DRE Session Notes — July 7, 2026

Key decisions made this session

Fee calculator added as standalone page, live calculation, 4 tiers side-by-side
Case aging dashboard added — days in tier vs target, color-coded alerting
Debtor payment page added — claim number + name + amount → Stripe
AI chatbot designed: Agent D.R.E., lead capture for new visitors, personalized for logged-in clients
Approval workflow: Germaine + Tony approvers, Anita read-only, hourly reminder cron
Data isolation: AI analysis per claim, not per client. Chatbot knows public info only.
Closed case binders: two per case — DRE internal (full) and client package (sans AI analysis)
Change tracking: audit trail on all edits, visible in DRE dashboard
Lead capture in chat: name + email required before bot answers questions
Logged-in chat: personalized greeting with case context, PII verification for deeper details
Tier progress indicator: 4-step visual on client dashboard with centered labels
Message-to-team: structured subject dropdown, logs to case file, notifies DRE team
Texas mechanic's lien: full 18-section report, pre-lien notice as Tier 2.5, resolves ~70% of construction claims
Law firm partnership: as LLC, DRE can partner via referral fee agreement (DRE 10%, firm 25%)

Service	Purpose	Priority
Proof.com	Online notarization (LPOA)	High (launch blocker)
LetterStream	Certified mail	High (launch blocker)
Stripe Connect	ACH payments + disbursement	High (launch blocker)
Law firm partner	Litigation	Medium (needed for Tier 4)
Kanary ($84/yr)	Data broker removal for Germaine	Low
Turnstile keys	Obtained	✅ Done