Documentation

Intake

The Intake workspace is where the factual case record is entered.

The Intake workspace is where the factual case record is entered.

  • Parties capture role and tax filing status.
  • Children capture identity and parenting-schedule context.
  • Income, deductions, and expenses remain separate record types.
  • Assumption notes stay explicit instead of being buried in free-form comments.

For persisted cases, the Intake workspace can currently add:

  • parties
  • children
  • income sources
  • deductions
  • expenses
  • assumption notes

The current build does not yet provide edit and delete actions for every intake row. It is append-first while the persistence spine is being established.