Allowed Help
Licensed-file processing, deduplication, community matching, dossier drafts, reminders, source-freshness checks, metrics, and document assembly.
Internal planning preview - not consumer advertising, legal advice, or a live service.
Role names only
Automation
Automation organizes approved information; people make sensitive decisions.
Human Wall
Colleen and Bill approve relationship states, outreach, offer paths, broker questions, counsel questions, and anything a family may see.
Role Map
Grok researches; OpenClaw/Doug supports files and operations; Codex builds systems and presentation; Hermes synthesizes strategy; Nexus coordinates an audit trail; Colleen and Bill decide.