement authority confirmed"
    ],
    "source": {
      "niche": "legal-x",
      "key": "conflicts"
    }
  },
  "Matter Close-Out, Resolution & Referral :: standalone": {
    "title": "Matter Close-Out, Resolution & Referral",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Legal client workflow — matter close-out, resolution & referral.",
    "form_id": "2vsc8VDToouG5LuBC",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Matter Close Reason",
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      },
      {
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      },
      {
        "name": "Outcome vs. client goal",
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      },
      {
        "name": "File Retention Term (legal)",
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        "section": "File disposition",
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      },
      {
        "name": "File Destruction Eligible Date (legal)",
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      },
      {
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      },
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        "section": "Referral & follow-up",
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      },
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    ],
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      "final handling notes"
    ],
    "source": {
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      "key": "closeout"
    }
  },
  "Matter Close-Out, Resolution & Referral :: embed": {
    "title": "Matter Close-Out, Resolution & Referral",
    "asset_type": "form",
    "niche": "Legal",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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      },
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      {
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      },
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      },
      {
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      },
      {
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    ],
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      "final handling notes"
    ],
    "source": {
      "niche": "legal-x",
      "key": "closeout"
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  },
  "New Marketing Engagement Inquiry :: standalone": {
    "title": "New Marketing Engagement Inquiry",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A marketing/SEO agency opening a growth engagement — capturing which channels the client wants to grow, their 12-month goal, peak season, promotional events, and discount policy to shape a plan from day one.",
    "form_id": "2uy3GPDtzET45hwQ7",
    "community_record": null,
    "field_count": 8,
    "required": [
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      "Engagement Focus (Marketing)"
    ],
    "fields": [
      {
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        "multi": false,
        "section": "About you",
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        "conditional": false
      },
      {
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      },
      {
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        "required": true,
        "conditional": false
      },
      {
        "name": "Engagement Focus (Marketing)",
        "type": "dropdown",
        "multi": true,
        "section": "What you want to grow",
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        "conditional": false
      },
      {
        "name": "12-Month Marketing Goal Statement",
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        "multi": false,
        "section": "What you want to grow",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seasonality / Peak Months",
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        "multi": true,
        "section": "Your calendar & offers",
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      },
      {
        "name": "Key Promotional Events",
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        "section": "Your calendar & offers",
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      },
      {
        "name": "Discount / Offer Policy Notes",
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        "section": "Your calendar & offers",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "seasonality peak months",
      "key promotional events",
      "discount offer policy notes"
    ],
    "source": {
      "niche": "marketing",
      "key": "kickoff"
    }
  },
  "New Marketing Engagement Inquiry :: embed": {
    "title": "New Marketing Engagement Inquiry",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A marketing/SEO agency opening a growth engagement — capturing which channels the client wants to grow, their 12-month goal, peak season, promotional events, and discount policy to shape a plan from day one.",
    "form_id": "2uy3GPDtzET45hwQ7",
    "community_record": null,
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    "required": [
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    ],
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      {
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      {
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        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
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        "section": "About you",
        "required": true,
        "conditional": false
      },
      {
        "name": "Engagement Focus (Marketing)",
        "type": "dropdown",
        "multi": true,
        "section": "What you want to grow",
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        "conditional": false
      },
      {
        "name": "12-Month Marketing Goal Statement",
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        "section": "What you want to grow",
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        "conditional": false
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      {
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        "multi": true,
        "section": "Your calendar & offers",
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        "conditional": false
      },
      {
        "name": "Key Promotional Events",
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        "multi": false,
        "section": "Your calendar & offers",
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        "conditional": false
      },
      {
        "name": "Discount / Offer Policy Notes",
        "type": "textarea",
        "multi": false,
        "section": "Your calendar & offers",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "engagement focus",
      "12 month marketing goal statement",
      "seasonality peak months",
      "key promotional events",
      "discount offer policy notes"
    ],
    "source": {
      "niche": "marketing",
      "key": "kickoff"
    }
  },
  "Paid Media & Ad Account Setup :: standalone": {
    "title": "Paid Media & Ad Account Setup",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Marketing / SEO client workflow — paid media & ad account setup.",
    "form_id": "2qNftHrkm2DkiDMoi",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Monthly Ad Spend Cap",
        "type": "number",
        "multi": false,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Paid Channels",
        "type": "dropdown",
        "multi": true,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Geo-Targets for Ads",
        "type": "textarea",
        "multi": false,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Negative Keywords (seed)",
        "type": "textarea",
        "multi": false,
        "section": "Keyword guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Brand-Restricted Keywords",
        "type": "textarea",
        "multi": false,
        "section": "Keyword guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Competitor Exclusions (ads)",
        "type": "textarea",
        "multi": false,
        "section": "Keyword guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Creative Tone & Voice",
        "type": "textfield",
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        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Advertising Disclaimers Required",
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        "multi": true,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compliance Topics to Avoid (ads)",
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        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Approved Claims / Phrases",
        "type": "textarea",
        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ads/Content Approver (client)",
        "type": "textfield",
        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "seo",
      "active",
      "intake",
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      "auth-only",
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      "monthly ad spend cap",
      "preferred paid channels",
      "geo targets for ads",
      "negative keywords",
      "brand restricted keywords",
      "competitor exclusions",
      "ad creative tone voice",
      "advertising disclaimers required",
      "compliance topics to avoid",
      "pre approved claims phrases",
      "ads content approver"
    ],
    "source": {
      "niche": "marketing",
      "key": "paid"
    }
  },
  "Paid Media & Ad Account Setup :: embed": {
    "title": "Paid Media & Ad Account Setup",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
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    "use_case": "Marketing / SEO client workflow — paid media & ad account setup.",
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    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Monthly Ad Spend Cap",
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        "multi": false,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Paid Channels",
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        "multi": true,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Geo-Targets for Ads",
        "type": "textarea",
        "multi": false,
        "section": "Budget & channels",
        "required": false,
        "conditional": false
      },
      {
        "name": "Negative Keywords (seed)",
        "type": "textarea",
        "multi": false,
        "section": "Keyword guardrails",
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        "conditional": false
      },
      {
        "name": "Brand-Restricted Keywords",
        "type": "textarea",
        "multi": false,
        "section": "Keyword guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Competitor Exclusions (ads)",
        "type": "textarea",
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        "section": "Keyword guardrails",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ad Creative Tone & Voice",
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        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Advertising Disclaimers Required",
        "type": "dropdown",
        "multi": true,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Compliance Topics to Avoid (ads)",
        "type": "textarea",
        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Approved Claims / Phrases",
        "type": "textarea",
        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Ads/Content Approver (client)",
        "type": "textfield",
        "multi": false,
        "section": "Creative & compliance",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "marketing",
      "seo",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "monthly ad spend cap",
      "preferred paid channels",
      "geo targets for ads",
      "negative keywords",
      "brand restricted keywords",
      "competitor exclusions",
      "ad creative tone voice",
      "advertising disclaimers required",
      "compliance topics to avoid",
      "pre approved claims phrases",
      "ads content approver"
    ],
    "source": {
      "niche": "marketing",
      "key": "paid"
    }
  },
  "SEO, Local & Content Setup :: standalone": {
    "title": "SEO, Local & Content Setup",
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    "form_type": "update",
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    "use_case": "Marketing / SEO client workflow — seo, local & content setup.",
    "form_id": "25oodUL14ybF2TMTb",
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      {
        "name": "Google Business Profile URL",
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        "conditional": false
      },
      {
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        "conditional": false
      },
      {
        "name": "GBP Service Areas",
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        "section": "Local presence",
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        "conditional": false
      },
      {
        "name": "Local Citations Priority",
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        "multi": true,
        "section": "Local presence",
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        "conditional": false
      },
      {
        "name": "Review Rating Target (stars)",
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        "multi": false,
        "section": "Reviews",
        "required": false,
        "conditional": false
      },
      {
        "name": "Review Request Approach",
        "type": "dropdown",
        "multi": false,
        "section": "Reviews",
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        "conditional": false
      },
      {
        "name": "Content Pillars (initial)",
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        "multi": false,
        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "Topic Cluster Ideas",
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        "multi": false,
        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "SERP Feature Targets",
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        "multi": true,
        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "Schema Markup Targets",
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        "multi": true,
        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "Editorial Calendar Link",
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        "multi": false,
        "section": "Editorial workflow",
        "required": false,
        "conditional": false
      },
      {
        "name": "Content Approval SLA (days)",
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        "multi": false,
        "section": "Editorial workflow",
        "required": false,
        "conditional": false
      },
      {
        "name": "Subject Matter Experts (content)",
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        "required": false,
        "conditional": false
      },
      {
        "name": "Voice & Tone Keywords",
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        "required": false,
        "conditional": false
      },
      {
        "name": "Style Reference Links",
        "type": "textarea",
        "multi": false,
        "section": "Editorial workflow",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "marketing",
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      "gbp primary category",
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      "review rating target",
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      "content pillars",
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      "serp feature targets",
      "schema markup targets",
      "editorial calendar link",
      "content approval sla",
      "subject matter experts",
      "voice tone keywords"
    ],
    "source": {
      "niche": "marketing",
      "key": "seo"
    }
  },
  "SEO, Local & Content Setup :: embed": {
    "title": "SEO, Local & Content Setup",
    "asset_type": "form",
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    "goal": "intake",
    "form_type": "update",
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        "multi": true,
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        "conditional": false
      },
      {
        "name": "Review Rating Target (stars)",
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        "section": "Reviews",
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        "conditional": false
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      {
        "name": "Review Request Approach",
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        "multi": false,
        "section": "Reviews",
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        "conditional": false
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      {
        "name": "Content Pillars (initial)",
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      {
        "name": "Topic Cluster Ideas",
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        "multi": false,
        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "SERP Feature Targets",
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        "section": "Content strategy",
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        "conditional": false
      },
      {
        "name": "Schema Markup Targets",
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        "multi": true,
        "section": "Content strategy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Editorial Calendar Link",
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        "multi": false,
        "section": "Editorial workflow",
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        "conditional": false
      },
      {
        "name": "Content Approval SLA (days)",
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        "conditional": false
      },
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      },
      {
        "name": "Voice & Tone Keywords",
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      },
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        "name": "Style Reference Links",
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    ],
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      "marketing",
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      "voice tone keywords"
    ],
    "source": {
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  },
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    "title": "Link Building & Off-Page Setup",
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    "niche": "Marketing / SEO",
    "lifecycle": "active",
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    "form_type": "update",
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    "use_case": "Marketing / SEO client workflow — link building & off-page setup.",
    "form_id": "2rUgvuHvs6mvdN7dG",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Backlink Outreach Approval",
        "type": "radio",
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        "section": "Approach & risk",
        "required": false,
        "conditional": false
      },
      {
        "name": "Link Risk Tolerance",
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        "multi": false,
        "section": "Approach & risk",
        "required": false,
        "conditional": false
      },
      {
        "name": "Backlink Prospect Types",
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        "multi": true,
        "section": "Sources & budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Backlink Budget (monthly)",
        "type": "number",
        "multi": false,
        "section": "Sources & budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Backlink Target URL(s) (initial)",
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        "multi": false,
        "section": "Sources & budget",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "marketing",
      "seo",
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      "auth-only",
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      "backlink outreach approval",
      "link risk tolerance",
      "backlink prospect types",
      "backlink budget",
      "backlink target url"
    ],
    "source": {
      "niche": "marketing",
      "key": "links"
    }
  },
  "Link Building & Off-Page Setup :: embed": {
    "title": "Link Building & Off-Page Setup",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
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        "name": "Backlink Outreach Approval",
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      },
      {
        "name": "Link Risk Tolerance",
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      {
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      {
        "name": "Backlink Budget (monthly)",
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        "section": "Sources & budget",
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      },
      {
        "name": "Backlink Target URL(s) (initial)",
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    ],
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      "backlink budget",
      "backlink target url"
    ],
    "source": {
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    }
  },
  "Analytics, Tracking & CRO Setup :: standalone": {
    "title": "Analytics, Tracking & CRO Setup",
    "asset_type": "form",
    "niche": "Marketing / SEO",
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    "goal": "intake",
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      {
        "name": "Primary KPI Dashboard Link",
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        "conditional": false
      },
      {
        "name": "UTM Naming Convention",
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        "conditional": false
      },
      {
        "name": "Conversion Value Mapping",
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        "conditional": false
      },
      {
        "name": "Call Tracking Provider",
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        "section": "Call tracking",
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        "conditional": false
      },
      {
        "name": "Call Tracking Numbers",
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        "multi": false,
        "section": "Call tracking",
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        "conditional": false
      },
      {
        "name": "A/B Testing Platform",
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        "multi": false,
        "section": "Testing & CRO",
        "required": false,
        "conditional": false
      },
      {
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        "multi": false,
        "section": "Testing & CRO",
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        "conditional": false
      },
      {
        "name": "CRO Hypotheses (initial)",
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      "form abandonment follow up allowed"
    ],
    "source": {
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  },
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    "niche": "Marketing / SEO",
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      {
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        "section": "Call tracking",
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      {
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    ],
    "source": {
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  },
  "Social, Lead-Gen & Lifecycle Setup :: standalone": {
    "title": "Social, Lead-Gen & Lifecycle Setup",
    "asset_type": "form",
    "niche": "Marketing / SEO",
    "lifecycle": "active",
    "goal": "intake",
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    "access": "auth-only",
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    "form_id": "23cqVC2LdqJvPSb8t",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Primary Content Distribution Channels",
        "type": "dropdown",
        "multi": true,
        "section": "Social presence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Social Posting Cadence Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Social presence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Social Listening Keywords",
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        "section": "Social presence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Community Management Window",
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        "multi": false,
        "section": "Social presence",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email List Size (approx.)",
        "type": "dropdown",
        "multi": false,
        "section": "Audiences & qualification",
        "required": false,
        "conditional": false
      },
      {
        "name": "SMS List Size (approx.)",
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        "multi": false,
        "section": "Audiences & qualification",
        "required": false,
        "conditional": false
      },
      {
        "name": "Target Segments for Campaigns",
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        "section": "Audiences & qualification",
        "required": false,
        "conditional": false
      },
      {
        "name": "MQL Criteria (client-defined)",
        "type": "textarea",
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        "section": "Audiences & qualification",
        "required": false,
        "conditional": false
      },
      {
        "name": "SQL Handoff Criteria (client-defined)",
        "type": "textarea",
        "multi": false,
        "section": "Audiences & qualification",
        "required": false,
        "conditional": false
      },
      {
        "name": "Marketing Automation Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Automation & nurture",
        "required": false,
        "conditional": false
      },
      {
        "name": "Webinar / Live Event Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Automation & nurture",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Magnet Asset(s)",
        "type": "textarea",
        "multi": false,
        "section": "Automation & nurture",
        "required": false,
        "conditional": false
      },
      {
        "name": "Nurture Sequence Link(s)",
        "type": "textarea",
        "multi": false,
        "section": "Automation & nurture",
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        "conditional": false
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    ],
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      "lead magnet asset",
      "nurture sequence link"
    ],
    "source": {
      "niche": "marketing",
      "key": "leadgen"
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  },
  "Social, Lead-Gen & Lifecycle Setup :: embed": {
    "title": "Social, Lead-Gen & Lifecycle Setup",
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      {
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      },
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        "section": "Audiences & qualification",
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        "conditional": false
      },
      {
        "name": "Marketing Automation Platform",
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      },
      {
        "name": "Lead Magnet Asset(s)",
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        "multi": false,
        "section": "Automation & nurture",
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        "name": "Nurture Sequence Link(s)",
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    ],
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    "source": {
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  },
  "Get Involved & Support Our Mission :: standalone": {
    "title": "Get Involved & Support Our Mission",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "onboarding",
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    "use_case": "A nonprofit inviting supporters to get involved — collecting who they are, the causes and roles they care about, and how they’d like to give, volunteer, or attend.",
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      {
        "name": "Site Visit / Program Tour Interest",
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        "conditional": false
      },
      {
        "name": "Volunteer Interest Areas",
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        "multi": true,
        "section": "How you’d like to help",
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        "conditional": true
      },
      {
        "name": "Event Participation Roles (nonprofit)",
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        "multi": true,
        "section": "How you’d like to help",
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        "conditional": false
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      {
        "name": "Program Enrollment Interest (nonprofit)",
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        "section": "How you’d like to help",
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        "conditional": false
      },
      {
        "name": "Fundraising Solicitation Opt-In (nonprofit)",
        "type": "radio",
        "multi": false,
        "section": "Staying in touch",
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        "conditional": false
      },
      {
        "name": "Acknowledgment Method Preference (receipts)",
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        "multi": false,
        "section": "Staying in touch",
        "required": false,
        "conditional": false
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    ],
    "conditions": [
      {
        "when": "Contact Affiliation Type (nonprofit)",
        "comparison": "hasSelected",
        "value": "Volunteer",
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        "target": "Volunteer Interest Areas"
      },
      {
        "when": "Contact Affiliation Type (nonprofit)",
        "comparison": "hasSelected",
        "value": "Corporate partner",
        "action": "show",
        "target": "Organization Affiliation Name (nonprofit)"
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    ],
    "tags": [
      "non-profit",
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      "intake",
      "kickoff intake",
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      "first name",
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      "site visit program tour interest",
      "volunteer interest areas",
      "event participation roles",
      "program enrollment interest",
      "fundraising solicitation opt in",
      "acknowledgment method preference"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "kickoff"
    }
  },
  "Get Involved & Support Our Mission :: embed": {
    "title": "Get Involved & Support Our Mission",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "onboarding",
    "goal": "intake",
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    "deployment": "embed",
    "use_case": "A nonprofit inviting supporters to get involved — collecting who they are, the causes and roles they care about, and how they’d like to give, volunteer, or attend.",
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        "conditional": true
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      {
        "name": "Site Visit / Program Tour Interest",
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        "conditional": false
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      {
        "name": "Volunteer Interest Areas",
        "type": "dropdown",
        "multi": true,
        "section": "How you’d like to help",
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        "conditional": true
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      {
        "name": "Event Participation Roles (nonprofit)",
        "type": "dropdown",
        "multi": true,
        "section": "How you’d like to help",
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      {
        "name": "Program Enrollment Interest (nonprofit)",
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        "section": "How you’d like to help",
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        "conditional": false
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      {
        "name": "Fundraising Solicitation Opt-In (nonprofit)",
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        "conditional": false
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      {
        "name": "Acknowledgment Method Preference (receipts)",
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    ],
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      {
        "when": "Contact Affiliation Type (nonprofit)",
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        "value": "Corporate partner",
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    ],
    "tags": [
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      "acknowledgment method preference"
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    "source": {
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  },
  "Giving Preferences & Stewardship :: standalone": {
    "title": "Giving Preferences & Stewardship",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
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      {
        "name": "Gift Type Preferences (nonprofit)",
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        "name": "Recurring Gift Start Date",
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        "section": "How you give",
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      {
        "name": "Pledge Amount (current)",
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        "section": "Pledges & designations",
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      {
        "name": "Pledge Schedule (nonprofit)",
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        "section": "Pledges & designations",
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      {
        "name": "Gift Designation Preference",
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        "section": "Pledges & designations",
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      {
        "name": "Gift Restriction Notes",
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        "section": "Pledges & designations",
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      {
        "name": "Stewardship Tier (nonprofit)",
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        "section": "Stewardship & impact",
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      {
        "name": "Donor Lifecycle Segment (nonprofit)",
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      {
        "name": "Impact Report Frequency (nonprofit)",
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    ],
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      "impact report frequency"
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    "source": {
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  },
  "Giving Preferences & Stewardship :: embed": {
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        "name": "Gift Designation Preference",
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        "name": "Impact Report Frequency (nonprofit)",
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    ],
    "source": {
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  },
  "Tribute, Matching & Gift Source Setup :: standalone": {
    "title": "Tribute, Matching & Gift Source Setup",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
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      {
        "name": "Tribute Gift Type",
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      },
      {
        "name": "Tribute Honoree Name",
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      {
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        "section": "Tribute gifts",
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      {
        "name": "Employer Name (matching)",
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        "section": "Matching gifts",
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      {
        "name": "Workplace Giving Platform",
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        "section": "Matching gifts",
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      },
      {
        "name": "DAF / Foundation Source Name",
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        "section": "Gift source",
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      },
      {
        "name": "Appeal / Source Code (nonprofit)",
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        "section": "Gift source",
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        "conditional": false
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    ],
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      "appeal source code"
    ],
    "source": {
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  },
  "Tribute, Matching & Gift Source Setup :: embed": {
    "title": "Tribute, Matching & Gift Source Setup",
    "asset_type": "form",
    "niche": "Non-Profit",
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        "name": "Tribute Gift Type",
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        "name": "Employer Name (matching)",
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        "name": "DAF / Foundation Source Name",
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        "name": "Appeal / Source Code (nonprofit)",
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        "section": "Gift source",
        "required": false,
        "conditional": false
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    "conditions": [],
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    ],
    "source": {
      "niche": "nonprofit",
      "key": "tribute"
    }
  },
  "Volunteer Onboarding & Screening :: standalone": {
    "title": "Volunteer Onboarding & Screening",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Non-Profit client workflow — volunteer onboarding & screening.",
    "form_id": "uxy88a9fo9o9rSyQ",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Volunteer Skills Inventory",
        "type": "textarea",
        "multi": false,
        "section": "Your skills & availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Availability (days/times)",
        "type": "textfield",
        "multi": false,
        "section": "Your skills & availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Background Check Consent (volunteer)",
        "type": "radio",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Background Check Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Training Status",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Waiver/Release Status",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer T-Shirt Size",
        "type": "dropdown",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Volunteering",
        "type": "textfield",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Accommodations Needed",
        "type": "textarea",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Eligibility Screening Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Program participation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Documentation Consent (nonprofit)",
        "type": "radio",
        "multi": false,
        "section": "Program participation",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "volunteer skills inventory",
      "volunteer availability",
      "background check consent",
      "background check status",
      "volunteer training status",
      "volunteer waiver release status",
      "volunteer t shirt size",
      "emergency contact for volunteering",
      "volunteer accommodations needed",
      "eligibility screening status",
      "service documentation consent"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "volunteer"
    }
  },
  "Volunteer Onboarding & Screening :: embed": {
    "title": "Volunteer Onboarding & Screening",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Non-Profit client workflow — volunteer onboarding & screening.",
    "form_id": "uxy88a9fo9o9rSyQ",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Volunteer Skills Inventory",
        "type": "textarea",
        "multi": false,
        "section": "Your skills & availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Availability (days/times)",
        "type": "textfield",
        "multi": false,
        "section": "Your skills & availability",
        "required": false,
        "conditional": false
      },
      {
        "name": "Background Check Consent (volunteer)",
        "type": "radio",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Background Check Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Training Status",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Waiver/Release Status",
        "type": "dropdown",
        "multi": false,
        "section": "Screening & clearance",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer T-Shirt Size",
        "type": "dropdown",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Volunteering",
        "type": "textfield",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Volunteer Accommodations Needed",
        "type": "textarea",
        "multi": false,
        "section": "Logistics & safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Eligibility Screening Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Program participation",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Documentation Consent (nonprofit)",
        "type": "radio",
        "multi": false,
        "section": "Program participation",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "volunteer skills inventory",
      "volunteer availability",
      "background check consent",
      "background check status",
      "volunteer training status",
      "volunteer waiver release status",
      "volunteer t shirt size",
      "emergency contact for volunteering",
      "volunteer accommodations needed",
      "eligibility screening status",
      "service documentation consent"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "volunteer"
    }
  },
  "Event & Auction Participation :: standalone": {
    "title": "Event & Auction Participation",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Non-Profit client workflow — event & auction participation.",
    "form_id": "24i5FyTRoREPzQGDy",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Event Ticketing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your role & tickets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Meal Preference (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "At the table",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seating / Table With",
        "type": "textfield",
        "multi": false,
        "section": "At the table",
        "required": false,
        "conditional": false
      },
      {
        "name": "Auction Interest Areas",
        "type": "dropdown",
        "multi": true,
        "section": "Auction",
        "required": false,
        "conditional": false
      },
      {
        "name": "Board/Committee Membership Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Board & committee",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "event ticketing preference",
      "event meal preference",
      "seating table with",
      "auction interest areas",
      "board committee membership status"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "events"
    }
  },
  "Event & Auction Participation :: embed": {
    "title": "Event & Auction Participation",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Non-Profit client workflow — event & auction participation.",
    "form_id": "24i5FyTRoREPzQGDy",
    "community_record": null,
    "field_count": 5,
    "required": [],
    "fields": [
      {
        "name": "Event Ticketing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your role & tickets",
        "required": false,
        "conditional": false
      },
      {
        "name": "Event Meal Preference (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "At the table",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seating / Table With",
        "type": "textfield",
        "multi": false,
        "section": "At the table",
        "required": false,
        "conditional": false
      },
      {
        "name": "Auction Interest Areas",
        "type": "dropdown",
        "multi": true,
        "section": "Auction",
        "required": false,
        "conditional": false
      },
      {
        "name": "Board/Committee Membership Status (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Board & committee",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "event ticketing preference",
      "event meal preference",
      "seating table with",
      "auction interest areas",
      "board committee membership status"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "events"
    }
  },
  "Recognition, Privacy & Consent :: standalone": {
    "title": "Recognition, Privacy & Consent",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Non-Profit client workflow — recognition, privacy & consent.",
    "form_id": "2sasRaAV8NUvF6haL",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "Recognition Name (nonprofit)",
        "type": "textfield",
        "multi": false,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anonymous Recognition Preference",
        "type": "radio",
        "multi": false,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Public Recognition Channels Allowed",
        "type": "dropdown",
        "multi": true,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Story Use Consent (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Story & privacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Donor Privacy Level",
        "type": "dropdown",
        "multi": false,
        "section": "Story & privacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax Receipt Delivery Preference (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Receipts",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "recognition name",
      "anonymous recognition preference",
      "public recognition channels allowed",
      "photo story use consent",
      "donor privacy level",
      "tax receipt delivery preference"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "consent"
    }
  },
  "Recognition, Privacy & Consent :: embed": {
    "title": "Recognition, Privacy & Consent",
    "asset_type": "form",
    "niche": "Non-Profit",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Non-Profit client workflow — recognition, privacy & consent.",
    "form_id": "2sasRaAV8NUvF6haL",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "Recognition Name (nonprofit)",
        "type": "textfield",
        "multi": false,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Anonymous Recognition Preference",
        "type": "radio",
        "multi": false,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Public Recognition Channels Allowed",
        "type": "dropdown",
        "multi": true,
        "section": "How we recognize you",
        "required": false,
        "conditional": false
      },
      {
        "name": "Photo/Story Use Consent (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Story & privacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Donor Privacy Level",
        "type": "dropdown",
        "multi": false,
        "section": "Story & privacy",
        "required": false,
        "conditional": false
      },
      {
        "name": "Tax Receipt Delivery Preference (nonprofit)",
        "type": "dropdown",
        "multi": false,
        "section": "Receipts",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "non-profit",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "recognition name",
      "anonymous recognition preference",
      "public recognition channels allowed",
      "photo story use consent",
      "donor privacy level",
      "tax receipt delivery preference"
    ],
    "source": {
      "niche": "nonprofit",
      "key": "consent"
    }
  },
  "New Property Project & Service Inquiry :: standalone": {
    "title": "New Property Project & Service Inquiry",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A property-management and construction firm intaking new project and service inquiries — capturing the client’s role, property and project type, budget band, and any maintenance request.",
    "form_id": "21SurH1tyjeQsafgW",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Client Role (construction)",
      "Project Type (construction)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & the property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Structure Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Address (if different)",
        "type": "textarea",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Type (construction)",
        "type": "dropdown",
        "multi": true,
        "section": "What you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Project Working Title",
        "type": "textfield",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Scope of Work Summary (construction)",
        "type": "textarea",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bid / Estimate Needed",
        "type": "dropdown",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Budget Band (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Request Type (property)",
        "type": "dropdown",
        "multi": false,
        "section": "If it’s a service call",
        "required": false,
        "conditional": true
      },
      {
        "name": "Urgency / SLA (property)",
        "type": "dropdown",
        "multi": false,
        "section": "If it’s a service call",
        "required": false,
        "conditional": true
      },
      {
        "name": "Construction/Property Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Project Type (construction)",
        "comparison": "hasSelected",
        "value": "Maintenance/Service",
        "action": "show",
        "target": "Service Request Type (property)"
      },
      {
        "when": "Project Type (construction)",
        "comparison": "hasSelected",
        "value": "Maintenance/Service",
        "action": "show",
        "target": "Urgency / SLA (property)"
      }
    ],
    "tags": [
      "property management",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "client role",
      "structure type",
      "project address",
      "project type",
      "project working title",
      "scope of work summary",
      "bid estimate needed",
      "project budget band",
      "service request type",
      "urgency sla",
      "construction property notes"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "kickoff"
    }
  },
  "New Property Project & Service Inquiry :: embed": {
    "title": "New Property Project & Service Inquiry",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A property-management and construction firm intaking new project and service inquiries — capturing the client’s role, property and project type, budget band, and any maintenance request.",
    "form_id": "21SurH1tyjeQsafgW",
    "community_record": null,
    "field_count": 14,
    "required": [
      "Email address",
      "Client Role (construction)",
      "Project Type (construction)"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & the property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Client Role (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the property",
        "required": true,
        "conditional": false
      },
      {
        "name": "Structure Type",
        "type": "dropdown",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Address (if different)",
        "type": "textarea",
        "multi": false,
        "section": "About you & the property",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Type (construction)",
        "type": "dropdown",
        "multi": true,
        "section": "What you need",
        "required": true,
        "conditional": false
      },
      {
        "name": "Project Working Title",
        "type": "textfield",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Scope of Work Summary (construction)",
        "type": "textarea",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bid / Estimate Needed",
        "type": "dropdown",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Budget Band (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "What you need",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service Request Type (property)",
        "type": "dropdown",
        "multi": false,
        "section": "If it’s a service call",
        "required": false,
        "conditional": true
      },
      {
        "name": "Urgency / SLA (property)",
        "type": "dropdown",
        "multi": false,
        "section": "If it’s a service call",
        "required": false,
        "conditional": true
      },
      {
        "name": "Construction/Property Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Project Type (construction)",
        "comparison": "hasSelected",
        "value": "Maintenance/Service",
        "action": "show",
        "target": "Service Request Type (property)"
      },
      {
        "when": "Project Type (construction)",
        "comparison": "hasSelected",
        "value": "Maintenance/Service",
        "action": "show",
        "target": "Urgency / SLA (property)"
      }
    ],
    "tags": [
      "property management",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "client role",
      "structure type",
      "project address",
      "project type",
      "project working title",
      "scope of work summary",
      "bid estimate needed",
      "project budget band",
      "service request type",
      "urgency sla",
      "construction property notes"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "kickoff"
    }
  },
  "Bid, Budget & Billing Setup :: standalone": {
    "title": "Bid, Budget & Billing Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Property Management client workflow — bid, budget & billing setup.",
    "form_id": "ukp9t6fgNR8XHc5Z",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Procurement / Contract Method",
        "type": "dropdown",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Delivery Method",
        "type": "dropdown",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bid Due Date (construction)",
        "type": "datefield",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Addenda Received (count)",
        "type": "number",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Funding Source (project)",
        "type": "dropdown",
        "multi": false,
        "section": "Funding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Billing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainage Percentage (target)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lien Release Required With Payment",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Change Order Approval Authority",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Change Order Turnaround Target",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bonding Required",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI / Insurance Requirements (construction)",
        "type": "textarea",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "property management",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "procurement contract method",
      "project delivery method",
      "bid due date",
      "addenda received",
      "funding source",
      "progress billing preference",
      "retainage percentage",
      "lien release required with payment",
      "change order approval authority",
      "change order turnaround target",
      "bonding required",
      "coi insurance requirements"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "commercial"
    }
  },
  "Bid, Budget & Billing Setup :: embed": {
    "title": "Bid, Budget & Billing Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Property Management client workflow — bid, budget & billing setup.",
    "form_id": "ukp9t6fgNR8XHc5Z",
    "community_record": null,
    "field_count": 12,
    "required": [],
    "fields": [
      {
        "name": "Procurement / Contract Method",
        "type": "dropdown",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Project Delivery Method",
        "type": "dropdown",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bid Due Date (construction)",
        "type": "datefield",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Addenda Received (count)",
        "type": "number",
        "multi": false,
        "section": "Procurement & bid",
        "required": false,
        "conditional": false
      },
      {
        "name": "Funding Source (project)",
        "type": "dropdown",
        "multi": false,
        "section": "Funding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Progress Billing Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Retainage Percentage (target)",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lien Release Required With Payment",
        "type": "dropdown",
        "multi": false,
        "section": "Billing & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Change Order Approval Authority",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Change Order Turnaround Target",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "Bonding Required",
        "type": "dropdown",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      },
      {
        "name": "COI / Insurance Requirements (construction)",
        "type": "textarea",
        "multi": false,
        "section": "Changes & bonding",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "property management",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "procurement contract method",
      "project delivery method",
      "bid due date",
      "addenda received",
      "funding source",
      "progress billing preference",
      "retainage percentage",
      "lien release required with payment",
      "change order approval authority",
      "change order turnaround target",
      "bonding required",
      "coi insurance requirements"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "commercial"
    }
  },
  "Permits, Drawings & Site Setup :: standalone": {
    "title": "Permits, Drawings & Site Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Property Management client workflow — permits, drawings & site setup.",
    "form_id": "24XxAH4V1B4yj7oZn",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Architect / Designer (name)",
        "type": "textfield",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engineer(s) Involved",
        "type": "textarea",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Drawings/Plans Stage",
        "type": "dropdown",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trade Category (if subcontractor)",
        "type": "dropdown",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Required",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Jurisdiction",
        "type": "textfield",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit / Application Number (ref)",
        "type": "textfield",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Status (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Types Anticipated",
        "type": "dropdown",
        "multi": true,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA / ARC Approval Status (project)",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Site Visit / Walkthrough Date",
        "type": "datefield",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Existing Conditions Notes (jobsite)",
        "type": "textarea",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Structural / Utility Locates (811) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "property management",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "architect designer",
      "engineer involved",
      "drawings plans stage",
      "trade category",
      "permit required",
      "permit jurisdiction",
      "permit application number",
      "permit status",
      "inspection types anticipated",
      "hoa arc approval status",
      "site visit walkthrough date",
      "existing conditions notes",
      "structural utility locates status"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "permits"
    }
  },
  "Permits, Drawings & Site Setup :: embed": {
    "title": "Permits, Drawings & Site Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Property Management client workflow — permits, drawings & site setup.",
    "form_id": "24XxAH4V1B4yj7oZn",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Architect / Designer (name)",
        "type": "textfield",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Engineer(s) Involved",
        "type": "textarea",
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        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Drawings/Plans Stage",
        "type": "dropdown",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trade Category (if subcontractor)",
        "type": "dropdown",
        "multi": false,
        "section": "Design team & drawings",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Required",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Jurisdiction",
        "type": "textfield",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit / Application Number (ref)",
        "type": "textfield",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Permit Status (construction)",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Inspection Types Anticipated",
        "type": "dropdown",
        "multi": true,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "HOA / ARC Approval Status (project)",
        "type": "dropdown",
        "multi": false,
        "section": "Permits & approvals",
        "required": false,
        "conditional": false
      },
      {
        "name": "Site Visit / Walkthrough Date",
        "type": "datefield",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Existing Conditions Notes (jobsite)",
        "type": "textarea",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      },
      {
        "name": "Structural / Utility Locates (811) Status",
        "type": "dropdown",
        "multi": false,
        "section": "Site conditions",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
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      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "architect designer",
      "engineer involved",
      "drawings plans stage",
      "trade category",
      "permit required",
      "permit jurisdiction",
      "permit application number",
      "permit status",
      "inspection types anticipated",
      "hoa arc approval status",
      "site visit walkthrough date",
      "existing conditions notes",
      "structural utility locates status"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "permits"
    }
  },
  "Jobsite Logistics & Safety Setup :: standalone": {
    "title": "Jobsite Logistics & Safety Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Property Management client workflow — jobsite logistics & safety setup.",
    "form_id": "23Qjc5jTuuF57aWRj",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Notice to Proceed (NTP) Target",
        "type": "datefield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Substantial Completion Target",
        "type": "datefield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seasonal/Weather Constraints",
        "type": "textarea",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Working Hours (jurisdictional)",
        "type": "textfield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Occupied Site Constraints",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging / Laydown Area Availability",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Heavy Equipment Access Constraints",
        "type": "textarea",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Debris / Waste Handling Plan",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dust / Noise Control Requirements",
        "type": "textarea",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Finish Standards / Spec Basis",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Brands / Alternates",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner-Furnished / Contractor-Installed (OFCI) Items",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Time Sensitive Items",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Site Safety Orientation Required",
        "type": "dropdown",
        "multi": false,
        "section": "Safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Safety Certifications Required",
        "type": "dropdown",
        "multi": true,
        "section": "Safety",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "property management",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "notice to proceed target",
      "substantial completion target",
      "seasonal weather constraints",
      "working hours",
      "occupied site constraints",
      "staging laydown area availability",
      "heavy equipment access constraints",
      "debris waste handling plan",
      "dust noise control requirements",
      "finish standards spec basis",
      "preferred brands alternates",
      "lead time sensitive items",
      "site safety orientation required"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "jobsite"
    }
  },
  "Jobsite Logistics & Safety Setup :: embed": {
    "title": "Jobsite Logistics & Safety Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Property Management client workflow — jobsite logistics & safety setup.",
    "form_id": "23Qjc5jTuuF57aWRj",
    "community_record": null,
    "field_count": 15,
    "required": [],
    "fields": [
      {
        "name": "Notice to Proceed (NTP) Target",
        "type": "datefield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Substantial Completion Target",
        "type": "datefield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seasonal/Weather Constraints",
        "type": "textarea",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Working Hours (jurisdictional)",
        "type": "textfield",
        "multi": false,
        "section": "Schedule & milestones",
        "required": false,
        "conditional": false
      },
      {
        "name": "Occupied Site Constraints",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Staging / Laydown Area Availability",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Heavy Equipment Access Constraints",
        "type": "textarea",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Debris / Waste Handling Plan",
        "type": "dropdown",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dust / Noise Control Requirements",
        "type": "textarea",
        "multi": false,
        "section": "Access & site logistics",
        "required": false,
        "conditional": false
      },
      {
        "name": "Finish Standards / Spec Basis",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Brands / Alternates",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Owner-Furnished / Contractor-Installed (OFCI) Items",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Lead Time Sensitive Items",
        "type": "textarea",
        "multi": false,
        "section": "Materials & specs",
        "required": false,
        "conditional": false
      },
      {
        "name": "Site Safety Orientation Required",
        "type": "dropdown",
        "multi": false,
        "section": "Safety",
        "required": false,
        "conditional": false
      },
      {
        "name": "Safety Certifications Required",
        "type": "dropdown",
        "multi": true,
        "section": "Safety",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "property management",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "notice to proceed target",
      "substantial completion target",
      "seasonal weather constraints",
      "working hours",
      "occupied site constraints",
      "staging laydown area availability",
      "heavy equipment access constraints",
      "debris waste handling plan",
      "dust noise control requirements",
      "finish standards spec basis",
      "preferred brands alternates",
      "lead time sensitive items",
      "site safety orientation required"
    ],
    "source": {
      "niche": "propmgmt",
      "key": "jobsite"
    }
  },
  "Service, Closeout & Warranty Setup :: standalone": {
    "title": "Service, Closeout & Warranty Setup",
    "asset_type": "form",
    "niche": "Property Management",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Property Management client workflow — service, closeout & warranty setup.",
    "form_id": "2w4itDSb7xKaSntfx",
    "community_record": null,
    "field_count": 13,
    "required": [],
    "fields": [
      {
        "name": "Access Instructions (property)",
        "type": "textarea",
        "multi": false,
        "section": "Service coordination",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Scheduling Window (property)",
        "type": "dropdown",
        "multi": false,
        "section": "Service coordination",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preventive Maintenance Program",
        "type": "dropdown",
        "multi": false,
        "section": "Service coordination",
        "required": false,
        "conditional": false
      },
      {
        "name": "Primary On-Site Contact (name/role)",
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        "section": "Financing & 1031",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pre-Approval / Proof of Funds Status",
        "type": "dropdown",
        "multi": false,
        "section": "Financing & 1031",
        "required": false,
        "conditional": false
      },
      {
        "name": "1031 Exchange Interest",
        "type": "dropdown",
        "multi": false,
        "section": "Financing & 1031",
        "required": true,
        "conditional": false
      },
      {
        "name": "Acquisition timeline",
        "type": "dropdown",
        "multi": false,
        "section": "Financing & 1031",
        "required": false,
        "conditional": false
      },
      {
        "name": "Real Estate Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "investor strategy",
      "units you currently own",
      "target purchase price",
      "target gross yield cap band",
      "desired rent band",
      "asset types you re targeting",
      "target markets",
      "financing approach",
      "pre approval proof of funds status",
      "1031 exchange interest",
      "acquisition timeline"
    ],
    "source": {
      "niche": "realestate-x",
      "key": "investor"
    }
  },
  "Post-Closing Client Feedback & Referral :: standalone": {
    "title": "Post-Closing Client Feedback & Referral",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Real Estate client workflow — post-closing client feedback & referral.",
    "form_id": "23d69fHhqjm2pLMSw",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "You worked with us as a…",
        "type": "dropdown",
        "multi": false,
        "section": "Your transaction",
        "required": false,
        "conditional": false
      },
      {
        "name": "Type of transaction",
        "type": "dropdown",
        "multi": false,
        "section": "Your transaction",
        "required": false,
        "conditional": false
      },
      {
        "name": "What went well, and what could we improve?",
        "type": "textarea",
        "multi": false,
        "section": "Your experience",
        "required": false,
        "conditional": false
      },
      {
        "name": "May we share your feedback as a testimonial?",
        "type": "radio",
        "multi": false,
        "section": "Your experience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who should we reach out to, and their situation? (name only)",
        "type": "textarea",
        "multi": false,
        "section": "Refer a friend",
        "required": false,
        "conditional": false
      },
      {
        "name": "Where are they looking? (neighborhood or ZIP)",
        "type": "textarea",
        "multi": false,
        "section": "Refer a friend",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "you worked with us as a",
      "type of transaction",
      "what went well and what could we improve",
      "where are they looking"
    ],
    "source": {
      "niche": "realestate-x",
      "key": "feedback"
    }
  },
  "Post-Closing Client Feedback & Referral :: embed": {
    "title": "Post-Closing Client Feedback & Referral",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Real Estate client workflow — post-closing client feedback & referral.",
    "form_id": "23d69fHhqjm2pLMSw",
    "community_record": null,
    "field_count": 6,
    "required": [],
    "fields": [
      {
        "name": "You worked with us as a…",
        "type": "dropdown",
        "multi": false,
        "section": "Your transaction",
        "required": false,
        "conditional": false
      },
      {
        "name": "Type of transaction",
        "type": "dropdown",
        "multi": false,
        "section": "Your transaction",
        "required": false,
        "conditional": false
      },
      {
        "name": "What went well, and what could we improve?",
        "type": "textarea",
        "multi": false,
        "section": "Your experience",
        "required": false,
        "conditional": false
      },
      {
        "name": "May we share your feedback as a testimonial?",
        "type": "radio",
        "multi": false,
        "section": "Your experience",
        "required": false,
        "conditional": false
      },
      {
        "name": "Who should we reach out to, and their situation? (name only)",
        "type": "textarea",
        "multi": false,
        "section": "Refer a friend",
        "required": false,
        "conditional": false
      },
      {
        "name": "Where are they looking? (neighborhood or ZIP)",
        "type": "textarea",
        "multi": false,
        "section": "Refer a friend",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "you worked with us as a",
      "type of transaction",
      "what went well and what could we improve",
      "where are they looking"
    ],
    "source": {
      "niche": "realestate-x",
      "key": "feedback"
    }
  },
  "Preferred Vendor & Trades Application :: standalone": {
    "title": "Preferred Vendor & Trades Application",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Real Estate client workflow — preferred vendor & trades application.",
    "form_id": "2rW8e8BqmGsUhruJ8",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Business email",
      "Trades & services you provide"
    ],
    "fields": [
      {
        "name": "Contact first name",
        "type": "textfield",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contact last name",
        "type": "textfield",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Business email",
        "type": "emailfield",
        "multi": false,
        "section": "Your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "Trades & services you provide",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "Property types you service",
        "type": "dropdown",
        "multi": true,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service area (neighborhoods or ZIPs)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical scheduling notice you need",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical minimum job size ($)",
        "type": "number",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Are you licensed & insured?",
        "type": "radio",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "About your business (references, specialties)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "contact first name",
      "contact last name",
      "business email",
      "trades services you provide",
      "property types you service",
      "service area",
      "typical scheduling notice you need",
      "typical minimum job size",
      "are you licensed insured",
      "about your business"
    ],
    "source": {
      "niche": "realestate-x",
      "key": "vendor"
    }
  },
  "Preferred Vendor & Trades Application :: embed": {
    "title": "Preferred Vendor & Trades Application",
    "asset_type": "form",
    "niche": "Real Estate",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Real Estate client workflow — preferred vendor & trades application.",
    "form_id": "2rW8e8BqmGsUhruJ8",
    "community_record": null,
    "field_count": 10,
    "required": [
      "Business email",
      "Trades & services you provide"
    ],
    "fields": [
      {
        "name": "Contact first name",
        "type": "textfield",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Contact last name",
        "type": "textfield",
        "multi": false,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Business email",
        "type": "emailfield",
        "multi": false,
        "section": "Your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "Trades & services you provide",
        "type": "textarea",
        "multi": false,
        "section": "Your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "Property types you service",
        "type": "dropdown",
        "multi": true,
        "section": "Your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Service area (neighborhoods or ZIPs)",
        "type": "textarea",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical scheduling notice you need",
        "type": "dropdown",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Typical minimum job size ($)",
        "type": "number",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "Are you licensed & insured?",
        "type": "radio",
        "multi": false,
        "section": "Coverage & terms",
        "required": false,
        "conditional": false
      },
      {
        "name": "About your business (references, specialties)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "real estate",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "contact first name",
      "contact last name",
      "business email",
      "trades services you provide",
      "property types you service",
      "service area",
      "typical scheduling notice you need",
      "typical minimum job size",
      "are you licensed insured",
      "about your business"
    ],
    "source": {
      "niche": "realestate-x",
      "key": "vendor"
    }
  },
  "New Trip Inquiry :: standalone": {
    "title": "New Trip Inquiry",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A travel advisor scoping a new trip — captures trip purpose, destinations, dates and flexibility, party size, budget band, and the traveler's preferred style and pace.",
    "form_id": "24Wuw2ajBYwgExXUT",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address",
      "Trip Purpose"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "The trip",
        "required": true,
        "conditional": false
      },
      {
        "name": "Trip Purpose",
        "type": "dropdown",
        "multi": false,
        "section": "The trip",
        "required": true,
        "conditional": false
      },
      {
        "name": "Special Occasion Type",
        "type": "dropdown",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": true
      },
      {
        "name": "Destination(s) Interest",
        "type": "textarea",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest Departure Date",
        "type": "datefield",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Latest Return Date",
        "type": "datefield",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Flexibility (+/- days)",
        "type": "number",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Length Target (nights)",
        "type": "number",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Count (total)",
        "type": "number",
        "multi": false,
        "section": "Who is travelling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Breakdown",
        "type": "textfield",
        "multi": false,
        "section": "Who is travelling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Budget Flex Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Activities Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pace Preference (trip)",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Guided vs. Independent Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Itinerary Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Trip Purpose",
        "comparison": "hasSelected",
        "value": "Special occasion",
        "action": "show",
        "target": "Special Occasion Type"
      }
    ],
    "tags": [
      "travel",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "standalone",
      "first name",
      "last name",
      "email address",
      "trip purpose",
      "special occasion type",
      "destination interest",
      "earliest departure date",
      "latest return date",
      "date flexibility",
      "trip length target",
      "traveler count",
      "traveler breakdown",
      "trip budget band",
      "budget flex preference"
    ],
    "source": {
      "niche": "travel",
      "key": "kickoff"
    }
  },
  "New Trip Inquiry :: embed": {
    "title": "New Trip Inquiry",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "embed",
    "use_case": "A travel advisor scoping a new trip — captures trip purpose, destinations, dates and flexibility, party size, budget band, and the traveler's preferred style and pace.",
    "form_id": "24Wuw2ajBYwgExXUT",
    "community_record": null,
    "field_count": 19,
    "required": [
      "Email address",
      "Trip Purpose"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "The trip",
        "required": true,
        "conditional": false
      },
      {
        "name": "Trip Purpose",
        "type": "dropdown",
        "multi": false,
        "section": "The trip",
        "required": true,
        "conditional": false
      },
      {
        "name": "Special Occasion Type",
        "type": "dropdown",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": true
      },
      {
        "name": "Destination(s) Interest",
        "type": "textarea",
        "multi": false,
        "section": "The trip",
        "required": false,
        "conditional": false
      },
      {
        "name": "Earliest Departure Date",
        "type": "datefield",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Latest Return Date",
        "type": "datefield",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Date Flexibility (+/- days)",
        "type": "number",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Length Target (nights)",
        "type": "number",
        "multi": false,
        "section": "Dates & length",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Count (total)",
        "type": "number",
        "multi": false,
        "section": "Who is travelling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Breakdown",
        "type": "textfield",
        "multi": false,
        "section": "Who is travelling",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Budget Band (total)",
        "type": "dropdown",
        "multi": false,
        "section": "Budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Budget Flex Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Budget",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trip Activities Interest",
        "type": "dropdown",
        "multi": true,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Pace Preference (trip)",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Guided vs. Independent Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Itinerary Review Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Your travel style",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Notes (client-specific)",
        "type": "textarea",
        "multi": false,
        "section": "Anything else",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [
      {
        "when": "Trip Purpose",
        "comparison": "hasSelected",
        "value": "Special occasion",
        "action": "show",
        "target": "Special Occasion Type"
      }
    ],
    "tags": [
      "travel",
      "onboarding",
      "intake",
      "kickoff intake",
      "public",
      "embed",
      "first name",
      "last name",
      "email address",
      "trip purpose",
      "special occasion type",
      "destination interest",
      "earliest departure date",
      "latest return date",
      "date flexibility",
      "trip length target",
      "traveler count",
      "traveler breakdown",
      "trip budget band",
      "budget flex preference"
    ],
    "source": {
      "niche": "travel",
      "key": "kickoff"
    }
  },
  "Flights, Air Preferences & Loyalty :: standalone": {
    "title": "Flights, Air Preferences & Loyalty",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Travel client workflow — flights, air preferences & loyalty.",
    "form_id": "2th6LSGZ3P2QxptWL",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Home/Preferred Departure Airport(s)",
        "type": "textarea",
        "multi": false,
        "section": "Airports & airlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Airlines / Alliances",
        "type": "textarea",
        "multi": false,
        "section": "Airports & airlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cabin Class Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seat Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connections Tolerance",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Max Travel Time (one way, hrs)",
        "type": "number",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Frequent Flyer Programs (names/IDs)",
        "type": "textarea",
        "multi": false,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trusted Traveler Program Status",
        "type": "dropdown",
        "multi": true,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "KTN/Redress Reference Location",
        "type": "textfield",
        "multi": false,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Refundability Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Fares & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Schedule Preference (travel)",
        "type": "dropdown",
        "multi": false,
        "section": "Fares & payment",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "home preferred departure airport",
      "preferred airlines alliances",
      "cabin class preference",
      "seat preference",
      "connections tolerance",
      "max travel time",
      "frequent flyer programs",
      "trusted traveler program status",
      "ktn redress reference location",
      "refundability preference",
      "payment schedule preference"
    ],
    "source": {
      "niche": "travel",
      "key": "flights"
    }
  },
  "Flights, Air Preferences & Loyalty :: embed": {
    "title": "Flights, Air Preferences & Loyalty",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Travel client workflow — flights, air preferences & loyalty.",
    "form_id": "2th6LSGZ3P2QxptWL",
    "community_record": null,
    "field_count": 11,
    "required": [],
    "fields": [
      {
        "name": "Home/Preferred Departure Airport(s)",
        "type": "textarea",
        "multi": false,
        "section": "Airports & airlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Preferred Airlines / Alliances",
        "type": "textarea",
        "multi": false,
        "section": "Airports & airlines",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cabin Class Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Seat Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Connections Tolerance",
        "type": "dropdown",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Max Travel Time (one way, hrs)",
        "type": "number",
        "multi": false,
        "section": "Cabin & comfort",
        "required": false,
        "conditional": false
      },
      {
        "name": "Frequent Flyer Programs (names/IDs)",
        "type": "textarea",
        "multi": false,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Trusted Traveler Program Status",
        "type": "dropdown",
        "multi": true,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "KTN/Redress Reference Location",
        "type": "textfield",
        "multi": false,
        "section": "Loyalty & expedited screening",
        "required": false,
        "conditional": false
      },
      {
        "name": "Refundability Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Fares & payment",
        "required": false,
        "conditional": false
      },
      {
        "name": "Payment Schedule Preference (travel)",
        "type": "dropdown",
        "multi": false,
        "section": "Fares & payment",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "home preferred departure airport",
      "preferred airlines alliances",
      "cabin class preference",
      "seat preference",
      "connections tolerance",
      "max travel time",
      "frequent flyer programs",
      "trusted traveler program status",
      "ktn redress reference location",
      "refundability preference",
      "payment schedule preference"
    ],
    "source": {
      "niche": "travel",
      "key": "flights"
    }
  },
  "Travelers, Documents & Insurance :: standalone": {
    "title": "Travelers, Documents & Insurance",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Travel client workflow — travelers, documents & insurance.",
    "form_id": "2sbcMiG6XfTuux7a7",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Traveler Roster (names/ages)",
        "type": "textarea",
        "multi": false,
        "section": "Your travel party",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Names as on Passport",
        "type": "textarea",
        "multi": false,
        "section": "Your travel party",
        "required": false,
        "conditional": false
      },
      {
        "name": "Passport Country (primary traveler)",
        "type": "textfield",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Passport Expiration (primary)",
        "type": "datefield",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Visa Status for Destination",
        "type": "dropdown",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Child Travel Consent Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Insurance Opt-In",
        "type": "radio",
        "multi": false,
        "section": "Coverage & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Document Storage Consent (IDs)",
        "type": "radio",
        "multi": false,
        "section": "Coverage & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies / Sensitivities (trip)",
        "type": "textarea",
        "multi": false,
        "section": "Health & accessibility",
        "required": false,
        "conditional": false
      },
      {
        "name": "Airport Assistance Needed (trip)",
        "type": "dropdown",
        "multi": false,
        "section": "Health & accessibility",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "traveler roster",
      "traveler names as on passport",
      "passport country",
      "passport expiration",
      "visa status for destination",
      "child travel consent needed",
      "travel insurance opt in",
      "document storage consent",
      "allergies sensitivities",
      "airport assistance needed"
    ],
    "source": {
      "niche": "travel",
      "key": "documents"
    }
  },
  "Travelers, Documents & Insurance :: embed": {
    "title": "Travelers, Documents & Insurance",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Travel client workflow — travelers, documents & insurance.",
    "form_id": "2sbcMiG6XfTuux7a7",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Traveler Roster (names/ages)",
        "type": "textarea",
        "multi": false,
        "section": "Your travel party",
        "required": false,
        "conditional": false
      },
      {
        "name": "Traveler Names as on Passport",
        "type": "textarea",
        "multi": false,
        "section": "Your travel party",
        "required": false,
        "conditional": false
      },
      {
        "name": "Passport Country (primary traveler)",
        "type": "textfield",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Passport Expiration (primary)",
        "type": "datefield",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Visa Status for Destination",
        "type": "dropdown",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Child Travel Consent Needed",
        "type": "dropdown",
        "multi": false,
        "section": "Passports & visas",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Insurance Opt-In",
        "type": "radio",
        "multi": false,
        "section": "Coverage & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Document Storage Consent (IDs)",
        "type": "radio",
        "multi": false,
        "section": "Coverage & consent",
        "required": false,
        "conditional": false
      },
      {
        "name": "Allergies / Sensitivities (trip)",
        "type": "textarea",
        "multi": false,
        "section": "Health & accessibility",
        "required": false,
        "conditional": false
      },
      {
        "name": "Airport Assistance Needed (trip)",
        "type": "dropdown",
        "multi": false,
        "section": "Health & accessibility",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "traveler roster",
      "traveler names as on passport",
      "passport country",
      "passport expiration",
      "visa status for destination",
      "child travel consent needed",
      "travel insurance opt in",
      "document storage consent",
      "allergies sensitivities",
      "airport assistance needed"
    ],
    "source": {
      "niche": "travel",
      "key": "documents"
    }
  },
  "Stay, Activities & Dining :: standalone": {
    "title": "Stay, Activities & Dining",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Travel client workflow — stay, activities & dining.",
    "form_id": "2snmxPeKDJaUgfTM2",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Accommodation Type Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hotel Star / Quality Target",
        "type": "dropdown",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Room Type & Bedding",
        "type": "textfield",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Must-Have Amenities (stay)",
        "type": "dropdown",
        "multi": true,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hotel/Loyalty Programs (names/IDs)",
        "type": "textarea",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dining Style & Dietary Needs (trip)",
        "type": "textarea",
        "multi": false,
        "section": "Experiences & dining",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sustainability Preferences (travel)",
        "type": "dropdown",
        "multi": true,
        "section": "Experiences & dining",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cruise Interest",
        "type": "radio",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cruise Preferences (if yes)",
        "type": "textarea",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rental Car Preferences",
        "type": "textfield",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "accommodation type preference",
      "hotel star quality target",
      "room type bedding",
      "must have amenities",
      "hotel loyalty programs",
      "dining style dietary needs",
      "sustainability preferences",
      "cruise interest",
      "cruise preferences",
      "rental car preferences"
    ],
    "source": {
      "niche": "travel",
      "key": "stay"
    }
  },
  "Stay, Activities & Dining :: embed": {
    "title": "Stay, Activities & Dining",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Travel client workflow — stay, activities & dining.",
    "form_id": "2snmxPeKDJaUgfTM2",
    "community_record": null,
    "field_count": 10,
    "required": [],
    "fields": [
      {
        "name": "Accommodation Type Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hotel Star / Quality Target",
        "type": "dropdown",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Room Type & Bedding",
        "type": "textfield",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Must-Have Amenities (stay)",
        "type": "dropdown",
        "multi": true,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Hotel/Loyalty Programs (names/IDs)",
        "type": "textarea",
        "multi": false,
        "section": "Where you stay",
        "required": false,
        "conditional": false
      },
      {
        "name": "Dining Style & Dietary Needs (trip)",
        "type": "textarea",
        "multi": false,
        "section": "Experiences & dining",
        "required": false,
        "conditional": false
      },
      {
        "name": "Sustainability Preferences (travel)",
        "type": "dropdown",
        "multi": true,
        "section": "Experiences & dining",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cruise Interest",
        "type": "radio",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      },
      {
        "name": "Cruise Preferences (if yes)",
        "type": "textarea",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      },
      {
        "name": "Rental Car Preferences",
        "type": "textfield",
        "multi": false,
        "section": "Cruise & rental car",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "accommodation type preference",
      "hotel star quality target",
      "room type bedding",
      "must have amenities",
      "hotel loyalty programs",
      "dining style dietary needs",
      "sustainability preferences",
      "cruise interest",
      "cruise preferences",
      "rental car preferences"
    ],
    "source": {
      "niche": "travel",
      "key": "stay"
    }
  },
  "Transport, Logistics & Trip Support :: standalone": {
    "title": "Transport, Logistics & Trip Support",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "standalone",
    "use_case": "Travel client workflow — transport, logistics & trip support.",
    "form_id": "25ceNPFus5PksaoTo",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Ground Transport Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Getting around & packing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Luggage Details",
        "type": "textfield",
        "multi": false,
        "section": "Getting around & packing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booking Confirmation Delivery",
        "type": "dropdown",
        "multi": true,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Trip (name/phone)",
        "type": "textfield",
        "multi": false,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "24/7 Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (itinerary changes)",
        "type": "dropdown",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Advisories Acknowledged",
        "type": "radio",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Entry Requirements Reviewed",
        "type": "radio",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "standalone",
      "ground transport preference",
      "luggage details",
      "booking confirmation delivery",
      "emergency contact for trip",
      "24 7 support preference",
      "risk tolerance",
      "travel advisories acknowledged",
      "health entry requirements reviewed"
    ],
    "source": {
      "niche": "travel",
      "key": "logistics"
    }
  },
  "Transport, Logistics & Trip Support :: embed": {
    "title": "Transport, Logistics & Trip Support",
    "asset_type": "form",
    "niche": "Travel",
    "lifecycle": "active",
    "goal": "intake",
    "form_type": "update",
    "type_code": "up",
    "access": "auth-only",
    "deployment": "embed",
    "use_case": "Travel client workflow — transport, logistics & trip support.",
    "form_id": "25ceNPFus5PksaoTo",
    "community_record": null,
    "field_count": 8,
    "required": [],
    "fields": [
      {
        "name": "Ground Transport Preference",
        "type": "dropdown",
        "multi": true,
        "section": "Getting around & packing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Luggage Details",
        "type": "textfield",
        "multi": false,
        "section": "Getting around & packing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Booking Confirmation Delivery",
        "type": "dropdown",
        "multi": true,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Emergency Contact for Trip (name/phone)",
        "type": "textfield",
        "multi": false,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "24/7 Support Preference",
        "type": "dropdown",
        "multi": false,
        "section": "Confirmations & support",
        "required": false,
        "conditional": false
      },
      {
        "name": "Risk Tolerance (itinerary changes)",
        "type": "dropdown",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      },
      {
        "name": "Travel Advisories Acknowledged",
        "type": "radio",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      },
      {
        "name": "Health Entry Requirements Reviewed",
        "type": "radio",
        "multi": false,
        "section": "Risk & readiness",
        "required": false,
        "conditional": false
      }
    ],
    "conditions": [],
    "tags": [
      "travel",
      "active",
      "intake",
      "update",
      "auth-only",
      "embed",
      "ground transport preference",
      "luggage details",
      "booking confirmation delivery",
      "emergency contact for trip",
      "24 7 support preference",
      "risk tolerance",
      "travel advisories acknowledged",
      "health entry requirements reviewed"
    ],
    "source": {
      "niche": "travel",
      "key": "logistics"
    }
  },
  "New VA Engagement Intake :: standalone": {
    "title": "New VA Engagement Intake",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
    "type_code": "in",
    "access": "public",
    "deployment": "standalone",
    "use_case": "A virtual assistant scoping a new client engagement — capturing the work to delegate, the working model and weekly hours, response SLA, and how the client likes to stay in sync.",
    "form_id": "2qNvCbaxMYQnZcsBM",
    "community_record": null,
    "field_count": 11,
    "required": [
      "Email address",
      "VA Engagement Focus Areas"
    ],
    "fields": [
      {
        "name": "First name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Last name",
        "type": "textfield",
        "multi": false,
        "section": "About you & your business",
        "required": false,
        "conditional": false
      },
      {
        "name": "Email address",
        "type": "emailfield",
        "multi": false,
        "section": "About you & your business",
        "required": true,
        "conditional": false
      },
      {
        "name": "VA Engagement Focus Areas",
        "type": "dropdown",
        "multi": true,
        "section": "What you need help with",
        "required": true,
        "conditional": false
      },
      {
        "name": "Working Model",
        "type": "dropdown",
        "multi": false,
        "section": "What you need help with",
        "required": false,
        "conditional": false
      },
      {
        "name": "Weekly Hours Cap",
        "type": "number",
        "multi": false,
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        "conditional": true
      },
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        "section": "What you need help with",
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      },
      {
        "name": "Timezone Overlap Requirement",
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        "multi": false,
        "section": "What you need help with",
        "required": false,
        "conditional": false
      },
      {
        "name": "Work Update Channels",
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        "multi": true,
        "section": "How you like to work",
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        "conditional": false
      },
      {
        "name": "Update Cadence",
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        "multi": false,
        "section": "How you like to work",
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      },
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        "section": "How you like to work",
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        "conditional": false
      }
    ],
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        "value": "Retainer hours",
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    ],
    "tags": [
      "virtual assistants",
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      "response sla target",
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      "work update channels",
      "update cadence",
      "preferred tools stack"
    ],
    "source": {
      "niche": "va",
      "key": "kickoff"
    }
  },
  "New VA Engagement Intake :: embed": {
    "title": "New VA Engagement Intake",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "onboarding",
    "goal": "intake",
    "form_type": "kickoff_intake",
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    "deployment": "embed",
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    ],
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    "tags": [
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      "preferred tools stack"
    ],
    "source": {
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    }
  },
  "Delegation, Authority & Spend Setup :: standalone": {
    "title": "Delegation, Authority & Spend Setup",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "active",
    "goal": "intake",
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        "name": "Delegated Authority Scope",
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      },
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        "section": "Authority & spending",
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        "section": "Authority & spending",
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      },
      {
        "name": "Travel Booking Authority",
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        "multi": false,
        "section": "Travel & events",
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        "conditional": false
      },
      {
        "name": "Event Support Scope",
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        "section": "Travel & events",
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      },
      {
        "name": "Escalation Triggers",
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        "section": "Escalation & tone",
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      },
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        "multi": false,
        "section": "Escalation & tone",
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        "conditional": false
      },
      {
        "name": "Email Signature Block",
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        "multi": false,
        "section": "Escalation & tone",
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        "conditional": false
      },
      {
        "name": "Send-As / Delegate Access Status",
        "type": "dropdown",
        "multi": false,
        "section": "Escalation & tone",
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        "conditional": false
      },
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        "name": "VIP Contacts List",
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        "multi": false,
        "section": "Contacts & vendors",
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        "conditional": false
      },
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        "name": "Contact Groups to Maintain",
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        "section": "Contacts & vendors",
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      },
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      "vendors to manage"
    ],
    "source": {
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      "key": "delegation"
    }
  },
  "Delegation, Authority & Spend Setup :: embed": {
    "title": "Delegation, Authority & Spend Setup",
    "asset_type": "form",
    "niche": "Virtual Assistants",
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      },
      {
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      },
      {
        "name": "Email Signature Block",
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        "conditional": false
      },
      {
        "name": "Send-As / Delegate Access Status",
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        "section": "Contacts & vendors",
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    ],
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      "vendors to manage"
    ],
    "source": {
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      "key": "delegation"
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  },
  "Inbox, Calendar & Communication Setup :: standalone": {
    "title": "Inbox, Calendar & Communication Setup",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "active",
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    "form_type": "update",
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      {
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      },
      {
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        "section": "Inbox",
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        "conditional": false
      },
      {
        "name": "Calendar Platform(s)",
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        "multi": true,
        "section": "Calendar",
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        "conditional": false
      },
      {
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        "section": "Calendar",
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      },
      {
        "name": "Booking Rules (buffers/hrs)",
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        "section": "Calendar",
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      },
      {
        "name": "Meeting Types Allowed",
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        "multi": true,
        "section": "Calendar",
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        "conditional": false
      },
      {
        "name": "Scheduling Tool Preference",
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        "multi": false,
        "section": "Calendar",
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        "conditional": false
      },
      {
        "name": "Email Marketing Platform",
        "type": "dropdown",
        "multi": false,
        "section": "Email marketing",
        "required": false,
        "conditional": false
      },
      {
        "name": "Campaign Calendar Link",
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        "multi": false,
        "section": "Email marketing",
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      },
      {
        "name": "Weekly Report Format",
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        "multi": false,
        "section": "Reporting rhythm",
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        "conditional": false
      },
      {
        "name": "Hours Tracking Method",
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        "multi": false,
        "section": "Reporting rhythm",
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        "conditional": false
      },
      {
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        "section": "Reporting rhythm",
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    ],
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      "weekly report format",
      "hours tracking method",
      "timesheet submission day"
    ],
    "source": {
      "niche": "va",
      "key": "comms"
    }
  },
  "Inbox, Calendar & Communication Setup :: embed": {
    "title": "Inbox, Calendar & Communication Setup",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "active",
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      {
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      {
        "name": "Email Marketing Platform",
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      },
      {
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        "section": "Email marketing",
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      },
      {
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      "timesheet submission day"
    ],
    "source": {
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  },
  "Tasks, Tools & SOPs Setup :: standalone": {
    "title": "Tasks, Tools & SOPs Setup",
    "asset_type": "form",
    "niche": "Virtual Assistants",
    "lifecycle": "active",
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        "section": "Task intake & triage",
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      },
      {
        "name": "Project Management Tool",
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        "section": "Project management",
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      },
      {
        "name": "Boards/Workspaces Links",
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        "section": "Project management",
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        "conditional": false
      },
      {
        "name": "File Storage System",
        "type": "dropdown",
        "multi": false,
        "section": "Files & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Folder Naming Convention",
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        "multi": false,
        "section": "Files & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "Document Templates to Use",
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        "section": "Files & documents",
        "required": false,
        "conditional": false
      },
      {
        "name": "SOPs / Playbooks Link",
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        "section": "Files & documents",
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    ],
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      "sops playbooks link"
    ],
    "source": {
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      "key": "systems"
    }
  },
  "Tasks, Tools & SOPs Setup :: embed": {
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      },
      {
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        "section": "Project management",
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        "conditional": false
      },
      {
        "name": "File Storage System",
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        "section": "Files & documents",
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        "conditional": false
      },
      {
        "name": "Folder Naming Convention",
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      },
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    ],
    "source": {
      "niche": "va",
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    }
  },
  "Access, Security & Reporting Setup :: standalone": {
    "title": "Access, Security & Reporting Setup",
    "asset_type": "form",
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    "lifecycle": "active",
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      },
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    ],
    "source": {
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  },
  "Access, Security & Reporting Setup :: embed": {
    "title": "Access, Security & Reporting Setup",
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  }
}