14 PHP features explicitly deferred on 2026-05-14. Documented here so they can be revisited after Phase H ships. Re-evaluate priority when Phase A-H lands.
The site is live. - And the intake form just got a lot more polished.
Two days, three wins. We polished every place where the intake form was rough around the edges, gave clients their own simple login that lands them straight on their form (no admin clutter), and pushed the entire platform to production. The live site is up at fsl-law-saas.vercel.app right now.
Intake Form Polish
Every input field on the intake form now matches the kind of data it’s collecting. Dates open a real calendar instead of asking you to type slashes. Phone fields open the phone keypad on mobile. Email fields open the email keyboard. Picking a burial preference and changing your mind is now a single click instead of a dead end. The form looks and behaves the way clients expect a polished web app to behave.
- 01Calendar Date Pickers Everywhere. Every date field (date of birth, marriage date, date of death, child’s DOB, signing date, cash-on-hand snapshot date) now opens a calendar with year and month dropdowns. Picking a 1948 date of birth no longer means clicking back 78 times. For dates that can’t be in the future (births, deaths, snapshots) the calendar greys out tomorrow onward, so it’s impossible to pick an invalid date.
- 02Mobile Keyboards Match the Field. Email fields now open the email keyboard on mobile. Number fields (number of children, ownership percent, last 4 of an account) open the numeric keypad. Percentage fields use a decimal keypad with two-decimal precision steps. The little details that make a form feel native instead of generic.
- 03Browser Autofill Works on Names. The first/middle/last name fields on My Information now tell the browser exactly what they are, so a returning client’s saved profile autofills with one tap. Email fields likewise.
- 04Click-to-Deselect on Burial Preference. The five burial preference cards (Burial / Cremation / Greenest Method / Other / No preference) now toggle off if you click the same one again. Same pattern as every other Yes/No card on the form. No more “I clicked Cremation by accident and there’s no way back to nothing selected.”
- 05Smoother Section Transitions. Moving from Section 1 to Section 2 (or any two sections) now does a soft fade-up instead of an instant snap. Subtle, but the form feels less jarring to scroll through.
- 06Sidebar and Form Now Top-Align. The progress sidebar on the left and the form column on the right used to start at slightly different vertical positions when scrolled to the top. Now they line up perfectly.
- 07Unified Animation Across Menus. Every dropdown, calendar popover, and dialog on the platform now opens and closes with the same animation timing and direction. Looks like one product instead of a stitched-together collection of components.
- 08Welcome Token Card Moved. The “welcome credit for new firms” setting moved from the Packages & Pricing page (where it didn’t fit) to the Firms management page (where it’s next to the actual list of firms it affects).
Client Login + Site is Live
Until now the platform was staff-only: every account was an admin or a paralegal. Today we shipped a fourth role called “client.” Firms can create a client account, hand the client a login, and the client lands on a stripped-down version of the app that shows only their intake form. No admin pages, no token balance, no settings menu. Just “here’s your form, fill it out.” And the whole platform is now deployed to production for the first time.
- 01The Site is Live. The platform is now running in production at https://fsl-law-saas.vercel.app. Every commit to the main branch auto-deploys; staging and production are now the same environment for review purposes. A custom domain (something on thelegacy.cloud) can be wired up whenever you’re ready.
- 02Client Role. Firms can now create accounts with role “Client” instead of Admin / Staff / Super Admin. Created from the same /admin/users page everything else is created from. New “Client” option is the default for new accounts.
- 03Stripped-Down Client App Shell. When a client logs in, they see a clean header with only an “Intake” nav pill. No admin link, no token balance pill, no view switcher. The brand mark in the header takes them to their intake form, not to a dashboard they can’t use. Visiting an admin URL by accident silently bounces them back to their intake.
- 04Smart Post-Login Routing. A new sign-in handoff page checks the role and routes accordingly: clients to /intake, everyone else to /dashboard. Same login form, smarter destination.
- 05Staff “Clients” Listing. A new /clients page lets the firm’s staff browse every client in their tenant, see what status each client’s intake form is in (untouched / in-progress / submitted / locked), and jump straight into the form to review or assist. Replaces the previous workflow of digging through the firms management page.
- 06End-to-End Verified. Created a test client account, logged in, landed on /intake/2/1, confirmed the nav shows only Intake, confirmed visiting /admin/* and /dashboard and /profile all redirect back to the intake form. No accidental admin exposure.
- 07Document Generation Foundation. Two new database fields on the document generation table to support regenerating the same document weeks later: a frozen snapshot of the intake at the moment of generation, and a clean “who is this for” pointer to the client. Sets up the next phase of work without changing anything visible yet.
- 08Production Database Migrated. Two schema changes were applied to the live database before code deploy: tightened up how saved people (children, executors, etc.) are tracked across save events, and added the regeneration-snapshot fields above. Both migrations were verified directly against production before pushing.
- 09Race Condition Fix on Form Creation. Caught and fixed a quiet bug that could have hit the very first time a brand-new client visited /intake under heavy load (two requests both trying to create their form at the same instant). Now exactly one form gets created, no matter how the requests interleave.
- 10186 Automated Tests, All Green. Full test suite passing, production build clean, smoke-tested every authentication boundary on the live URL.
Yesterday was the “make every interaction feel right” pass on the intake form. Today was a milestone: the platform is live in production, and clients have their own login that drops them on exactly the page they need. Together that means a real client can be invited to the platform right now, log in, fill out a polished intake form on their phone or laptop, and the firm’s staff can review their answers in real time. The product crossed from internal demo to a thing you can actually hand to someone.