Agency

Board

Agency-internal Kanban — platform build tasks, infra, compliance, and fundraising.

Total

35

Active

5

Blocked

2

P0 Urgent

6

Backlog

20

test

P2

Research Chaos Monkey-style load tools

P2
infraresilience
claude

Build test data generator (N tenants x M members x K claims)

P2
testing
claude

Self-hosted AI support chat widget (Vercel AI SDK)

P3
dxai
claude

Evaluate Supabase Skills integration

P3
dx
brock

Auth Activation & Security Hardening

P0
authcompliancesecurity
brock

Form Builder

P2
marketingformsux
brock

Notification Triggers

P2
notificationscrm
brock

VOIP Dialer

P2
voipcrmtwilio
brock

SOW: Financials Expansion

P3
financeroadmap
frankie

SOW: Integrations Hub

P3
integrationsroadmap
brock

Medical Claims Adjudication Platform SOW (original)

P1
roadmaparchitecture

UI Redesign — Nexus-Inspired Admin Layout

P2
uxdesign

Universal Enrollment Path SOP

P2
enrollmentmembers

Data Retention Policy

P0
compliancehipaa

HIPAA Compliance Checklist

P0
compliancehipaasecurity

Per-tenant Supabase DB architecture plan

P1
infracompliance
brock

Cost modeling spreadsheet (per tenant tier)

P1
infrafinance
brock

Audit API routes for Supabase-vs-Vercel placement

P1
infra
claude

Route new write-heavy work to Supabase Edge Functions

P2
infraconvention
claude

Ready

2

Supabase Team plan consultation

P2
infraexternal
brian
Blocked: Waiting on Brian intro

Brian upcoming PR review pass

P2
reviewexternal
brian
Blocked: Waiting on Brian

In Progress

5

Full Platform Completion SOW

P1
roadmapinfra
frankie

Finish PII masking rollout

P0
complianceux
brock

Payment System Phase 1 — Billing Foundation

P2
billingpaymentsstripe
brock

SOW: Marketing Suite

P3
marketingroadmap
brock

Build impersonation audit log

P0
complianceinfra
claude

Review

0
Drop cards here

Done

8

PII Masking & HIPAA Settings

P0
compliancehipaaux
brock

Email Marketing System

P2
marketingemail
brock

Phase 2B — Adjudication Engine + Review Queue + Appeals + Eligibility API

P2
adjudicationclaimsapi
frankie

Phase 2A — Members + Enrollment + Claims CRUD

P2
membersclaimscrud
brock

SMS Marketing & Two-Way Conversations

P2
marketingsmscrm
brock

Agency Admin Panel

P2
agencysaasadmin
brock

CRM Conversation View

P2
crmuxsms
brock

My Profile Page

P2
uxauth
brock