Where we're going next — foundation first, then features

Roadmap

Where we're going next. Foundation first, then features.

Current — Phase 0

Stabilize Foundation

Dev environment hardening, dependency pinning, Doppler credentials, Playwright testing, CI/CD pipeline validation. No new features until this passes.

Next — Phase 1

Contract Dashboard + QuickBooks

Full contract management dashboard, e-signature flow, QuickBooks integration for invoice sync.

Phase 2

Intelligence UI

Surface the intelligence backend in the frontend. Client psychographic profiles visible in UI, deal outcome tracking, win-rate analytics, org brain management.

Phase 3

Enterprise Features

SSO/SAML, API access for integrations, advanced analytics, custom webhook notifications, multi-region deployment options.

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