Fourscore Law Demo

Estate-planning intake automation

Live-demo workspace for Helen: run a fresh dummy intake, review the workflow state together, and capture feedback before production cutover.

Current safe mode: internal form → signed webhook → Inngest → mock LEAP/WC downstream.

Live demo console

Run a new dummy client through the form

  1. Click the internal Google Form button below. It opens in a new tab.
  2. Use an obvious dummy name, like Helen Live Demo.
  3. Use a safe demo email ending in @bob.pro so this log is allowed to show it.
  4. Submit the form, come back here, and watch the log refresh every 5 seconds.
  5. Pause at the Helen approval step: that is the real human gate before Xodo.
Open internal form

Last refreshed: loading…

Zapier-style run log

Loading latest run…

Submit the internal form with an @bob.pro dummy email to populate this panel.

The log hides non-demo data. Use a dummy name plus an @bob.pro email in the internal form.

1. Internal Google Form

REAL demo input

A dummy response is submitted through the internal test copy, not Helen's production form.

2. Apps Script + signed webhook

REAL plumbing

The form trigger signs the payload and posts to the preview webhook with HMAC verification.

3. Inngest workflow

REAL orchestration

The workflow run creates durable steps so vendor writes can retry safely without duplicate side effects.

4. Postgres workflow state

REAL state/audit

Webhook, intake, matter, approval, audit, and vendor-call rows are written with firm scope.

5. Google Sheet status mirror

OPTIONAL interim view

Postgres remains the source of truth; a sanitized row can mirror to a Google Sheet for Helen until the cockpit dashboard ships.

6. LEAP matter

MOCK until LEAP credentials

The interface is exercised, but real LEAP matter creation waits on Marketplace credentials.

7. WealthCounsel

MOCK / pending vendor approval

The production questionnaire/pre-fill path stays gated until WC approves and issues credentials.

8. Google Doc + Gmail

APPROVED dummy real mode

Real Google/Gmail can be enabled for Bob.Pro or dummy recipients only; production recipients remain gated.

9. Xodo Sign + payment

SANDBOX / gated

Dummy sandbox proof exists. Real-client Xodo sends and production payment emails need separate approval.

Live demo conversation guide

  1. Start by asking Helen to treat this like a working session: point out anything that does not match her day-to-day process.
  2. Submit a fresh dummy intake together so she can watch the workflow move from form response to backend handoff.
  3. Pause on the approval step and confirm what Helen needs to see before a letter is allowed to move forward.
  4. Call out the live pieces plainly: webhook, Inngest run, database state, audit trail, and optional Google Sheet mirror.
  5. Call out the intentionally mocked pieces plainly: LEAP and WealthCounsel stay mocked while vendor approval/credentials are pending.
  6. End with decisions: production-form timing, review-status wording, approval recipients, and when to turn on each real vendor path.

Do-not-cross gates

  • Helen's production form is not bound yet.
  • WC and LEAP real credentials are still pending.
  • Real-client Xodo sends remain off.
  • Production payment links/emails remain off.
  • Temporary preview bypass is kept only for demo testing, then removed/rotated.