Add node

Drag the canvas to pan. Drag a node to move it. Drag from a node's right dot to another node's left dot to connect them.

Click to remove connectionClick to remove connectionClick to remove connectionClick to remove connectionyesClick to remove connectionnoClick to remove connectionClick to remove connectionyesClick to remove connectionnoClick to remove connectionClick to remove connectionyesClick to remove connectionnoClick to remove connectionClick to remove connectionClick to remove connectionClick to remove connectionyesClick to remove connectionnoClick to remove connectionClick to remove connectionnext stepClick to remove connectionexhaustedClick to remove connectionClick to remove connectionyes
New lead imported
properties → leads
Orchestrate
job: orchestrate
Vet lead
job: vet_lead
Score ≥ 50?
lead.score
Close — Lost
status → dead
Research owner
jobs: plan_research → run_research → find_contact
Contact located?
verified phone/email
Mark unreachable
status → unreachable
Start outreach sequence
job: run_outreach_sequence (14-day cadence)
§1582 timing OK?
timing_eligible
Hold until eligible
wait for timing bar
Send touch (SMS/email/mail)
channel per step
Wait per cadence
day 0/3/4/7/10/14
Replied?
inbound reply
Triage reply
job: triage_reply
Sequence exhausted?
14 days / 6 steps
Send agreement
fee ≤ 10% · DocuSeal
Signed?
agreement_signed
Graduate to Claim Pipeline
create claim record
Reference flow for the Lead Pipeline: vet imported leads, locate contacts, run the 14-day outreach cadence, and get a §1582 agreement signed. Signed leads graduate to the Claim Pipeline.