Architecture
The product scope separates firm-specific operations from platform-level licensing and configuration. Role and tenant boundaries are central to document access and workflows; SignalR supports real-time communication. AI integrations should remain configurable where practical.
Engineering challenges
Different firms need different processes. The engineering challenge is to make workflows configurable while keeping permissions, documents, and client transitions understandable and testable.
Development approach
Model the firm's processes, define role and tenant boundaries, implement cohesive modules, and test both permitted and denied workflow paths. Confirm each module's readiness during review.
Current status
This overview describes the product's development scope. Feature availability and release readiness should be confirmed in a product walkthrough.
Discuss a walkthrough with AREYCI to review available functionality and next development priorities.