Core Tables

These are the foundational tables that power the Client Portal platform: clients, users, campaigns, contacts, meetings, calls, and notification preferences.

clients

Client organizations using the platform. Each client represents a legal search firm.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
name	text	NO		Organization name
email	text	YES		Primary contact email
phone	text	YES		Primary contact phone
website	text	YES		Company website URL
status	text	YES	'active'	Account status (active, inactive, onboarding)
availability_settings	jsonb	YES		Weekly availability for booking (used by client-mode scheduling)
timezone	text	YES	'America/New_York'	Client's timezone
created_at	timestamptz	YES	now()	Record creation timestamp
updated_at	timestamptz	YES	now()	Last update timestamp

The availability_settings JSONB structure:

{
  "monday": { "enabled": true, "start": "09:00", "end": "17:00" },
  "tuesday": { "enabled": true, "start": "09:00", "end": "17:00" },
  "wednesday": { "enabled": true, "start": "09:00", "end": "17:00" },
  "thursday": { "enabled": true, "start": "09:00", "end": "17:00" },
  "friday": { "enabled": true, "start": "09:00", "end": "17:00" },
  "saturday": { "enabled": false, "start": "09:00", "end": "17:00" },
  "sunday": { "enabled": false, "start": "09:00", "end": "17:00" }
}

---

user_profiles

Extended metadata for each user. Linked to auth.users via user_id.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
user_id	uuid	NO		FK to auth.users.id (unique)
display_name	text	YES		User's display name
avatar_url	text	YES		Profile image URL
client_id	uuid	YES		FK to clients.id (null for internal users)
timezone	text	YES	'America/New_York'	User's timezone
availability_settings	jsonb	YES		Weekly availability (same format as clients, used by internal booking)
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

Internal vs Client Users

• Internal users (admin, bdr): client_id is NULL, availability_settings is used for internal booking links.
• Client users: client_id points to their organization. Their availability comes from the clients table instead.

---

user_roles

Role assignments linking users to roles. A user can have multiple roles.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
user_id	uuid	NO		FK to auth.users.id
role	text	NO		Role name: admin, bdr, or client
created_at	timestamptz	YES	now()

Unique constraint: (user_id, role) -- a user cannot have the same role twice.

---

campaigns

Marketing/outreach campaigns owned by a client. Each campaign targets a specific market of attorneys.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
client_id	uuid	NO		FK to clients.id
name	text	NO		Campaign name
status	text	YES	'active'	active, paused, completed, draft
market_id	uuid	YES		FK to markets.id (optional market linkage)
description	text	YES		Campaign description
start_date	date	YES		Campaign start date
end_date	date	YES		Campaign end date
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

---

contacts

People within campaigns. Typically attorneys being contacted as part of outreach.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
campaign_id	uuid	YES		FK to campaigns.id
client_id	uuid	YES		FK to clients.id
name	text	YES		Full name
first_name	text	YES		First name
last_name	text	YES		Last name
email	text	YES		Email address
phone	text	YES		Phone number
firm	text	YES		Law firm name
title	text	YES		Job title
seniority	text	YES		Seniority level
linkedin_url	text	YES		LinkedIn profile URL
city	text	YES		City
state	text	YES		State
status	text	YES	'active'	Contact status
notes	text	YES		Free-text notes
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

---

meetings

Scheduled meetings with contacts. Created when someone books via a client booking link.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
contact_id	uuid	YES		FK to contacts.id
client_id	uuid	YES		FK to clients.id
booking_link_id	uuid	YES		FK to booking_links.id
title	text	YES		Meeting title
scheduled_for	timestamptz	NO		Meeting date/time
duration_minutes	integer	YES	30	Duration in minutes
status	text	YES	'scheduled'	scheduled, completed, cancelled, no_show
booker_name	text	YES		Name of person who booked
booker_email	text	YES		Email of person who booked
booker_phone	text	YES		Phone of person who booked
booking_source	text	YES		manual or booking_link
calendar_event_id	text	YES		ID from Google/Outlook calendar
meeting_link	text	YES		Video call URL (Google Meet / Teams)
confirmation_sent_at	timestamptz	YES		When confirmation email was sent
reminder_24h_sent_at	timestamptz	YES		When 24h reminder was sent
reminder_1h_sent_at	timestamptz	YES		When 1h reminder was sent
outcome_notes	text	YES		Post-meeting notes
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

---

calls

Call records for client campaigns. Contains disposition, transcript, recording URL, and AI-generated summary.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
contact_id	uuid	YES		FK to contacts.id
campaign_id	uuid	YES		FK to campaigns.id
client_id	uuid	YES		FK to clients.id
disposition	text	YES		Call outcome (see 9 canonical dispositions below)
transcript	text	YES		Full call transcript (alias: transcript_raw)
recording_url	text	YES		URL to call recording in Supabase Storage
duration	integer	YES		Call duration in seconds
ai_summary	jsonb	YES		AI-generated summary (key_points, sentiment, etc.)
notes	text	YES		BDR notes
called_at	timestamptz	YES		When the call happened
called_by	uuid	YES		FK to auth.users.id (BDR who made the call)
external_call_id	text	YES		GHL call ID (used for deduplication)
phone_number	text	YES		Phone number dialed
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

9 Canonical Dispositions (Title Case)

Disposition	Category	Description
No Answer	Access	Phone rang, nobody picked up
Voicemail	Access	Reached voicemail
Gatekeeper	Access	Reached assistant/receptionist, blocked
Incorrect Number	Access	Wrong number or disconnected
Not Interested	Conversation	Connected but declined to engage
Callback Requested	Conversation	Asked to call back later
Future Potential	Opportunity	Interested but not now
Meeting Booked	Opportunity	Meeting scheduled
Do Not Contact	Hard stop	Requested no further contact

Disposition is TEXT

The disposition column is TEXT, not an enum. It was migrated from a call_disposition enum via migration 20260210200001_convert_disposition_to_text.sql. Always use the exact Title Case values above.

---

notification_preferences

Per-user notification settings controlling which emails and in-app notifications are enabled.

Column	Type	Nullable	Default	Description
id	uuid	NO	gen_random_uuid()	Primary key
user_id	uuid	NO		FK to auth.users.id (unique)
email_meeting_booked	boolean	YES	true	Email when a meeting is booked
email_meeting_reminder	boolean	YES	true	Email meeting reminders
email_meeting_cancelled	boolean	YES	true	Email when meeting cancelled
email_weekly_summary	boolean	YES	true	Weekly summary email
in_app_new_signal	boolean	YES	true	In-app notification for new signals
in_app_call_logged	boolean	YES	true	In-app notification for new calls
created_at	timestamptz	YES	now()
updated_at	timestamptz	YES	now()

Entity Relationship Diagram