Each template defines a structured insight schema for its domain. The pipeline extracts every field with verbatim evidence — never generic summaries.
Opener performance, objection handling, hooks that worked, next-step commitment.
FDCPA compliance, promise-to-pay, hardship, and dispute extraction.
Root cause, FCR, escalation triggers, churn risk, and product feedback.
Triage urgency, symptom logging, PHI handling, appointment intent, and follow-up.
Loss facts, witnesses, fraud indicators, coverage match, next action.
Matter type, jurisdiction, conflict-check signals, urgency, and retainer status.
Themes, jobs-to-be-done, quotable verbatims, pain frequency, willingness to pay.
Status, blockers, decisions, risks, owners and dates from team project sync-ups.
Budget, timeline, must-haves, motivation, financing, and follow-ups.
Skill evidence, red flags, motivation, comp expectations, and rubric scoring.
BANT/MEDDIC signals, champion identification, competitive context, next steps.