Core
Product Scope (MVP)
In-scope and out-of-scope features for the initial release
In scope
- Attorney invitation and tracking flows
- Attorney-created CC/DE enrollments from
/dashboard/attorney(select provider, enter client details, optional joint-filer intake) - DE enrollment intake captures filing inputs (
meeting_341_date,de_filing_deadline) with Chapter 7 auto-deadline support (+60 days from 341 meeting date) - Attorney "Invite Client" (creates/refreshes a
user_invitationsrow for the client email) - Public
/:providerSlug/enrollintake request form (individual/joint) that feeds provider triage - Platform-admin conversion of public intake requests into enrollment record(s) with invite delivery
- Client CC/DE enrollment and progression
- Client course actions on
/course/<enrollmentId>(accept invite, begin course, submit for counselor/review) - Minimum time gating (CC 60m, DE 120m) based on server-calculated session time
- Client dashboard at
/dashboard/client(list enrollments, open course) - Counselor queue and escalation handling
- Certificate issuance flow (scaffold) and DE filing pipeline
- Provider/admin compliance visibility
- Provider applications (capture lead + basic onboarding metadata)
Out of scope (initial)
- Bankruptcy petition preparation workflows
- Debt repayment plan tooling
- Full pro se debtor case workflows
See root prd.md for complete product detail.