Case templates

Firms can now define named, versioned case workflows. Each template owns its phases and phase tasks, with explicit Draft / Published / Restore semantics — edit a draft until it looks right, then publish a new version. A row-by-row diff against the current published version shows exactly what's changing before you confirm.

Case templates live at Settings → Case templates. Anyone on the firm can see them; only owners and admins can create, edit, publish, restore, or delete.

When opening a new case, pick a published template or choose "Blank case." The case takes its own independent snapshot of the chosen version's phases and tasks. Later template edits never reach back to open cases, and ad-hoc case edits never mutate the template.

On any existing case you can Apply Template (append or replace the current phases) or add ad-hoc phases inline. Phase status and primary-focus controls already lived in the per-phase modal — they now operate on the case's own snapshot rows.

Behind the scenes the fragmented "case_type / firm-wide phase_templates / touchpoint case_templates" model is gone, replaced by one coherent abstraction. Existing demos and seeded data have been rebuilt to match.