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Laguna markLagunacalm care handoff

Delivery templates

Move one service case from inquiry to delivery.

This page gathers the Laguna v0 operations console and two customer PDF templates as clickable launch validation artifacts.

Shortest operations chain

  1. 1Receive inquiry
  2. 2Create case
  3. 3Confirm consent and signature
  4. 4Generate PDF delivery

Openable launch templates

Console surface

Laguna CRM console

A v0 operations surface focused on inquiry → case → consent → PDF delivery, with a dark-mode toggle for surface validation.

Open console templateOpens in a new tab
PDF delivery

Medical companion summary

Doctor explanation, medication instructions, notes, supplement and nutrition reminders, and follow-up. The supplement checklist layout is fixed.

Open medical summaryOpens in a new tab
PDF delivery

Outing companion record

Itinerary, situation notes, mood and stamina observations, photo/text record, notes, and delivery signature without medical framing.

Open outing recordOpens in a new tab

How to validate

  • Open the console, toggle dark mode, and check text, status pills, chart counts, and percentages.
  • Open the medical summary and inspect section 04: the supplement box should keep bullets, rhythm, and spacing.
  • Open the outing record and confirm it reads as a premium companion-service record, not a clinical note.
  • Both PDF templates can be printed or saved as PDF from the browser.

Current boundary

  • This page links to static templates only. It does not call private CRM, ESP32, or AnythingLLM.
  • AnythingLLM remains a Phase 2 internal drafting assistant for the console only.
  • CRM v0 stays scoped to inquiry, case, consent, and PDF delivery.