🧾 Accounting & tax firms · CRM + nurture

Document portal

Request and collect client documents through a secure, SOC2-minded portal.

What you ship

Request and collect client documents through a secure, SOC2-minded portal.

🔗

Archetype: CRM + nurture

Contacts, pipeline, automated sequences.

🧱

Stack

Next.js · Postgres · queue

🔌

Integrations

Email / SMS · webhooks

One pipeline, one CTO gate

Spec

PRD, data model, screen inventory, stack, integrations.

architect · design-advisor

👤 CTO gate

Approve the spec. The only human gate — everything after is automated.

you — the CTO

Scaffold

Instantiate the archetype's stack template.

senior-dev

Build

Data model → API + auth + CRUD; screens built to the DESIGN contract.

senior-dev

Test

Generated tests + CI green — the automated quality gate.

qa-engineer

Deploy

Preview URL → production. Shipped repo + live URL.

devops

You approve the spec — the single human gate. Scaffold, build, test, and deploy run automatically. How the CRM + nurture pipeline works ↗