Good morning, Eddie
💰 Money rhythm
⚠️ Top 10 At-Risk 0
🏆 Per-agent leaderboard (last 30 days)
🏢 Per-office leaderboard
🧠 AI anomaly flags 0
🔥 Today You Must 0
⚠️ Tonight's Risk 0
📊 This Week So Far
📈 Pipeline Snapshot
📜 Recent Activity
✅ My To-Do List
Bond Pipeline
Contacts
Leads
Bonds
| POA # | Case # | Bond Date | Defendant | Surety | Bond Amount | Premium | Balance | Stage | Actions |
|---|
Clients
Court Dates
| Date | Defendant | Court | Purpose | Status | Reminder |
|---|
Calendar
AI Intake Analyzer (one-shot)
Paste a raw intake/call note. Returns urgency, missing info, next steps, and a compliance-safe follow-up script.
Conversational Intake
Stateful AI chat. Walks through the intake checklist with the caller (or a staff member typing on their behalf).
Captured fields
Forfeiture-Risk Checklist
Compliance-safe, rules-based, explainable. No protected-class inputs. Optional AI narrative.
Premium Quote & Payment Plan
Document Generator
Plain-English drafts for office review. Not a final legal form. Pick a state to inject the right statute citation + premium range.
Money
📜 Payment Feed 0
⚠️ Collections 0
Receive Payment
Forms
Collateral
Pledged items tied to a bond. Tracked through pledged → held → returned/liquidated.
| Kind | Description | Value | Status | Lien | Bond |
|---|
POA Inventory
Powers of Attorney issued by the surety. Each is single-use; used POAs can't be reused.
| POA # | Surety | Face limit | Status | Used on bond | Issued |
|---|
Compliance Q&A
Citation-only. Will refuse if no corpus excerpt is relevant. Add statute excerpts to apps/ai/src/corpus/ to expand coverage.
Loaded corpus
Parsers
Paste raw text from a court docket or county jail roster. The AI extracts structured records.
Court docket
Paste HTML→text dump of a court calendar. Output cross-references your existing bonds.
Jail roster
Paste a county jail roster snippet. Output is a ranked lead list.
Skip-trace summarizer
For when a defendant has FTA'd. The office queries TLO/IRB/Accurint with their own credentials and pastes the report here. We never query the provider ourselves.
Indemnitor Interview
Conversational soft-pull. Captures financial / stability fields; produces a one-paragraph underwriting summary at the end. Never accepts protected-class fields.
Captured fields
Underwriting summary (populates when complete)
Review / Referral request
Only allowed on bonds resolved exonerated. Refused for forfeited bonds. Pick a bond and an indemnitor name.
Reports
Daily Take Report
By Agent 0
| Agent | Bonds | Premium | Balance |
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By Office 0
| Office | Bonds | Premium | Balance |
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Smart Collections
Tier auto-selects by days past due (1→gentle, 8→firm, 22→final). No threats; no case-outcome references.
Inbox
A unified feed of leads, audit events, and messages lands here in Wave 2.1c (audit stream) and Wave 4 (public lead intake). For now, use the existing audit log via Settings → Audit.
Recovery
Time Clock
eSignature
| Title | Recipient | Created | Status | Actions |
|---|---|---|---|---|
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Agent Commissions
| Agent | Bonds | Premium | Commission | Rate |
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