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Intake / Leads
Demo intake leads (saved in this browser session). Open a matter or create a client from any lead. Client submissions update the row. Seeded links use stable tokens (demo-token-seed-002 pending, demo-token-seed-001 submitted) — copy from the Intake link column or open the form directly.
| Created | File | Email recipient | Intake (preview) | Intake link | Conflict check | Workflow | Demo action | Status | Client submitted |
|---|---|---|---|---|---|---|---|---|---|
| 8/4/2026, 3:00:00 PM | FL-2026-007 | Jordan Hale (Demo) jordan.hale+demo@example.com | Jordan Hale (Demo) Cash Residential Purchase 418 Bayview Sample Lane, Sample City, FL 32001 Role: buyer | /demo/intake/demo-token-seed-003 | Matter: FL-2026-007 | Link saved | Pending client | — | |
| 4/8/2026, 9:15:00 AM | FL-2026-006 | Noah Carter noah.carter+new@example.com | Noah Carter Financed Residential Purchase 7 Pine Road, Orlando, FL 32801 Role: buyer | /demo/intake/demo-token-seed-002 | Complete conflict check first | Link saved | Pending client | — | |
| 4/2/2026, 4:20:00 PM | FL-2026-008 | Bayflip Holdings LLC (Demo) closings+bayflip-demo@example.com | Bayflip Holdings LLC (Demo) Cash Residential Purchase 902 Flipper Sample Loop, Demo Lakes, FL 32712 Role: buyer | /demo/intake/demo-token-seed-004 | Matter: FL-2026-008 | Link saved | Pending client | — | |
| 4/2/2026, 10:00:00 AM | FL-2026-005 | Noah Carter noah.carter+demo@example.com | Noah Carter Cash Residential Purchase 22 Maple Ave, Winter Park, FL 32789 Role: buyer | /demo/intake/demo-token-seed-001 | Complete conflict check first | Link saved | Submitted | Noah Carter noah.carter+demo@example.com 4/3/2026, 2:30:00 PM | |
| 3/30/2026, 12:00:00 PM | FL-2026-009 | Riley Quinn (Demo) riley.quinn+demo@example.com | Riley Quinn (Demo) Cash Residential Purchase 77 Surplus Sample Trail, Pine Ridge Demo, FL 32148 Role: Former owner / heir (demo) | /demo/intake/demo-token-seed-005 | Matter: FL-2026-009 | Link saved | Pending client | — |