Build progress

Phase A: set-up and core register

1. A1App foundation, onlineDone
2. A2Secure database for the Family RegisterDone
3. A3Facilitator sign-in and My familiesDone
4. A4Hartley demo familyDone
5. A5Family Register screensDone
6. A6Due diligence: entities, roles and documentsDone
7. A7Genogram, drawn from the registerDone

Phase B: Square hub

1. B1Square hub databaseDone
2. B2Engagement home and goal pagesDone
3. B3Life-cycle mapDone

Phase C: Stage 1 interviews

1. C1Interviews and interview modeDone
2. C2Tagged notes routed to goals, register and red flagsDone
3. C3Voice summary and AI drafting (provider to be chosen)Planned
4. C4Five Capitals assessment and reportDone
5. C5Family constitution builder: foundationsDone

The Vault

1. V1Vault: private storage, versions and access logDone
2. V2Guide library for facilitator PDFsDone

Stage 2

1. D1Succession plan module (S2-G3, tested in S4-G2)Done
2. D2Legal audit, membership and roles, Family Office, decision logDone

Security

1. H1Two-step sign-in, practice-only families, browser security policy, security summaryDone
2. H2Independent security review and penetration testPlanned

Stage 4

1. G1Rising-generation development plans and training; relationship check-ins, conflict log and referralsDone
2. G2Maintenance plan and closing the engagementDone

Consultation refocus

1. R1Design refresh: sidebar, light page, beige cards, white fieldsDone
2. R2Personal legal due diligence, including investment strategy, policy and reportDone
3. R3aEntity due diligence: documents on file, understanding check, assets, beneficiary classes, organogramDone
4. R3bGovernance framework of the entities, concentration of power, risk checklistDone
5. R4Meetings become the annual governance rhythmDone
6. R5Vault: inspection detailsDone
7. R6Consultation not monitoring: compliance calendar for handover, KPI framework with a baselineDone
8. R7Advisory team mapDone
9. R8Policies on reporting to the family and on dividends; domain questions in interviewsDone

AI

1. AI1AI foundations (consent, anonymisation, log) and the values, purpose and vision synthesisDone
2. AI2Family story draft, copied into the family constitution on reviewDone
3. AI2bThe "Also replace" list: places, nicknames and other words anonymised tooDone
4. AI3Five Capitals narratives and family policy draftsDone
5. AI4Consistency check of the family constitution against the structuresDone
6. AI5Annual review pack for the family's own governance reviewDone
7. AI6Meeting agendas from the governance rhythm (parked)Planned
8. E1The engagement: scope, objectives, deliverables, people and AI opt-outsDone
9. Q1S1-G1 interview questions matched to the guides, with the ten domainsDone
10. K1Record a risk from anywhere in Understanding the familyDone
11. Q2Overview follows the scopeDone
12. Q3The list of questions floats in interviewsDone
13. SEC1Two-step recovery codes and administrator resetDone
14. TEAM1The team: invitations, roles and facilitators assigned to clientsDone
15. SEC2Audited deletion of a family at closingDone
16. LIVE1The go-live switch: demo or live, demonstration families kept and markedDone
17. WIP1Work in progress: every to-do list in one place, with owners, editing and Excel exportDone
18. OPS1Set up our own email sender in Supabase (before inviting real colleagues)Next
19. DOC1Security review briefing, DPIA draft, Anthropic checklist and letterNext
20. P1The family portal: invitations, shared items with comments, questionnairesDone

Stage 3

1. F1Governance bodies, decision rights and family policies (S3-G1, S3-G2)Done
2. F2Compliance due-dates register with calendar reminders (S3-G3)Done
3. F3Meetings: calendar, agendas, minutes and actions (S3-G4), replaced by the governance rhythm (R4)Done
4. F2Compliance register and meeting rhythm (S3-G3, S3-G4)Next