Setup tracks
7
The number of distinct setup lanes the practice can already work through.
Completed checks
3 / 18
Checks already marked stable in the current setup story.
Live provider lanes
3
Auth, storage, and observability are already in live alpha mode.
Sandbox lanes
3
Billing, notifications, and jobs still need later provider promotion.
Readiness checks
coverage
The overview view now carries standard, preparing, and needs-attention conditions while the setup ladder expands into its own sub-work areas.
Setup lanes
Choose the lane that needs attention next
Each setup lane is scoped tightly on purpose, so the operator can improve one foundation at a time without losing the workspace-wide picture.
Hardware
Hardware Setup Guide
Define the minimum desk, device, backup-power, and connectivity posture before client work depends on fragile tools.
Recommended next move: Lock the device, power, audio, and connectivity basics before promising recurring delivery windows.
Software
Software Setup Guide
Translate the current software and workspace stack into a visible setup checklist before the practice treats the platform as production-ready.
Recommended next move: Verify the selected service stack, then decide which tools still need promotion from alpha-safe to production-safe.
Workspace
Digital Workspace Setup
Define how the practice should use the command center, calendar, clients, documents, and accreditation routes as one operating system instead of a loose app bundle.
Recommended next move: Choose the default operating surfaces for the first month so the practice knows where work begins each day.
File Structure
File Structure Setup
Give the practice a simple folder map so uploads, client references, accreditation evidence, and billing documents do not collapse into one undifferentiated pile.
Recommended next move: Keep internal, client, and regulator-facing materials separated early so the document system can scale without cleanup pain later.
Phone-Only
Phone-Only Mode
Give the practice a workable minimum operating mode for days when the phone is the only available device.
Recommended next move: Use phone-only mode for triage, reminders, confirmations, and urgent visibility, not for heavy admin or long-form reconciliation.
Desktop Mode
Laptop/Desktop Mode
Define the richer operating pattern for deeper setup, document handling, multi-route review, and longer client work.
Recommended next move: Use desktop mode for multi-route reviews, uploads, client drilldowns, and any structured operations pass.
Email Setup
Practice Email Setup
Give the practice a clear view for setting the public-facing email posture before notifications and client communication become more formal.
Recommended next move: Choose the public-facing practice email and decide how it will relate to the current workspace owner identity.