JL iPad Form Site
iPad interview form and consult recordings filed straight to the CRM
Data displayed in the images are mocked to protect client privacy.
Overview
An iPad app for Lulich & Attorneys that takes their paper estate-planning interview digital without changing how attorneys work. They write with an Apple Pencil on an exact replica of the paper form, and every stroke saves as a draft, so a refresh, closed tab, or sleeping iPad loses nothing.
Every consult produces two things: the handwritten interview and a Plaud recording. On Submit, the form becomes a PDF and is filed on the client's GoHighLevel contact. When Plaud finishes the transcript, it's matched to the interview by attorney and time, filed as a PDF on the same contact, and the matter owner gets a review task. Nobody downloads or uploads a file by hand.
Features
- Pen input on an exact replica of the paper interview form, with undo, redo, and draft saving on every stroke.
- Submit generates a PDF named <Last name> FORM SUBMISSION.pdf and attaches it to the GoHighLevel contact, merging with existing files so earlier documents are never wiped.
- Live client search against GoHighLevel, plus suggestions for clients whose calendar meeting is happening now.
- Plaud transcripts arrive through a Zapier webhook and match to an interview by attorney within a 90-minute window.
- Unclear matches go to an Unmatched recordings list for a person to attach, so a transcript never lands on the wrong client.
- Submissions page tracks each interview (Draft, Searching, Match found, Not found, Submitted) and re-checks every 2 minutes.
- Invite-only accounts with attorney and admin roles.
Highlights
- Access control fit for a law firm: every sign-in needs a password plus a 6-digit emailed code, only admins can invite users, and the GoHighLevel token never reaches the browser.
- Duplicate-safe webhook: rows are keyed on Plaud's CreateTime, so a re-summary updates the record instead of creating a new one. The endpoint requires a shared secret and returns 404 when none is set.
- No framework and no build step: plain HTML, CSS, and JS, with the PDF libraries loaded only when someone presses Submit.
- 29 test files with Vitest and convex-test.