go-live foundation • New York and New Jersey first

Production Launch Center

A single owner/admin view of what must be configured before real paying users use Estate Law Aid: secure accounts, encrypted document storage, live payments, referral QR attribution, payout review, attorney engagement, document exports, and finalization gates.

Secure accountsEncrypted uploadsPayments & payoutsFinalization gate

Launch checklist

Built now, but still gated until credentials and professional workflows are configured.

The platform can now expose server-side endpoints for the major production areas. The site should still remain in controlled launch until credentials, secure storage, payment products, attorney engagement terms, state-specific signing instructions, and insurance/compliance review are complete.

1Authentication & role accountsCustomer, owner/admin, staff, paralegal, attorney, and community partner accounts with token sessions and server-side referral codes. 2Encrypted uploadsAES-GCM encrypted server-side document-copy storage, metadata, consent capture, and audit logs. 3Checkout & referral payoutsStripe Checkout integration path, webhook verification, reward review, owner approval, and referral payout controls. 4Server exportsBackend endpoints for generated PDF and true DOCX draft outputs, with safe labels and not-safe-to-sign warnings. 5Attorney/finalization gateConflict, scope, engagement, payment, secure document access, assignment, review notes, and customer approval before any finalization instructions. 6NY/NJ first, all-state readyState settings are structured for New York and New Jersey first, with expansion placeholders for all 50 states plus D.C.
Important go-live boundary: Estate Law Aid can help organize information, generate draft outputs, collect review requests, and route matters for attorney review. It must not tell a customer a document is legally valid, safe to sign, notarized, filed with a court, funded, transferred, or attorney-approved unless the real-world attorney and operational workflow has actually completed those steps.

launch hardening

New launch controls added for AI voices, referral compliance, and state rollout.

AIAI Voice CenterProvider-ready backend with local fallback and attorney-boundary prompts. KeysAI Integration SettingsNo keys in the ZIP. Configure environment variables at the end. QRReferral ComplianceFraud controls, payout approval, consent/audit logs, and fee separation. NY/NJState Launch CenterNew York and New Jersey first with all-state expansion fields.

launch operations

Limited-launch shortcuts

Use these tools to support the first real paying users while keeping review, referral, payment, and finalization boundaries clear.

1Launch ControlOwner/admin readiness gate.2Customer SuccessSupport paid users and stuck matters.3Daily QueueRole-aware tasks and blockers.4RunbookMonitoring, incidents, and rollout controls.