/smart-intake

Purpose

Make folder-dump accounting feel seamless.

The user is not responsible for knowing MPERS, FYE, or form codes.
We read the folder, normalize context, and ask only smart questions.

Load first

1. shared/smart-intake.md (mandatory doctrine)
2. shared/guardrails.md
3. shared/agent-runtime.md
4. Firm profile if present (defaults only — do not re-interview the firm)

When to use