FirmFlow

Multi-tenant intake, follow-up, and workflow management app built with Laravel, Livewire, and PostgreSQL.

Overview

FirmFlow is an operational workflow platform for managing inbound opportunities, client intake, follow-ups, and overdue work queues.

The project is designed around the needs of service-based organizations that need clear visibility into new inquiries, ownership, activity history, and follow-up execution. It combines intake tracking, operational dashboards, and action-oriented queue management into a single application.

This repository is actively in development.

Features

Current functionality includes:

• Authentication and user access via Laravel starter kit
• Multi-tenant organization-scoped data model
• Dashboard with operational summary metrics
• Recent intake activity
• Needs-attention and overdue follow-up dashboard widgets
• Intake listing with filters
• Status badges for faster queue scanning
• Create intake workflow
• Intake detail view
• Follow-up history timeline
• Add follow-up workflow
• Edit intake status, urgency, and assignment
• Follow-up queue for overdue items
• Queue filtering by assigned user, intake status, and source

Tech Stack

• Laravel
• Livewire
• PHP
• PostgreSQL
• Tailwind CSS
• Vite

Project Goals

FirmFlow is being built as a production-style Laravel application that emphasizes:

• clear domain modeling
• organization-scoped data access
• operational workflows
• maintainable UI patterns
• practical SaaS-style feature development

Screens Included in the Current Build

• Dashboard
• Intakes list
• Create intake
• Intake detail
• Follow-up queue

Local Development

Requirements

• PHP
• Composer
• Node.js / npm
• PostgreSQL
• Laravel Herd or another local Laravel environment

Setup

git clone https://github.com/edwardgnt/FirmFlow.git
cd firmflow
composer install
npm install
cp .env.example .env
php artisan key:generate