Warn when client and agent contact details match

The scheduler should warn users when the client and agent appear to be the same person, so staff do not accidentally create orders where the agent is entered as the client.

Transcript Context

On the May 27, 2026 SE Attik call, the team described repeated cases where agents entered themselves as both the client and the agent. This led to bad downstream data on agreements and reports and created confusion about who the legal purchaser actually was. The suggested direction was to detect when the client and agent contact details match and prompt the user to confirm that they are actually the purchaser, rather than allowing the workflow to proceed silently. The group emphasized that agents may think they are protecting the client from emails, but the result is legally and operationally incorrect data.

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Upvoters
Status

Planned

Board
🏠

Main App

Date

3 days ago

Author

Linear

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