Before launch
Configuration
- Database and encrypted uploads tested.
- Stripe live test + webhooks reconciled.
- Google OAuth and document exports configured.
- AI keys configured with consent and escalation.
- NY/NJ content and support SOP reviewed.
Production runbook
What to check before, during, and after launch.
A practical owner/admin runbook for production environment checks, test orders, support coverage, backup/restore, incident response, customer data requests, attorney/vendor handoffs, and rollback decisions.
During launch
Daily monitoring
- Paid starts and onboarding failures.
- Upload malware/OCR/quality status.
- Staff/paralegal/attorney queue age.
- Refund/chargeback and referral holds.
- AI escalations and support tickets.
Incident response
Slow down safely
- Switch to waitlist-only.
- Disable payment products if needed.
- Hold referral payouts.
- Lock finalization release.
- Notify affected customers without legal advice.
After launch
Close the loop
- Export audit timeline.
- Review state content feedback.
- Update templates carefully.
- Reconcile revenue and payouts.
- Plan next state only after review.