{
  "slug": "client-intake",
  "name": "Client intake",
  "description": "Collect the facts, documents, and consent you need before the first billable hour.",
  "page": "https://lazerforms.com/use-cases/client-intake",
  "create_url": "https://lazerforms.com/signup?template=client-intake",
  "fields": [
    {
      "id": "ci_name",
      "type": "text",
      "label": "Full legal name",
      "required": true,
      "description": ""
    },
    {
      "id": "ci_email",
      "type": "email",
      "label": "Email address",
      "required": true,
      "description": ""
    },
    {
      "id": "ci_phone",
      "type": "text",
      "label": "Phone number",
      "required": true,
      "description": ""
    },
    {
      "id": "ci_entity",
      "type": "text",
      "label": "Company or trading name",
      "required": false,
      "description": ""
    },
    {
      "id": "ci_referral",
      "type": "select",
      "label": "How you found us",
      "required": false,
      "description": "",
      "options": [
        {
          "label": "Search engine",
          "value": "search_engine"
        },
        {
          "label": "Referral from a client",
          "value": "referral_from_a_client"
        },
        {
          "label": "Referral from another firm",
          "value": "referral_from_another_firm"
        },
        {
          "label": "Professional directory",
          "value": "professional_directory"
        },
        {
          "label": "Conference or event",
          "value": "conference_or_event"
        }
      ]
    },
    {
      "id": "ci_matter",
      "type": "textarea",
      "label": "Describe the matter",
      "required": true,
      "description": ""
    },
    {
      "id": "ci_deadline",
      "type": "datepicker",
      "label": "Any date that constrains the work",
      "required": false,
      "description": ""
    },
    {
      "id": "ci_budget",
      "type": "select",
      "label": "Budget range",
      "required": false,
      "description": "",
      "options": [
        {
          "label": "Under 5,000",
          "value": "under_5_000"
        },
        {
          "label": "5,000 to 25,000",
          "value": "5_000_to_25_000"
        },
        {
          "label": "25,000 to 100,000",
          "value": "25_000_to_100_000"
        },
        {
          "label": "Over 100,000",
          "value": "over_100_000"
        },
        {
          "label": "Not decided yet",
          "value": "not_decided_yet"
        }
      ]
    },
    {
      "id": "ci_docs",
      "type": "fileupload",
      "label": "Supporting documents",
      "required": false,
      "description": "Contracts, correspondence, or a photograph of a paper page. Up to ten.",
      "max_files": 10
    },
    {
      "id": "ci_sign",
      "type": "signature-pad",
      "label": "Signature",
      "required": true,
      "description": ""
    }
  ],
  "structure": [
    {
      "id": "ci_h1",
      "type": "heading",
      "label": "",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "text": "About you",
        "level": 2,
        "alignment": "left",
        "color": "#000",
        "font_size": 0,
        "font_weight": "700",
        "margin_top": 24,
        "margin_bottom": 8
      }
    },
    {
      "id": "ci_name",
      "type": "text",
      "label": "Full legal name",
      "config": {
        "required": true,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "minlength": 0,
        "maxlength": 0
      }
    },
    {
      "id": "ci_email",
      "type": "email",
      "label": "Email address",
      "config": {
        "required": true,
        "placeholder": "e.g., name@example.com",
        "description": ""
      },
      "meta": {}
    },
    {
      "id": "ci_phone",
      "type": "text",
      "label": "Phone number",
      "config": {
        "required": true,
        "placeholder": "Include the country code",
        "description": ""
      },
      "meta": {
        "minlength": 0,
        "maxlength": 0
      }
    },
    {
      "id": "ci_entity",
      "type": "text",
      "label": "Company or trading name",
      "config": {
        "required": false,
        "placeholder": "Leave blank if you are engaging as an individual",
        "description": ""
      },
      "meta": {
        "minlength": 0,
        "maxlength": 0
      }
    },
    {
      "id": "ci_referral",
      "type": "select",
      "label": "How you found us",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "options": [
          {
            "label": "Search engine",
            "value": "search_engine"
          },
          {
            "label": "Referral from a client",
            "value": "referral_from_a_client"
          },
          {
            "label": "Referral from another firm",
            "value": "referral_from_another_firm"
          },
          {
            "label": "Professional directory",
            "value": "professional_directory"
          },
          {
            "label": "Conference or event",
            "value": "conference_or_event"
          }
        ]
      }
    },
    {
      "id": "ci_h2",
      "type": "heading",
      "label": "",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "text": "The matter",
        "level": 2,
        "alignment": "left",
        "color": "#000",
        "font_size": 0,
        "font_weight": "700",
        "margin_top": 24,
        "margin_bottom": 8
      }
    },
    {
      "id": "ci_matter",
      "type": "textarea",
      "label": "Describe the matter",
      "config": {
        "required": true,
        "placeholder": "What you need, and what outcome would count as a good one.",
        "description": ""
      },
      "meta": {
        "minlength": 30,
        "maxlength": 0,
        "rows": 6
      }
    },
    {
      "id": "ci_deadline",
      "type": "datepicker",
      "label": "Any date that constrains the work",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "min": "",
        "max": ""
      }
    },
    {
      "id": "ci_budget",
      "type": "select",
      "label": "Budget range",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "options": [
          {
            "label": "Under 5,000",
            "value": "under_5_000"
          },
          {
            "label": "5,000 to 25,000",
            "value": "5_000_to_25_000"
          },
          {
            "label": "25,000 to 100,000",
            "value": "25_000_to_100_000"
          },
          {
            "label": "Over 100,000",
            "value": "over_100_000"
          },
          {
            "label": "Not decided yet",
            "value": "not_decided_yet"
          }
        ]
      }
    },
    {
      "id": "ci_docs",
      "type": "fileupload",
      "label": "Supporting documents",
      "config": {
        "required": false,
        "placeholder": "",
        "description": "Contracts, correspondence, or a photograph of a paper page. Up to ten."
      },
      "meta": {
        "allowed_types": "pdf, jpg, png, docx",
        "camera": false,
        "max_files": 10,
        "min_files": 0
      }
    },
    {
      "id": "ci_h3",
      "type": "heading",
      "label": "",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "text": "Engagement",
        "level": 2,
        "alignment": "left",
        "color": "#000",
        "font_size": 0,
        "font_weight": "700",
        "margin_top": 24,
        "margin_bottom": 8
      }
    },
    {
      "id": "ci_consent",
      "type": "paragraph",
      "label": "",
      "config": {
        "required": false,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "text": "By signing you confirm the information above is accurate and you authorise us to open a file and run the usual conflict checks.",
        "alignment": "left",
        "color": "#555",
        "font_size": 0,
        "line_height": "1.55",
        "margin_top": 0,
        "margin_bottom": 14
      }
    },
    {
      "id": "ci_sign",
      "type": "signature-pad",
      "label": "Signature",
      "config": {
        "required": true,
        "placeholder": "",
        "description": ""
      },
      "meta": {
        "height": 180,
        "pen_color": "#000",
        "background_color": "#ffffff"
      }
    }
  ],
  "example_submission": {
    "values": {
      "ci_name": "Jordan Ellery",
      "ci_email": "person@example.com",
      "ci_phone": "Include the country code",
      "ci_entity": "Leave blank if you are engaging as an individual",
      "ci_referral": "search_engine"
    },
    "idempotency_key": "client-intake-2026-09-09-001",
    "agent": {
      "name": "your-agent"
    }
  },
  "notes": [
    "Key every value by the field id, never by the label. A label may be renamed.",
    "A fileupload value is {\"base64\", \"filename\", \"content_type\"} or {\"url\"}, capped at 3 MB.",
    "A select value must match one of the option values exactly.",
    "A checkbox-simple value is one of yes, no, or na.",
    "A datepicker value is YYYY-MM-DD.",
    "Send an idempotency_key so a retry cannot store the same submission twice."
  ]
}