Summary of work done

Investigated the intake manager report that Kate Breedlove appeared in Litify without the expected webform/email notification. Checked live LITIFY_ORG, Outlook, local website relay code/docs, and public website route health.

Key evidence:

• Live litify_pm__Intake__c record a0CUV00006k7ODD2A2 was created at 2026-05-29T18:57:02Z by Litify Services.
• No Web_Form__c record existed for Breedlove by name, email, phone, or in the 18:45Z to 19:30Z window, except an unrelated CallRail web-pool record.
• The intake had blank source fields: no Source Type, no Source, no exact source, no UTM, and no GCLID.
• Field history showed the initial external payload duplicated the name as Kate Breedlove Kate Breedlove |, later cleaned up by Timmera House.
• Outlook search found no webform/custom-relay email notification for Breedlove and no Alert/SpeedAI notification for that name or contact details on May 29.
• Public no-send POST to https://aguiarinjurylawyers.com/?rest_route=/sal/v1/contact-intake returned HTTP 200 with success JSON and did not create a live lead.
• /contact-us/ and / still render the custom contact intake endpoint wiring. The endpoint itself is reachable.

Diagnosis

This does not look like the Salesforce Web_Form__c component fired and failed. It looks like the lead was inserted directly as a Litify intake by the Litify Services integration user, bypassing the website relay path that normally creates local lead logs, sends email/Teams notifications, then creates or patches Web_Form__c attribution.

The strongest symptom is the missing Web_Form__c plus blank attribution on the Intake. If the custom website relay had handled it, the path should have created or linked a Web_Form__c record and should have filled website/source attribution.

Reason for session ending

The immediate diagnostic question is answered without live data changes. I did not create a real test lead or modify any production automation because that would send notifications and create CRM artifacts.

Suggested next steps

A future agent could inspect Cloudways/MySQL local sal_contact_leads and sal_contact_attempts tables for the same timestamp if deeper proof is needed. That would confirm whether WordPress ever saw the Breedlove payload. The current evidence already points away from the custom WordPress relay.

A useful durable improvement would be a daily reconciliation job comparing new litify_pm__Intake__c records created by Litify Services against Web_Form__c, Alert emails, and SpeedAI emails. Flag any intake with no source, no webform, no Alert/SpeedAI email, and duplicated client names.

Handoff for another agent

Start from /Users/samaguiar/Documents/Projects, not /Users/samaguiar/Documents/New project, because that prompt cwd was stale. Use LITIFY_ORG. The relevant intake is INT-26052955378 / a0CUV00006k7ODD2A2. Do not assume Gravity Forms is the active path. Current website form route is /?rest_route=/sal/v1/contact-intake; prior local plugin evidence is under admin/session_logs/contact-intake-relay-fix-2026-05-12/ and admin/session_logs/contact-form-details-2026-05-28/.