Phase 1 Onboarding

Initialize your
advisory pipeline.

Configure your Super Admin profile and provision your firm's initial proposal dispatch gateway.

Dedicated MariaDB Schema

Structured tables for email accounts, proposals, drafts, and stage history.

AI Provider Flexibility

Native plug-and-play abstraction for DeepSeek V3 and OpenAI models.

Auditable Human Governance

Automatic role routing, draft versioning, and RFC-2822 email thread safety.

Onboarding Progress: Step 1 of 3 Account Setup

Step 2: Connect IMAP/SMTP Mailbox • Step 3: Configure AI Provider

Create Organization Account

Begin your 30-day evaluation or production onboarding.

Advisory Firm / Organization Name

Super Admin Name

Initial Role

Corporate Work Email

Password

Confirm Password

Default AI Model Integration: DeepSeek V3 (Default)

You can switch between DeepSeek and OpenAI anytime in the System Settings panel.

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