Document Intake
Uploads, source-email evidence, split-out documents, and routing posture are kept visible before review.
Candidate C hybrid restoration prep
This branch keeps the verified production shell as the base, restores the remembered platform-module structure from the April redesign, preserves firm customization and prelitigation templates, and keeps every external or final legal action gated.
The product structure is restored as source-owned copy and layout, without importing stale routes, sample data, broad marketing controls, or outdated external-action assumptions.
Uploads, source-email evidence, split-out documents, and routing posture are kept visible before review.
Records requests, response matching, draft gaps, billing evidence, and safe external gates stay separated.
Treatment evidence, provider timelines, missing records, and chronology readiness are organized for review.
Bills, EOBs, ledgers, liens, payments, balances, and damages review remain distinct by source.
Demand evidence, draft readiness, exhibit workup, and final attorney gates stay clear and local-first.
Provider, payor, insurer, records, billing, radiology, and agency contacts retain source history.
Dashboard navigation continues to use existing role guards, with platform-admin surfaces separated from firm-admin work and unresolved operational work kept in local queues.
Operational readiness, risk posture, usage, audit, and gate state remain role-scoped.
Daily queues focus on deterministic internal work, fix-lists, and safe external gates.
Exception lanes separate wrong-client, low-confidence, duplicate, and source-missing evidence.
Firm settings, prelitigation templates, provider directory, external gate posture, and export readiness stay on the current authenticated route model.
Gmail, fax, live-send, portals, payments, and final legal actions remain explicit gates.
Open routeContact confidence, verified-source history, fix-lists, and recipient readiness.
Open routeCandidate B preserved: firm settings and prelitigation templates stay owner/admin scoped.
Open routeBrowser ZIP packets, local export readiness, and handoff history stay separate from sends.
Open route