{"form":{"key":"frm_ykp27cVYBh2L2rOexP5Jk","name":"F Reorganization Analysis: Intake (LeadGen)","schema":{"schema":{"qsub_name":{"type":"text","label":"Business Name","rules":["required"],"key":"fld_B7R2D1OBFB7RQbk4","data_source":"user"},"qsub_formation_state_st":{"type":"select","label":"State of Formation","items":[{"value":"Alabama","label":"Alabama"},{"value":"Alaska","label":"Alaska"},{"value":"Arizona","label":"Arizona"},{"value":"Arkansas","label":"Arkansas"},{"value":"California","label":"California"},{"value":"Colorado","label":"Colorado"},{"value":"Connecticut","label":"Connecticut"},{"value":"Delaware","label":"Delaware"},{"value":"District of Columbia","label":"District of Columbia"},{"value":"Florida","label":"Florida"},{"value":"Georgia","label":"Georgia"},{"value":"Hawaii","label":"Hawaii"},{"value":"Idaho","label":"Idaho"},{"value":"Illinois","label":"Illinois"},{"value":"Indiana","label":"Indiana"},{"value":"Iowa","label":"Iowa"},{"value":"Kansas","label":"Kansas"},{"value":"Kentucky","label":"Kentucky"},{"value":"Louisiana","label":"Louisiana"},{"value":"Maine","label":"Maine"},{"value":"Maryland","label":"Maryland"},{"value":"Massachusetts","label":"Massachusetts"},{"value":"Michigan","label":"Michigan"},{"value":"Minnesota","label":"Minnesota"},{"value":"Mississippi","label":"Mississippi"},{"value":"Missouri","label":"Missouri"},{"value":"Montana","label":"Montana"},{"value":"Nebraska","label":"Nebraska"},{"value":"Nevada","label":"Nevada"},{"value":"New Hampshire","label":"New Hampshire"},{"value":"New Jersey","label":"New Jersey"},{"value":"New Mexico","label":"New Mexico"},{"value":"New York","label":"New York"},{"value":"North Carolina","label":"North Carolina"},{"value":"North Dakota","label":"North Dakota"},{"value":"Ohio","label":"Ohio"},{"value":"Oklahoma","label":"Oklahoma"},{"value":"Oregon","label":"Oregon"},{"value":"Pennsylvania","label":"Pennsylvania"},{"value":"Rhode Island","label":"Rhode Island"},{"value":"South Carolina","label":"South Carolina"},{"value":"South Dakota","label":"South Dakota"},{"value":"Tennessee","label":"Tennessee"},{"value":"Texas","label":"Texas"},{"value":"Utah","label":"Utah"},{"value":"Vermont","label":"Vermont"},{"value":"Virginia","label":"Virginia"},{"value":"Washington","label":"Washington"},{"value":"West Virginia","label":"West Virginia"},{"value":"Wisconsin","label":"Wisconsin"},{"value":"Wyoming","label":"Wyoming"}],"rules":["required"],"placeholder":"Select State","key":"fld_UVh56PqHwGYujPh3","data_source":"user"},"lead_timeline":{"type":"select","label":"Timeline","items":[{"value":"within_30_days","label":"Within 30 days"},{"value":"one_to_three_months","label":"1 to 3 months"},{"value":"three_to_twelve_months","label":"3 to 12 months"},{"value":"exploring_options","label":"Exploring options"}],"rules":["required"],"placeholder":"Select Timeline","key":"fld_jjd8rDIS2po2ueNh","data_source":"user"},"lead_role":{"type":"select","label":"You Are","items":[{"value":"owner","label":"The business owner"},{"value":"attorney","label":"An attorney"},{"value":"advisor","label":"A CPA or advisor"}],"rules":["required"],"placeholder":"Select One","data_source":"user","purpose":"Owner\/referrer cohort split for the ad system and the follow-up. Same field, options and wording as the relocation intake (GRO-014 copy walk 2026-09-02); added here on Jeramie's instruction 2026-09-08. lead_ prefix: the filler may be the client or an advisor (field-naming-standards).","key":"fld_IvKMpldMaNYoc5Hq"},"client_name_first":{"type":"text","label":"First Name","rules":["required"],"key":"fld_PwLPIWUqoZqJcF4U","data_source":"user","columns":6},"client_name_last":{"type":"text","label":"Last Name","rules":["required"],"key":"fld_ARDJ1Yvl0NRy0nfN","data_source":"user","columns":6},"client_email":{"type":"text","label":"Email","rules":["required","email"],"key":"fld_oTShHnKLiuxzuoLz","data_source":"user","inputType":"email","placeholder":"email@example.com"},"qsub_type":{"type":"select","label":"Business Type","placeholder":"Select Type","rules":["required"],"data_source":"user","items":[{"value":"Corporation","label":"Corporation"},{"value":"Limited Liability Company","label":"Limited liability company (LLC)"}],"description":"How the company is organized under state law. An LLC that is taxed as an S corporation skips the conversion step.","key":"fld_ZStEuce0svpSSi5K"},"freorg_s_corp":{"type":"select","label":"Is the company taxed as an S corporation?","placeholder":"Select One","rules":["required"],"data_source":"user","items":[{"value":"Yes","label":"Yes"},{"value":"No","label":"No"},{"value":"Unknown","label":"Not sure"}],"description":"The reorganization was built for S corporations. A partnership does not need it, and a C corporation gets a different answer.","key":"fld_eTnIAp4nUEO4Hvnl"},"freorg_deal_stage":{"type":"select","label":"Where does the deal stand?","placeholder":"Select One","rules":["required"],"data_source":"user","items":[{"value":"exploring","label":"Thinking about a sale; no buyer yet"},{"value":"talking","label":"In conversations with one or more buyers"},{"value":"loi","label":"A letter of intent is signed"},{"value":"contract","label":"Under contract, not yet closed"}],"key":"fld_1LnVznIeWO1Q1BCR"},"freorg_rollover":{"type":"select","label":"Will any owner keep equity in the business after the sale?","placeholder":"Select One","rules":["required"],"data_source":"user","items":[{"value":"No","label":"No, a full sale"},{"value":"Yes","label":"Yes, some equity rolls forward"},{"value":"Unknown","label":"Not decided"}],"description":"Rollover equity changes the last step of the sequence and separates the reorganization from the alternatives.","key":"fld_y3I3hB9fR0kZykrT"},"freorg_rollover_pct_nu":{"type":"number","label":"Roughly what percentage will the owners keep?","rules":["required"],"data_source":"user","addons":{"after":"%"},"conditions":[["freorg_rollover","==","Yes"]],"description":"A rough figure is fine.","key":"fld_nDbPafBkaz6qL7Lq"},"freorg_assembly_analysis":{"type":"assembly_options","label":"Analysis to generate","pipeline_key":"pip_SiOMOVoiaC0nN31ZhDSri","visibility":"hidden","default":["tpl_NJjgDtEXfza2Q4pyLAwDb"],"key":"fld_1JxBWjRJoZX2OBzE","data_source":"user","purpose":"Pinned assembly selection (standalone-forms.md pattern). Since 2026-10-08 (SIT-010 v1) every completed intake dispatches the F Reorganization Analysis Request pipeline, which emails the request summary to the provider and an acknowledgment to the requester; the provider prepares the analysis by hand within two business days. The automated analysis pipeline pip_WHB2Lm9LNUgxEnGoDKmvx (template tpl_MAsim3OtlCNG6pv6GJAU1) stays on the product for the later automated build; restore it here to re-automate."}},"steps":{"page_1":{"label":"The Company","elements":["qsub_name","qsub_formation_state_st","qsub_type"]},"page_2":{"label":"The Deal","elements":["lead_timeline","freorg_s_corp","freorg_deal_stage"]},"page_3":{"label":"The Sale","elements":["freorg_rollover","freorg_rollover_pct_nu"]},"page_4":{"label":"Where to Send It","elements":["lead_role","client_name_first","client_name_last","client_email","freorg_assembly_analysis"]}},"settings":{"unique_entries_enabled":false,"unique_field":null,"lead_workflow_key":"wf_jsNp4YF6VP84tdbEBLi9c","lead_email_field":"fld_oTShHnKLiuxzuoLz"},"_note":"PrivateCounsel F Reorganization Analysis landing-page intake (GRO-014 Step 4b). The existing business is named with the F Reorganization execution intake's own field names (qsub_name, qsub_formation_state_st, qsub_type; products\/f-reorganization\/forms\/intake-workflow.json, where priorentity_* is the NEW holding company) so a lead's answers carry into intake unchanged. The four analysis questions (freorg_s_corp, freorg_deal_stage, freorg_rollover, freorg_rollover_pct_nu) are analysis-only. Field keys are permanent."},"settings":{"unique_entries_enabled":false,"unique_field":null},"data_integrations":[]},"captcha":{"enabled":true,"site_key":"0x4AAAAAAFEUHzHQ0PWnOa1T"}}