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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 (or a project into Pending Client Approval), the CRM opens the email for review. Nothing sends until you press Send. Placeholders: {{first}}, {{name}}, {{value}}, {{spouseFirst}}, {{andSpouse}}, {{signingDateLong}}, {{oooLine}}, {{reviewLink}}, {{bookingLink}}, {{insuredLine}} (a homeowner's-insurance bullet, printed only when the file has real property). The "File closed" template opens when you press Close file on a project; the three questionnaire reminders are sent by the automatic reminder job below when it is switched on.
Client Questionnaire (PDF)
The PDF attached to the Contact Made/Attempted email, and to any email where "Attach the client questionnaire PDF" is ticked. Replace it here whenever the questionnaire changes; every email from then on carries the new file under its own filename.
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Document Explanation Guide (PDF)
Attached to the drafts-for-review email (Pending Client Approval) and to any email where "Attach the Document Explanation Guide PDF" is ticked. Replace it here whenever the guide changes.
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Dropbox
Each client file gets a folder under /ISLAMIC ESTATE PLANS in the firm's Dropbox, named "Surname, Husband and Wife", with 01 Intake, 02 Drafts, 03 Signed, 04 Funding and 05 Correspondence inside. New files get their folder when first saved (an existing folder with the same surname is linked instead of duplicated). Generated documents are saved to 02 Drafts instead of downloading. Open in Finder uses the PiJob Folder Opener installed on each computer.
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Automatic Reminders
The reminder job (the crm-scheduler Edge Function, run by a daily Supabase Cron job at 9:30 AM Central) acts on these switches once it is deployed. Both switches are off until you turn them on. Every automatic email is blind-copied to alex@wasiyyahlaw.com and noted on the deal.
Defaults
| Client Name | Status | Created | Modified | Actions |
|---|
New Client - IEP Trust Intake
Section 1: Grantors
When set it is used verbatim on the title page, in Article 1, the footers, the Certification, the Will, the POA funding clause, the Assignment, the funding documents and the Statement of Religious Obligations. The default is "[Grantor] Individual Revocable Living Trust" or "[Husband] and [Wife] Joint Revocable Living Trust".
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.
From the questionnaire POA pages. In a joint file both spouses' documents follow these settings.
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 9A: Family Residence at First Death (Article 16)
Section 10: Case Notes
Case Notes Timeline
Open Items
What is blocking this file. Check items off as they resolve.
Dropbox Files
The client's folder in the firm's Dropbox. Generated documents land in 02 Drafts; drop the questionnaire and intake papers in 01 Intake, signed sets in 03 Signed, funding paperwork in 04 Funding, letters in 05 Correspondence. Open in Finder uses the PiJob Folder Opener installed on this computer.