[ { "niche": "legal", "formKey": "kickoff", "title": "New Legal Matter Intake", "type": "in", "formId": "23ctCBoMzoMQkQAro", "resolved": { "Client Role in Matter": "6cb4fc5d-2956-471d-b8e8-660619742a33", "Capacity / Representation Role": "defb17a1-14be-464d-9a0c-9521bde3cd80", "Matter Type (legal)": "8bec2ee2-f8cd-4d84-b3a0-efe6c441bc23", "Representation Scope (legal)": "eb6b41ac-b059-4be5-b3fb-bd0632e29862", "Matter Name / Working Title": "dd4ad483-15d0-41ef-b444-3a0ff6bfabb2", "Facts Summary (legal)": "568e7eae-69e1-43dc-93db-b98413f4184a", "Desired Outcome (client-stated)": "6594f564-67ab-4926-9dfa-b3cfd209a48c", "Amount in Controversy (est.)": "8c22e675-c546-4171-a0ab-cb701f247d1f", "Risk Tolerance (strategy)": "4d9c21ee-8e8c-41a8-b154-3c18576518b8", "Adverse Party Name(s)": "7ed90947-6c62-462f-82dc-39c5ee0bf24f", "Opposing Counsel Name(s)": "0715504c-c711-4710-9996-1ff58e01bc12", "Third-Party Stakeholders": "fb78167a-2718-42e9-9d67-942c1caf7821", "Names for Conflicts Screening (legal)": "ac7b6f58-afe7-4c7b-b738-00729f298b3a", "Privilege / Confidentiality Channel": "ee6505e6-3bdf-41f9-8806-a372c64690aa", "Engagement Authority Confirmed": "5c2854a7-0609-40a3-bd53-0957e6ac840a", "Confidential Handling Instructions (case)": "3474d09a-76f2-4e51-a5bd-c2cc65013e29" }, "arranged": { "report": [ "textfield \"First name\" order 2", "textfield \"Last name\" order 3", "emailfield \"Email address\" order 4", "dropdown \"Client Role in Matter\" order 5", "dropdown \"Capacity / Representation Role\" order 6", "dropdown \"Matter Type (legal)\" order 7", "dropdown \"Representation Scope (legal)\" order 8", "textfield \"Matter Name / Working Title\" order 9", "textarea \"Facts Summary (legal)\" order 11", "textarea \"Desired Outcome (client-stated)\" order 12", "number \"Amount in Controversy (est.)\" order 13", "dropdown \"Risk Tolerance (strategy)\" order 14", "textarea \"Adverse Party Name(s)\" order 16", "textarea \"Opposing Counsel Name(s)\" order 17", "textarea \"Third-Party Stakeholders\" order 18", "textarea \"Names for Conflicts Screening (legal)\" order 19", "dropdown \"Privilege / Confidentiality Channel\" order 21", "radio \"Engagement Authority Confirmed\" order 22", "textarea \"Confidential Handling Instructions (case)\" order 24" ], "count": 26 } }, { "niche": "legal", "formKey": "engagement", "title": "Engagement, Fees & Trust Setup", "type": "up", "formId": "xABCbcZ7CqAhhm1e", "resolved": { "Legal Conflict Check Status": "68c54d5c-d70d-4f7b-9413-fe3b8116b5f9", "Fee Arrangement (legal)": "8e83861f-f789-47fa-9355-29557454de2b", "Hourly Rate - Attorney": "b4d11a3b-9b1f-49c4-b4dd-47270b486c48", "Hourly Rate - Paralegal": "9aa25ef4-e9bc-4d20-91f6-6a4fe44b677b", "Billing Increment": "b66fe22c-e561-44c4-93eb-bbd5b8fd2422", "Fee Cap / Not-to-Exceed (legal)": "5f1a25ba-5941-4149-a0c7-92d7d1301919", "Retainer Agreement Status (legal)": "215324c2-dbd6-415a-b262-b88c0aab3a3d", "Initial Retainer Amount": "e08ef857-d84b-4250-a207-36936ab2b047", "Retainer Funding Status": "b95bd2c6-3a2e-4f4d-b34a-0c2514271c09", "Trust / IOLTA Reference (no numbers)": "a08d9f51-f53c-4dff-8a0b-6023ca10379c", "Minimum Trust Balance (target)": "f25a3ccb-9214-46e1-8002-e1a70a151066", "Cost Advances Authorization": "faaa779f-baf6-4ec4-ab0b-df4a60de36ae" }, "arranged": { "report": [ "dropdown \"Legal Conflict Check Status\" order 2", "dropdown \"Fee Arrangement (legal)\" order 4", "number \"Hourly Rate - Attorney\" order 5", "number \"Hourly Rate - Paralegal\" order 6", "dropdown \"Billing Increment\" order 7", "number \"Fee Cap / Not-to-Exceed (legal)\" order 8", "dropdown \"Retainer Agreement Status (legal)\" order 10", "number \"Initial Retainer Amount\" order 11", "dropdown \"Retainer Funding Status\" order 12", "textfield \"Trust / IOLTA Reference (no numbers)\" order 13", "number \"Minimum Trust Balance (target)\" order 14", "radio \"Cost Advances Authorization\" order 15" ], "count": 16 } }, { "niche": "legal", "formKey": "litigation", "title": "Litigation & Court Setup", "type": "up", "formId": "23SB3fuPTeS4koqJV", "resolved": { "Court/Agency": "71feb857-7d46-41a0-b85f-a3618838baeb", "Jurisdiction / Venue": "16562a48-0394-47d7-bec6-bb517c12410f", "Case / Docket Number": "b4a8b805-e519-433a-b18f-3fc2d0e3dd00", "Filing / E-Filing Method": "51ebce97-3e91-46c5-9d58-bf801e452389", "Statute of Limitations Date": "506c8534-6a95-4548-a9a6-0a502595b4aa", "Critical Filing Deadline (next)": "7fbafba7-b836-4580-9c74-1e46dfe8f41a", "Next Hearing / Appearance Date": "ccf17240-f108-42c7-8383-8ae7a9fe3a96", "Service of Process Status": "8fe2f500-e79e-4a1f-9520-cbace46827e1", "Preferred Service Method": "8661d970-74bb-40df-90d5-30c3df1fde41", "Matter Stage (legal)": "7dd6a9f6-98f5-43bb-a429-e889b70f0c5a", "Protective Order Status": "3959ae31-9ad6-46d6-b47a-0a4c8f71a23f", "Discovery Status (legal)": "4f646c9f-e96f-4552-86cb-af170b3f492a" }, "arranged": { "report": [ "textfield \"Court/Agency\" order 2", "textfield \"Jurisdiction / Venue\" order 3", "textfield \"Case / Docket Number\" order 4", "dropdown \"Filing / E-Filing Method\" order 5", "datefield \"Statute of Limitations Date\" order 7", "datefield \"Critical Filing Deadline (next)\" order 8", "datefield \"Next Hearing / Appearance Date\" order 9", "dropdown \"Service of Process Status\" order 11", "dropdown \"Preferred Service Method\" order 12", "dropdown \"Matter Stage (legal)\" order 13", "dropdown \"Protective Order Status\" order 14", "dropdown \"Discovery Status (legal)\" order 15" ], "count": 16 } }, { "niche": "legal", "formKey": "discovery", "title": "Evidence, Discovery & Resolution", "type": "up", "formId": "xARR3aVvMJb3FcVc", "resolved": { "Evidence Sources (initial)": "dbeed79c-369a-4654-bf92-746baa80fcaf", "Evidence Links / Locations": "50549c94-c760-404f-9b5d-96b7d8c3e549", "Witness List (initial)": "b9edbdeb-f5b4-45a4-9e8c-b7bc938ebcfe", "Expert Witness Needed": "9596e6a5-bd75-46d2-9b92-edd241677550", "Client Availability for Testimony": "5bae9204-0588-42f2-b0b1-093f8b3b0e8a", "Insurance Involved (claim)": "45b921c8-3fb1-4e01-af86-e84891462fb2", "Insurer Name(s)": "6b1c30c9-6ec6-4b09-ad38-8f596fb021cc", "Claim Number(s) (if any)": "42e00d0d-3df9-45bd-ba66-03bf5190891f", "Settlement Authority Limit": "668ee957-9305-4cac-be88-4d42e4938a57", "ADR Preference": "edbebba6-65c0-4d1d-9bef-f5bec066d033" }, "arranged": { "report": [ "dropdown \"Evidence Sources (initial)\" order 2", "textarea \"Evidence Links / Locations\" order 3", "textarea \"Witness List (initial)\" order 4", "dropdown \"Expert Witness Needed\" order 5", "dropdown \"Client Availability for Testimony\" order 6", "dropdown \"Insurance Involved (claim)\" order 8", "textarea \"Insurer Name(s)\" order 9", "textfield \"Claim Number(s) (if any)\" order 10", "number \"Settlement Authority Limit\" order 12", "dropdown \"ADR Preference\" order 13" ], "count": 14 } }, { "niche": "legal", "formKey": "lifecycle", "title": "Matter Lifecycle & Records", "type": "up", "formId": "24j4usHxSiugDsJ79", "resolved": { "Publicity / Media Sensitivity": "738cb116-ad5e-425b-94b9-5619dcf66c6a", "File Retention Term (legal)": "f8f26f7a-60df-4daa-8a7c-e11b57250ce8", "File Destruction Eligible Date (legal)": "98025f7c-e78b-415a-a88e-0a59558e6a49", "Matter Close Reason": "82379676-8dda-4441-826c-65b577792460", "Referral-Out Details (legal)": "ceedb05e-9a8e-40f9-91f8-e06946fcf2af" }, "arranged": { "report": [ "dropdown \"Publicity / Media Sensitivity\" order 2", "dropdown \"File Retention Term (legal)\" order 4", "datefield \"File Destruction Eligible Date (legal)\" order 5", "dropdown \"Matter Close Reason\" order 6", "textarea \"Referral-Out Details (legal)\" order 7" ], "count": 8 } } ]