AdvisorEV

Dashboard

Upcoming Appointments

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Open Tasks

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Appt Date From Appt Date To Type Show past

Name	Phone	Type	Appt Date/Time ↑	Status	Notes	Actions

Scheduled Confirmed/Kept Rescheduled Cancelled/No-show

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Title	Household	Type	Status	Actions

Title	Household	Priority	Due Date	Status	Actions

File	Practice	Members	City

Select a conversation

📅 Appointment Timeline

Practice Triggers (Matters & Pipeline)

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Scheduling Invites

Invites are always sent manually — from the Lead Inbox (📅 Invite to Schedule) or a file's page.

Blackouts

Days or windows when no bookings are offered — even with nothing on the calendar. Full day: leave times blank.

Quick block — tap a day:

From

Start

End

Buffers

Adjustable here or in Settings → Booking.

Minimum notice (hours)

Max days out

Gap between appts (min)

Slot increment (min)

Received	Name	Contact	Message	Source
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CSV Exports

Each export includes only data visible to your account. Files open directly in Excel.

Full Backup (Owner Only)

One JSON file containing every record — households, contacts, matters, appointments, tasks, pipeline, message history, and non-secret settings. Credentials and tokens are never included. Store it somewhere safe (restoring is a manual operation — ask Claude when needed).

Law Practice — Papola Law LLC

Organization Name

Office Phone

Office Address

Wealth Practice — Shore Legacy

Organization Name

Office Phone

Office Address

Generic Fallback (used when a practice field above is blank)

Organization Name

Office Phone

Office Address

SMS Configuration

SMS Provider

API Username (VoIP.ms login email)

API Password

DID (10 digits, no dashes)

Setup: In the VoIP.ms portal, enable the API under Main Menu → API and set an API password. Under DID Numbers → Manage → Edit DID, enable SMS and paste the webhook URL below into the SMS URL field.

Account SID

Auth Token

Phone Number (10 digits, no dashes)

Setup: In your Twilio Console: Phone Numbers → Manage → Active Numbers → your number → Messaging. Set the webhook URL below as the "A Message Comes In" URL with HTTP POST.

Incoming SMS Webhook URL

SMTP / Email Settings

From Name

From Email

SMTP Host

SMTP Port

SMTP Username

SMTP Password / App Password

Google Workspace / Gmail: use your full email as the username and an App Password (Google Account → Security → App Passwords). Host smtp.gmail.com, port 587.

Email Signatures ({email_signature} merge field)

Papola Law Signature

Shore Legacy Signature

Generic Fallback Signature

Google Calendar Integration

Calendar ID

Event Duration (minutes)

Event Title Template

Placeholders: {appointment_type} {appointment_method} {appointment_duration} {display_name} {full_name} {first_name} {last_name} {phone} {household_name} {organization_name}

Invite Client as Attendee

Auto-Sync on Create/Update

Appointment Types

Types drive the appointment modal. Defaults prefill method and duration (overridable per appointment). "Sequenced" types get 1st/2nd/3rd labels per household; others show by name only. When Calendly is linked later, its event types will map onto these.

Name	Default Method	Default Duration	Buf Before	Buf After	Sequenced	Active

Automation Engine

Automation Enabled

Master kill-switch — when off, no automated emails or texts are sent or queued.

Cron Secret

Shared key required by the /api/cron/* endpoints (systemd timers).

Lead Sources

Marketing attribution — the "how they found us" options offered on every file. Deactivating hides an option from dropdowns without touching historical records. Channels (web form / email / phone / lead magnet) are fixed — the intake pipeline stamps those automatically.

Website Form Intake

The papolalaw.com form posts to /api/public/lead-intake. Every submission is stored before any spam filtering — nothing is ever lost, only classified.

Intake Key (optional)

If set, the form must send this value. Filters out drive-by bots that POST directly to the API.

Turnstile Secret Key (optional)

Cloudflare Turnstile server key. Blank = Turnstile check off. Failures are flagged as spam, not rejected.

Notify Email (optional)

Get an email for each new lead that lands in the New tab. Blank = off. Requires SMTP settings.

Client Intake Page

The questionnaire clients receive by secure link (and you open in attorney mode from any file). The invite email is editable on the Templates page (\u201cIntake: Questionnaire Link\u201d).

Public Page URL

Base URL used in emailed links once the papolalaw.com proxy is live. Blank = links point to app.advisorev.com (works today).

Logo URL

Shown at the top of the intake page. Blank = uses the booking page logo.

Trust / Encryption Notice

Shown with a \uD83D\uDD12 under the page title. Keep it honest \u2014 data is encrypted in transit; SSN and medical answers are also encrypted at rest.

Linked from the trust notice and the page footer. Blank = no link.

Inbound Email Scanning (IMAP)

Email Scanning Enabled

Polls the mailboxes below every 15 minutes. Reads with PEEK — your unread markers are never touched.

IMAP Host

Mailbox 1 — office intake (eager)

Email Address

App Password

Mode

Mailbox 2 — day-to-day inbox (conservative)

Email Address

App Password

Mode

Known clients (matched by email) are logged on their household as a subject-and-snippet activity. Unknown senders become lead candidates per the mailbox mode above.

Form Notification Subject Prefix

If the website form also emails you (fallback path), the scanner recognizes those by this subject prefix and skips ones already captured via the API.

Booking Hours

When clients can book. One-off exceptions go in Blackouts on the Bookings page.

Availability Calendars

Events on these calendars block booking slots. "Skip" patterns exclude matching event titles (like a partner's OOO). Events marked Free in Google never block.

Booking Page Text

The words clients see on the booking page. Merge fields: {invited_name}, {appointment_type}, {duration}, {appointment_method}, {organization_name}, {office_phone}. Blank = default.

Header sub-line

No-times message

Booked heading

Cancel prompt

Booking Page

Public Page Base URL

Used in invite emails. Leave blank to use /book.html?t=<token> on this app.

Timezone

Logo URL

Shown at the top of the booking page. Paste the URL of a logo image hosted anywhere (e.g. your website).

Save first — preview shows saved settings with sample client data and your live availability.

Task Rules

When something happens (an appointment is created, a file changes status, a lead converts), a rule can create a task checklist. Auto creates the tasks silently; Ask shows a checkbox prompt at that moment so you approve each one; Off keeps the checklist but never fires.

Name	Email	Role	Practices	Active	Actions

Appointments by Month

Messaging Volume

Pipeline

Matters

Leads by Source

How they found us — files opened in this range.

Leads by Channel

How they reached us — form, email, phone, lead magnet.

Dashboard

Upcoming Appointments

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