Setup handoff
Priority sources have owners, scopes, access methods, sensitivity rules, privacy paths, and visible blockers.
Dashboard
Workstreams
Plan
Day by day execution
Showing all workstreams
Phase gates
What each checkpoint means
Testing proof
Daily and weekly scans run on approved sources, produce useful output, and record misses, noise, and privacy issues.
Advisor prep
Evidence, finance support, privacy decisions, approvals, and open advisor questions are visible before any handoff.