Orders

Workflow group: Pipeline · Sidebar: Orders Who sees this: Every adviser (list scoped to your own orders; Managers/Admins get scope + assignment filters).

The order is the heart of the app: the full estate-planning job for a client, run end to end. The order workspace changes shape as the order moves through its lifecycle - choosing products, capturing the fact-find, drafting documents, sending for sign-off, taking payment, gathering signatures, and finalising. See also the companion Fact-find & FF2 guide for the data-capture steps.

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Orders (list) - /orders#

• Intent: The adviser's master list of every estate-planning order they can see, and the launch point for creating a new one. Each row is a client's order with its lifecycle status and fact-find progress.
• Who can access it: Every adviser. Plain advisers only ever see their own orders. Managers/admins (elevated role at the active company) additionally get a visibility switch (Mine / My team / Everyone) and an "Assigned to" advisor filter.
• What you can do:
  • Create a new order via the "Create order" button, which opens a modal to either search for an existing client (by name/email, min 2 characters) and proceed to the order builder, or "Create new user" (captures minimal details then chains into the order builder).
  • Search the list by client name, email, or company.
  • Filter by order status (Draft, Awaiting sign-off, Approved by client, Awaiting verification, Awaiting payment, Changes requested, In processing, Requires signatures, Completed).
  • Managers/admins: switch scope between their own, their team's, and the whole company's orders; filter by assigned adviser.
  • Sort by created date; page through results (10 per page).
  • Open any order by clicking the row or the "View" action.
  • Deep-link support: arriving with a status in the URL pre-filters the list (used by pipeline links).
• What you see: A page header with title/subtitle and the "Create order" button; a table with columns Client, Company, Adviser, Created, Fact-find (status badge), and Status (status badge). Elevated users see the scope toggle in the filter row.
• States: Loading and empty states are handled by the table (empty shows a "no orders" message). The create modal shows "Start typing…", "Searching…", or "No users match" prompts as you type.
• Related pages / flow: Go to order detail (/orders/[id]); create flow routes to the order builder (/users/[id]/orders/new) or new-user capture (/users/new?then=order).

Order detail / workspace - /orders/[id]#

• Intent: The single workspace for running an order end to end: choose products, send and track the client's fact-find, draft documents, send the summary for sign-off, take payment, invite stakeholders, and (after drafting) collect signatures and finalise. The layout and available actions change with the order's status.
• Who can access it: Every adviser (scoped to orders they're entitled to see). Some actions are further gated: the fact-find "Edit" affordance only shows when the adviser's role can edit templates; force-approval/force-verification appear only in the relevant stage.
• What you can do:
  • Header actions: copy the order id; send the order summary for sign-off ("Send order summary" - disabled until every draftable document is complete, with the blocking documents named); preview the summary; cancel the order (only while Draft or Changes requested - requires a typed reason, permanent). After drafting starts, the header instead offers "Mark as finished" (finalise/move to storage, gated with a reason shown when blocked) or a "Finalised" badge when complete.
  • Products (sidebar): open "Manage" to add/remove products (wills single/mirror, LPAs, trusts, additions), attach trusts/additions to a specific will, pick a per-product price option (or base price), and save all changes at once (the client is emailed to review their updated plan). Preview the protection plan; open an itemised price breakdown. Products are locked once the summary is sent.
  • Fact-find (sidebar, editing phase only): compile & send a fact-find to the client; edit it; preview it; recompile; cancel the send; cancel & start a new one; watch live client progress (waiting / in-progress with a bar / submitted); review what the client submitted. A dev-only reset exists.
  • Documents tab: fill in the drafting form per document (a multi-section wizard that auto-saves each section), switch between draftable documents, see per-document completion ticks, review outstanding information needed across all documents, open a full-screen preview/editor, and open the client's submitted fact-find alongside. Read-only once the summary is sent.
  • Stakeholders tab: for each person named on the order (trustee/executor/attorney/guardian) send an invite (with a consent confirmation, channel choice when both email+phone exist, an optional "do you need your own estate protecting?" triage prompt, and selectable stakeholder types), resend, copy the invite link, edit a stub person's details, or remove them (type-to-confirm). Frozen once the summary is sent. The order's own client cannot be invited.
  • Client data tab: view client and partner personal details; edit the partner's (Testator B) DOB/address when stub-backed; assign professional trustees; browse the client's register (people with role tags, properties, businesses, charities, accounts, trust corporations).
  • Payment tab: see left-to-pay / order-total / paid-so-far; send or resend a payment link; send the final balance link after a paid deposit; raise a custom part-payment invoice (£1 up to the remaining balance); view the invoice in billing.
  • Notes tab: internal adviser notes thread.
  • Sign-off/acceptance (sidebar, from Awaiting sign-off on): review each party's acceptance status; force a party's approval with an evidence note (only while awaiting sign-off); in the verification stage, force a party's identity verification with evidence; resend the spouse's secure acceptance link.
  • Approved-stage recovery: if auto-dispatch to the drafting engine failed, see the reason and "Retry sending"; send a payment link.
  • After drafting (post-submission view): watch the drafting-engine timeline (with message composer); view/download each returned document (preview or approved final); record a wet-signature evidence row per document (signer, role, witnesses, location, notes, optional image), expand and delete signatures; see a read-only summary of everything submitted; finalise the order.
• What you see: Order header (client name, id, updated time, product count, status + fact-find badges, primary CTA); a lifecycle status callout that changes per status (awaiting sign-off, approved, awaiting payment, changes requested with the client's note, in processing, ready for signatures, completed, cancelled); a plan-feedback callout when the client asked to talk through their plan ("Mark as responded"); a tabbed main area; and a right sidebar (Client, Fact-find, Acceptance, Products, Assignment, Metadata cards).
• States: Loading skeleton; not-found error alert; polls automatically while parked in processing / awaiting dispatch. Editing affordances (products, fact-find, stakeholders) are hidden/read-only once the summary is sent (Awaiting sign-off onward) and on Cancelled/Completed. Documents tab shows "Add products first" or "no draftable products" empty states; tab dots flag available client data and an outstanding balance.
• Related pages / flow: Arrive from the orders list or the create flow. Go to the summary preview (/orders/[id]/summary), full-screen draft editor (/orders/[id]/draft/[row]), generated-document view (/orders/[id]/documents/[target_key]), the fact-find flows (/orders/[id]/fact-find, /orders/[id]/fact-find/compile, /orders/[id]/fact-find/sent), the client (/users/[id]), the adviser (/advisors/[id]), and the invoice (/billing/invoices/[id]).

Order summary preview - /orders/[id]/summary#

• Intent: An adviser-only, read-through preview of exactly what the client will see and confirm when they sign off - composed dynamically from the order's products and the client's fact-find answers. The adviser proofreads it (names/people end up in legally binding documents) before sending.
• Who can access it: Every adviser with access to the order.
• What you can do: Read the full composed summary. This page does not send - sending is owned by the order page's "Send order summary" action. When the summary hasn't been sent yet, a "Send from the order page" link takes you back; once sent, a badge shows "Summary sent - awaiting client sign-off" or "Summary sent". Navigate back to the order.
• What you see: A back-to-order link, the "Order summary · preview" heading with a proofreading reminder, a sent/awaiting badge or the send-from-order-page link, and the composed summary body.
• States: Loading spinner; error message if the summary can't be composed/loaded.
• Related pages / flow: Arrive from the order detail header ("Preview summary"), the awaiting-sign-off callout, or the fact-find "Review answers" link. Return to /orders/[id].

Generated document - /orders/[id]/documents/[target_key]#

• Intent: A read-only view of the finished documents the drafting engine produced for one product (target), shown as the generated text per person. The adviser never generates documents in the browser - this only surfaces what the server produced.
• Who can access it: Every adviser with access to the order, but content is only visible once the order status is Requires signatures or Completed; before that it shows a locked placeholder.
• What you can do: Read each generated document block (one per testator). For each block: copy the text to the clipboard, or download it as a Markdown file. Navigate back to the order.
• What you see: A back-to-order link, a "Generated document" heading showing the target key and generation time, and one card per person with Copy/Download buttons and the document text.
• States: Loading spinner; locked placeholder ("documents aren't available yet") before the engine returns them; error message if the draft can't be loaded; an empty-state card when no generated output is stored for the target. (Note: this is a lightweight text view; the richer document list with PDF/DOCX view/download lives in the post-submission Documents tab on the order page.)
• Related pages / flow: Reached from links referencing a specific document target on the order; returns to /orders/[id].

Full-screen draft editor - /orders/[id]/draft/[row]#

• Intent: A full-screen, distraction-free version of the document drafting form for one product, with a live document preview beside it - the same drafting the Documents tab offers inline, given the whole viewport.
• Who can access it: Every adviser with access to the order. Becomes read-only once the order summary has been sent (Awaiting sign-off onward), Cancelled, or Completed - saves would be rejected anyway.
• What you can do: Fill in the multi-section drafting form (move Back/Next between sections; each section auto-saves, with Saved/Saving indicators; a final "Save" on the last section), watch the live, watermarked, PII-masked draft preview update as you type, switch between the order's draftable products from the header selector, open the client's submitted fact-find answers in a side drawer for reference, and close back to the order. The adviser must acknowledge in the preview that the draft is not legally valid until payment is taken. Documents themselves are only rendered server-side after the order ships to the drafting engine, not from here.
• What you see: A fixed full-screen overlay: header with the product name/switcher, the order id, a "Review fact-find answers" trigger and Close; a resizable split of the form (left) and the gated preview (right).
• States: Loading text while the order loads; not-found/error text; a "that row isn't on this order or isn't draftable here" notice (only wills - single/mirror, with or without trusts - are draftable; LPAs and other documents have their own flows). Read-only when the order is locked.
• Related pages / flow: Opened from the order detail Documents tab; the header switcher navigates between draft rows; Close returns to /orders/[id].