Intake packet completeness: agreement, emergency contacts, service schedule, payment authorization and the same-day file setup that stops intake drift.

What you get:

• 4 phases (Intake Packet, Agreement And Payment, Contacts And Schedule, Same Day File Setup), every check executable on the real thing - by you or an AI agent
• Each check is marked agent-automatable or human decision (60% agent-automatable) and carries the why: the exact failure it prevents
• Ships as plain markdown - paste into your project tool, no software lock-in
  Updates: included. One-time price, no subscription.