Task Management
Multi-phase task waterfall with week-by-week planning, assignment logic, and progress reporting.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Legal · Construction · Software Delivery
Capabilities
128 modules. 12 categories. Every capability your app might need.
These are the pre-built capabilities we draw from when we build your custom app. Signals from your documents tell us which modules to wire in; we assemble them, generate the spec, and ship the running application to you.
Core Platform
24 modulesDocument Generation
Programmatic DOCX creation with template system, branding injection, and table builders.
Included in: Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Intake Forms
Dynamic form system with token access, multi-stage forms, validation, and submission tracking.
Included in: Healthcare · Mortgage
Governance Gates
Approval checkpoints with binary pass/fail criteria, named approvers, and escalation paths.
Signal-Driven Analysis
Pattern-based signal detection engine with continuous monitoring, confidence scoring, and alerts.
Role Capacity Model
Role-based workload modeling with role tables, hour caps, and assignment logic.
Included in: IT Services / MSP
Scheduling
Time-slot and resource scheduling — appointments, shift management, recurring events.
Included in: Healthcare · Mortgage · Legal
Compliance Tracking
Regulatory compliance tracking with framework-specific control checklists and audit evidence.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Audit Logging
Append-only audit trail with hash-based integrity verification.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Software Delivery
AI Provenance
Deterministic AI detection and provenance scoring with transparency reporting.
Included in: Software Delivery
Delivery Tracking
Engagement burn tracking — NTE monitoring, milestones, and utilization reporting.
Data Validation
Client-configurable field validation with type checking, format enforcement, and conditional logic.
Included in: IT Services / MSP · Healthcare
Signal Destination Tagging
Tags each detected signal as discovery-only, implementation, or both. Enables carry-forward to downstream engagements.
Included in: IT Services / MSP
Adaptive Discovery Questionnaire
Coverage-gap analyzer that generates 8–15 targeted yes/no questions tied to the active platform.
Included in: IT Services / MSP
Quick-Click Signal Selector
Clickable chip grid for rapid signal capture with named presets and tier-driven smart defaults.
Included in: IT Services / MSP
Guided Discovery Checklists
Five-phase platform discovery workflow with coverage health scoring and signal-to-topic mapping.
Included in: IT Services / MSP · Healthcare
Intake Form Signal Bridge
Maps structured intake-form responses to synthetic signal matches at 0.90 confidence.
Included in: IT Services / MSP · Healthcare · Mortgage · Legal
Tier Recommendation Engine
Heuristic engagement-tier recommender — analyzes signal density, compliance load, complexity, addBlocks.
Included in: IT Services / MSP · Financial Services
Signal Carry-Forward
Serializes implementation-tagged signals into a 0.95-confidence payload for future engagements.
Included in: IT Services / MSP
Signal Evidence Drill-Down
Deep-link evidence viewer — file paths, line numbers, matched patterns, confidence scores, deep links.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Analytics Dashboard
Headline metrics, tier distribution, signal frequency, gate pass rates, PR/task funnel, code-quality trend.
Included in: IT Services / MSP · Financial Services · Software Delivery
Team Health Dashboard
Per-person utilization, expertise matrix, burnout indicators (90%+ utilization), capacity forecast.
Included in: IT Services / MSP · Construction · Software Delivery
Cross-Sprint Trend Overlay
Multi-sprint comparative view overlaying velocity, signal frequency, gate pass rates, utilization.
Included in: Software Delivery
Optimistic Locking Envelope
Version-stamped data envelope for concurrent edit safety. Standard pattern across generated apps.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Governance
11 modulesPolicy-as-Code Ledger
Declarative policy definitions versioned as code, enforced at runtime with violation surfacing.
Included in: Financial Services
Risk Register
Risk inventory with likelihood × impact scoring, mitigation ownership, quarterly review cadence.
Approval Chains
Multi-level approval routing with deputy fallback, SLA timers, and reminder notifications.
Included in: IT Services / MSP · Construction · Software Delivery
Evidence Capture
Automated evidence collection for audits — screenshots, logs, config snapshots, retention windows.
Separation of Duties
Role conflict detection — no user can both create and approve a privileged action.
Included in: IT Services / MSP · Financial Services · Title & Escrow
Change Management
Change request board with CAB approval, rollback plans, post-implementation review.
Included in: IT Services / MSP · Construction · Software Delivery
Vendor Governance
Third-party vendor inventory with SOC 2 / DPA tracking, renewal reminders, and risk tiering.
Architecture Sign-Off Gate
Binary gate requiring architect approval before code proceeds past architecture review. Auto-pass for tiny patches.
Included in: Software Delivery
Automated Test Gate
Binary gate verifying CI tests pass before merge approval. Integrates with pipeline status.
Included in: Software Delivery
Conflict-of-Interest Reviewer Assignment
Reviewer engine that excludes the author, scores by ownership, keyword routing, overload, and utilization.
Included in: Software Delivery
Per-Org Tier Overrides
Per-organization tier threshold customization that merges into default tiers via effectiveTiers().
Included in: Software Delivery
Compliance
6 modulesCompliance Monitoring
Real-time compliance posture across active frameworks — per-control status, evidence freshness, framework rollup.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Regulatory Update Tracker
Subscription feed of CFPB / OCC / OSHA / OCR / SEC / FINRA / NIST / state bar publications with applicability tagging.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction
Compliance Evidence Generator
Versioned, hash-chained evidence packets per framework — HIPAA, SOX, SOC 2, PCI, ISO 27001, etc.
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Legal · Construction · Software Delivery
Compliance Benchmark
Peer-anchored maturity benchmark with industry-cohort percentiles, control comparison, maturity tier, trend charts.
Included in: IT Services / MSP · Financial Services · Software Delivery
Compliance Gap Analyzer
Differential analyzer mapping confirmed signals against framework catalogs (HIPAA, SOX 404, SOC 2 TSC, NIST, ISO, OWASP, WCAG).
Included in: IT Services / MSP · Healthcare · Financial Services · Mortgage · Title & Escrow · Legal · Construction · Software Delivery
Compliance Audit Prep
Pre-audit orchestrator: sample-pull, walkthroughs, control-owner interviews, PBC list, finding-tracker.
Included in: IT Services / MSP · Healthcare · Financial Services · Construction
Financial Services
14 modulesSOX Controls Library
Pre-mapped SOX 404 control catalog with testing calendar, deficiency tracking, and remediation.
Included in: Financial Services
AML / KYC Pipeline
Customer identification program with sanctions screening, beneficial ownership, EDD workflow.
Included in: Financial Services
Transaction Monitoring
Rules-based anomaly detection over financial transactions with SAR filing workflow.
Included in: Financial Services
General Ledger
Double-entry ledger with chart of accounts, journal entries, and trial balance.
Included in: Financial Services
AR / AP Automation
Invoice capture, three-way match, payment scheduling, and aging reports.
Included in: Financial Services
Revenue Recognition
ASC 606 performance-obligation tracking, milestone triggers, deferred revenue schedules.
Audit Workpaper System
Workpaper review hierarchy, tickmark legends, cross-referencing, and carry-forward.
Included in: Financial Services
Regulatory Reporting
Pre-built templates for FFIEC / FINRA / NFA reports with filing calendar and e-submission.
Included in: Financial Services
Portfolio Analytics
Position-level analytics with P&L attribution, risk exposures, performance benchmarks.
Client Onboarding Suite
CIP / suitability questionnaires, signature capture, and account opening workflow.
Regulatory Change Tracker
Feed of regulator publications with applicability tagging and impact-assessment workflow.
Included in: Financial Services
Financial Close Calendar
Month-end / quarter-end close orchestration with dependency graph and owner SLAs.
Included in: Financial Services
Expense & T&E
Employee expense submissions, policy enforcement, per-diem rules, receipt OCR.
Fraud Alerting
Velocity, device-fingerprint, and behavioral fraud rules with case-management queue.
Included in: Financial Services
Mortgage
10 modulesLoan Pipeline Board
Kanban of loans through application → processing → underwriting → closing with aging alerts.
Included in: Mortgage
Rate Lock Desk
Pricing engine, lock ladder, float-down policy, expiration alerts, renegotiation log.
Included in: Mortgage
TRID Disclosures
Loan Estimate / Closing Disclosure generation with 3-day wait rule and tolerance cure tracking.
Included in: Mortgage
Loan Estimate Builder
Structured LE form with APR calc, fee disclosure categories, lender / borrower fee split.
Included in: Mortgage
HMDA Reporting
HMDA LAR builder with edits compliance, annual filing package, and geocoding.
Included in: Mortgage
Underwriting Workbench
Conditions tracking, AUS findings parser, credit pulls, income / asset verification queue.
Included in: Mortgage
Appraisal Management
AMC order placement, revision workflow, reconsideration-of-value tracking, ECOA/AIR controls.
Included in: Mortgage
Closing Coordinator
Closing scheduling, wire instructions, final-figures sync with title, borrower signing portal.
Included in: Mortgage
Post-Closing QC
Random and targeted post-closing audits, investor delivery checklist, defect taxonomy.
Included in: Mortgage
MSR / Servicing Bridge
Boarding pipeline to servicer, MERS reporting, custodial document inventory.
Title & Escrow
8 modulesChain of Title Builder
Deed-by-deed chain assembly with grantor/grantee index, break detection, curative tasking.
Included in: Title & Escrow
ALTA Commitment Generator
Schedule A/B/C commitment with exception language bank and endorsement picker.
Included in: Title & Escrow
Escrow Ledger
Good-funds escrow ledger with daily reconciliation, three-way match, disbursement controls.
Included in: Title & Escrow
CPL Request System
Closing Protection Letter request / issuance workflow with underwriter integration.
Included in: Title & Escrow
Recording Tracker
County recording queue with e-record pairs, rejection reason codes, confirmation receipts.
Included in: Title & Escrow
Tax & Lien Search
Orchestrates county tax and lien searches via vendor APIs with refresh policy.
Included in: Title & Escrow
Wire Fraud Controls
Out-of-band wire-instruction verification, dual-approval, known-good counterparty registry.
Included in: Title & Escrow
Policy Production
Owner / Lender final policy issuance with premium remittance to underwriter.
Included in: Title & Escrow
Legal
8 modulesMatter Management
Matter lifecycle from intake → conflicts → engagement → active → closed with billable-time capture.
Included in: Legal
Conflicts Check
New-matter conflict screening against party index, related-entity graph, ethical walls.
Included in: Legal
Trust Accounting (IOLTA)
Client trust ledger with jurisdiction-specific rules, three-way reconciliation, IOLTA remittance.
Included in: Legal
E-Discovery Portal
Custodian mapping, legal hold notices with acknowledgment tracking, collection staging.
Included in: Legal
Document Automation
Contract template library with variable interpolation, clause library, version control.
Included in: Legal
Court Calendaring
Jurisdictional court rules engine computing deadlines from trigger events with reminders.
Included in: Legal
Time & Billing
LEDES-compliant time capture, billing guidelines engine, write-down approvals.
Included in: Legal
Client Portal (Legal)
Secure matter sharing portal with file exchange, status updates, invoice visibility.
Included in: Legal
Construction
8 modulesSubmittal Tracker
Submittal log with ball-in-court state, review rounds, spec-section indexing.
Included in: Construction
RFI Workflow
Request-for-information intake with answer routing, cost-impact flagging, schedule-impact flagging.
Included in: Construction
Change Order Management
Proposed Change Notice → Change Order Request → executed CO with tie-in to budget.
Included in: Construction
OSHA Safety Log
OSHA 300 / 300A / 301 incident log with near-miss capture, toolbox-talk evidence.
Included in: Construction
Lien Waiver Manager
Conditional / unconditional lien-waiver tracker by payee, state-specific forms, signed-copy vault.
Included in: Construction
Daily Field Reports
Superintendent daily log with weather, crew, delivery, delay-event entries.
Included in: Construction
Punch List / Closeout
Room-by-room punch list with photo evidence, substantial-completion gate, O&M manual package.
Included in: Construction
Pay Application (G702/G703)
AIA G702/G703 generation with schedule-of-values, retention tracking, lien-waiver bundling.
Included in: Construction
Healthcare
7 modulesPatient Intake
Demographics, insurance capture, ROI consent, intake questionnaire with e-signature.
Included in: Healthcare
HIPAA Safeguards
Access controls, minimum-necessary logging, BAA inventory, breach-notification workflow.
Included in: Healthcare
Appointment Scheduling (Clinical)
Slot templates per provider, no-show reminders, telehealth links, walk-in overflow.
Included in: Healthcare
Prior Authorization
Payer-specific PA routing with status polling, peer-to-peer queue, denial tracking.
Included in: Healthcare
Sleep Study Workflow
Referral → PSG / HST order → technologist schedule → scoring → physician read → report delivery.
Included in: Healthcare
Claims & RCM
Claim scrubber, 837 / 835 routing, denial-management workflow, aging reports.
Included in: Healthcare
ROI / Records Release
Medical-record release request handling with valid-authorization check, fee schedule, delivery log.
Included in: Healthcare
IT Services
12 modulesITSM Ticketing
Incident / request / problem / change ticket queues with SLA clocks and priority matrix.
Included in: IT Services / MSP
ERP Integration Hub
Bi-directional sync with SAP / Oracle / Dynamics via iPaaS with replay + dead-letter queue.
Included in: IT Services / MSP
Workflow Automation Studio
Low-code orchestration editor for multi-system workflows with versioned deployments.
Included in: IT Services / MSP
Asset Inventory (CMDB)
Configuration item registry with dependency map, discovery feeds, and lifecycle states.
Included in: IT Services / MSP
Service Catalog
Published service-offering catalog with request forms, fulfillment routing, and cost chargeback.
Included in: IT Services / MSP
Monitoring & Alerting
Unified metrics / logs / traces panel with threshold and anomaly alert rules.
Included in: IT Services / MSP
SLA Dashboard
Real-time SLA adherence by customer / service with breach-risk predictor.
Included in: IT Services / MSP
Knowledge Base
Article lifecycle with expert review, helpfulness metrics, search-driven suggestions.
Included in: IT Services / MSP
Change Advisory Board
CAB scheduling, risk-rated change queue, post-change review loop.
Customer Health Scoring
Multi-signal customer-health model with churn-risk tiers and CSM alerting.
Platform Branching Engine
Resolves platform-specific subtask variants — NetSuite, SAP B1, SYSPRO, Dynamics 365, Workday, Sage Intacct.
Included in: IT Services / MSP
ERP Industry Vertical Templates
Pre-configured subtask blocks for distribution, professional services, retail, and manufacturing within ERP rollouts.
Included in: IT Services / MSP
MSP Integrations
9 modulesPSA Connector
Connector for ConnectWise, Autotask, Freshservice, Jira SM, Zendesk, ManageEngine, HaloPSA — unified ticket / project / billing data.
Included in: IT Services / MSP
RMM Connector
RMM platform connector (Datto, NinjaOne, Automate, N-central) — device health, patch compliance, monitoring alerts.
Included in: IT Services / MSP
Security Connector
EDR / training / phishing platform connector (SentinelOne, CrowdStrike, Huntress, KnowBe4, Proofpoint, CMGRC).
Included in: IT Services / MSP
Billing Connector
Financial connector (QuickBooks, Xero, Stripe, ConnectWise Sell, Gradient MSP) — invoicing, MRR, recurring reconciliation.
Included in: IT Services / MSP
Documentation Connector
Documentation platform connector (IT Glue, Hudu) — runbooks, password vault, configurations, SOPs.
Included in: IT Services / MSP
Comms Connector
Microsoft 365 Graph + Slack — email, Teams, calendar, OneDrive, SharePoint, alert routing.
Included in: IT Services / MSP
Integration Hub
Central credential vault (AES-256-GCM, per-tenant), connection health, sync scheduler, webhook router, DLQ + retries.
Included in: IT Services / MSP
Client Data Normalization
Cross-platform canonical schemas (ticket, device, alert, invoice, contact, org, document) with quality scoring.
Included in: IT Services / MSP
Multi-Vendor Dashboard
Aggregated dashboards across multiple vendor APIs per client — SLA, ticket volume, asset inventory, incident correlation.
Included in: IT Services / MSP
Software Dev
11 modulesCode Review Policy
Branch-protection policies with required reviewers, codeowners, merge-gate checks.
Included in: Software Delivery
CI / CD Orchestrator
Pipeline-as-code with stage gates, environment promotion, build caching, artifact signing.
Included in: Software Delivery
Release Notes Generator
Auto-drafted release notes from merged PRs with classification and changelog publishing.
Included in: Software Delivery
Dependency Scanner
SBOM generation, CVE feed ingestion, license-policy checks, suppression workflow.
Included in: Software Delivery
Feature Flag Platform
Targeted rollouts with percentage + attribute rules, audit-logged flips, sticky assignment.
Included in: Software Delivery
Incident Postmortem
Incident declaration → comms → retrospective document → action-item tracker.
Included in: Software Delivery
Architecture Decision Ledger
ADR repository with status lifecycle, supersession graph, search, linkage to code.
Included in: Software Delivery
AI-Assisted Code Governance
Provenance-aware gate for AI-generated code with review required and attribution stamping.
Included in: Software Delivery
AI Execution Dashboard
Active AI tasks, acceptance rate by block type, cost-per-day sparkline, top rejected blocks.
Included in: Software Delivery
Multi-Language Parser Adapters
Pluggable parsers for JavaScript, Python, Go, TypeScript — function/import extraction with language-specific analysis.
Included in: Software Delivery
AI Provenance Calibration
Ten-heuristic AI provenance analyzer (entropy, naming, structure, phantom imports) with weighted composite score.
Included in: Software Delivery
Don't see your pattern?
New modules land every week. If your industry needs something the catalog doesn't cover yet, we author the module alongside your build — your app ships with it included.
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