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Backup & Data
Backups include clients, leads, deals, and settings in one file. Connect a backup file for automatic saves, or export manually.
Google Sheet Lead Feed
In Google Sheets: File → Share → Publish to web → choose the leads tab → CSV, then paste the link here. New rows are pulled in automatically each time the CRM opens, and on demand with Sync.
Import from Pipedrive (CSV)
Export your Leads and Deals from Pipedrive as CSV, then load them here. Duplicates (same name and email) are skipped.
Labels
Tags for deals and projects (legal plan providers, lead sources). Toggle them on a deal in its drawer, or on a client at the top of the file.
Stage Email Templates (Drip)
When you drag a deal into a stage that has a template, the CRM offers to open a pre-filled Gmail draft to that client. Nothing sends without you hitting Send. Placeholders: {{first}}, {{name}}, {{value}}.
Defaults
| Client Name | Status | Created | Modified | Actions |
|---|
New Client - IEP Trust Intake
Section 1: Grantors
Section 2: Execution Details
Section 3: Children
Section 4: Assets (§ 4.05)
4.1 Real Property
4.2 Bank/Savings/Investment Accounts
4.3 Retirement Accounts
4.4 Business Interests
4.5 Life Insurance
4.6 Vehicles
Section 5: Successor Trustees (§ 10.03)
Add up to 5 successor trustees in order of preference.
5b. Guardian Designations (Pour-Over Will § 3.02)
Guardian(s) for minor children if both parents pass away. If left blank, successor trustees will be used.
5c. Power of Attorney Agent Designations
Uncheck if the husband or wife wants different successor agents for their Healthcare or Property POA.
6. Wasiyyah Bequests (§ 5.02 — up to 1/3 of the estate)
Optional. Specific bequests from the Deceased Spouse's 1/3 portion to non-heir beneficiaries (charity, mosque, non-heir relatives, friends). Leave blank for 100% per Mawārith. The mandatory wasiyyah wājibah for orphaned grandchildren under § 5.10 takes priority if triggered.
7. Notary & Witnesses
Section 8: Mawārith Heirs
Only required if Grantors have no children — when children exist, siblings, grandparents, and extended family are blocked (ḥajb) from inheriting under Sunni Mawārith.
Husband's Parents
Wife's Parents
Additional Heirs
Section 9: Named Scholar (Optional)
Section 10: Case Notes
Case Notes Timeline
Open Items
What is blocking this file. Check items off as they resolve.