A private, multi-user workspace where one or more claimants (Principals) and a Case Navigator gather everything a personal-injury/accident case needs — intake, questionnaire, documents, stages, and the path to the right attorney. Each person gets their own portal; the shared case facts live in one place; a Navigator/Admin coordinates and can see the whole picture. Built on Supabase (auth + database + storage) with row-level security enforcing who sees what, and deployed on Vercel.
| Role | Who | Can do | Sees | Status |
|---|
| Owner / Admin | Danny (you) | Everything: create cases, add/remove people, set roles, configure reminders & automation, run reports, oversee all cases from the back office. | All shared & counsel-only content across every case; sees that "Only me" items exist (not their contents). | DB ready |
| Case Navigator | You or a staffer, per case | Coordinate one case: fill/verify data, request documents, move stages, send reminders, invite people. | Everything shared + counsel-only in their case. | DB ready |
| Principal (Claimant) | Esther, Savi (multi-claimant) | Own portal: complete their questionnaire, upload & label docs, set each item's visibility, sign, track their own progress. | Shared case file + their own private items. Not another Principal's "Only me" items. | DB ready |
| Counsel (Attorney) | The vetted/selected lawyer | Review the assembled brief; see what's shared to counsel; limited edit. | Shared + Counsel-only items; not "Only me". | To build |
| Observer / Viewer | Trusted viewer (optional) | Read-only. Cannot change anything. | Shared items only. | To build |
| # | Feature / module | What it does | Primary users | Status |
|---|
| 1 | Direct login | Each person gets a secure login link to their own portal (magic-link style). No shared passwords. | All | DB ready |
| 2 | Free-speak intake | Talk or type your story; voice-to-text captures it and opens the case file. | Principal | Built (UI) |
| 3 | Questionnaire (A–I) | Guided sections: about you, the accident, other party, police, injuries, insurance, witnesses, damages, documents checklist. Auto-saves. | Principal, Navigator | Built (UI) · wire save |
| 4 | Document Upload Center | Upload any file → label which section it's for → add a note → choose who can see it. Lands in the right area of the file. | Principal, Navigator | Built (UI) · wire storage |
| 5 | Per-person portal | Each Principal sees their own dashboard, their docs, their progress — plus the shared file. | Principal | DB ready · wire |
| 6 | Shared case file | Accident facts, police report, insurance — one shared record visible to all (by default). | All | DB ready |
| 7 | Multi-claimant / split tracking | Two+ Principals tracked separately — each with their own progress, private items, and path — over the shared facts. | All | DB ready · wire |
| 8 | Stages (7-stage journey) | Intake → Documents → Statement → Case Brief → Find Counsel → Lawyer Review → Managed. Always shows where you are. | All | Built (UI) · make live |
| 9 | Progress / % completion | Per-area bars + overall ring + per-person %. Recalculates as items come in. | All | Built (UI) · compute live |
| 10 | Activity log / audit | Every action tracked — adds, edits, checkbox changes, uploads, re-labels and visibility changes — who, what, when. Feeds the full change history (see #15). | Navigator, Admin | DB ready · wire |
| 11 | E-sign & consent | Signature pad + consent checkbox; multi-signer for joint claimants; each signs their own. | Principal | Built (UI) · wire |
| 12 | Automatic reminders | Missing docs/fields become gentle nudges (email/SMS) until they're in; per person, per case. | System → Principal | To build |
| 13 | Notifications | Alerts on new upload, completed signature, stage change, new note. | All | To build |
| 14 | Reports & export | Assemble the clean case brief; export/download the file; delete on request. | Navigator, Admin | To build |
| 15 | Full change history (versioning) | Every change is tracked — not just adds. Edit a field, tick or untick a checkbox, replace or re-label a document, change who can see something: the system records what changed, from → to, who did it, and when. Nothing is overwritten silently. | All · reviewed by Navigator/Admin | To build |
| 16 | Per-person summary report | A single report page for each person that pulls everything together — their details, progress %, their documents, outstanding items, and recent activity — in one place. Viewable on screen and exportable. | Principal, Navigator, Admin | To build |
| 17 | Offline / email fallback tracking | If someone would rather email their documents or hand them over than upload, that's fine — the Navigator logs it and the file records the item as received by email / offline, with date and note, so nothing falls through the cracks. The system still surfaces why online is easier, safer and free — to bring them back in. Every offline item shows in the file, the activity log, and the % just like an uploaded one. | Navigator, Admin | To build |
| 18 | Personalized "where you're at" note | Each person's back office opens with a warm, eye-candy note addressed to them: "Hi Esther 👋 — you're 35% there. You've done X. Do next (priority): Y. Still to come: Z." It confirms progress as they add things and cues what's next and what's lagging. Updates live. | Principal | Built (mockup) |
| 19 | Data retention & portability | Your file is always yours. If the case splits, or a Principal changes or transfers attorney, each person keeps their own working version — nothing is lost, and they can log in and access it at any time. Built on per-person ownership so a case can fork without anyone losing their record. | All | DB ready |
| 20 | Admin visual status board + per-role reports | The "where everything's at" board — per-person progress rings + hover-for-detail area tiles — plus on-demand reports scoped by role, and an "open back office" button for any person. Principals also see the shared front-end board of where everyone's at. | Admin, Navigator | Built (mockup) |
Where you (Owner/Admin) run everything — across this case and every future one.
| Admin capability | What you can do | Status |
|---|
| Manage cases | Create a new case from the template, name it, archive it. | DB ready |
| Manage users | Add a person (name + email + role), remove them, resend their login link. | DB ready · panel UI |
| Roles & permissions | Set/change each person's role (Navigator, Principal, Counsel, Observer); permissions enforced by the database. | DB ready |
| Invite flow | Add a person → system generates their secure login link → you send it (or it emails once Resend is wired). | To build |
| See everything | Full view of all shared + counsel content, all documents, all activity, all progress. | DB ready |
| Reminder / automation config | Turn reminders on/off, set cadence, choose which missing items trigger a nudge. | To build |
| Reports / oversight | Case status board, % complete per person, outstanding items, audit review, exports. | To build |
| Per-person report | Open or export a single summary report for any person — their whole file at a glance. | To build |
| Change-history review | See the full from→to history of any field, document, or checkbox across the case. | To build |
| Stage control | Advance a case through the 7 stages; mark milestones done. | To build |
| Table | Holds | Status |
|---|
| cases | Each case (the accident matter). Template-cloneable for future cases. | Built |
| case_members | Who's on a case + their role (navigator / principal / viewer / counsel). | Built |
| responses | Every questionnaire answer — keyed by section & field, with owner + visibility. | Built |
| uploads | Each document: file, section label, note, owner, visibility. Files in secure storage. | Built |
| activity_log | The audit trail — who did what, when. | Built |
| change_history | Field-level history: every value change (from → to), checkbox toggle, document re-label and visibility change — the full versioned record behind #15. | To add |
| stages / tasks | The 7 stages + per-area checklist items & completion — drives % and reminders. | To add |
| reminders | What's outstanding, when to nudge, last sent. | To add |
Bold, simple language that keeps reminding people why they're here: it's secure, it's one place, and it saves the time, cost and chaos of emailing, sorting and re-sending by hand. We want people to trust it and use it — the offline option is there as a safety net, not the default.