Legal Language Lock

Medical-adjacent support, post-operative assistance, companion care, and concierge services. No skilled nursing unless separately licensed and contracted.

Owner Lead Pipeline

Google Sheets connected lead command center.

Review discovery call requests, pull cloud leads from Google Sheets, update lead status, sync owner notes, and export your local lead vault for backup.

v1.3 Backend Connection

Apps Script Web App URL

Paste the deployed Google Apps Script Web App URL here after copying the included apps-script/CODE.gs file into Apps Script. This saves the URL in this browser only.

1. Website IntakeDiscovery Call form captures client, family, partner, or DBA inquiry details.
2. Local BackupLead is saved in this browser immediately to prevent data loss.
3. Google SheetsApps Script writes lead rows to DISCOVERY_LEADS and audit logs.
4. Owner ReviewStatus, priority, owner notes, and exports support follow-up workflow.

Lead controls

Use local backup and Google Sheets together. If cloud pull fails, your local vault still works.