Core spine
Operational module
Tracking / intelligence
Human input
HUMAN INPUT CORE RELATIONAL SPINE LINKED OUTPUTS DAILY OPERATIONS Relationship Ecosystem Database Clients · contacts · collaborators referral sources · organisations Opportunity & Engagement Pipeline Five stages: contact → confirmed linked to contacts and matters Matter & Project Management Client matters · research · advisory tasks · docs · working context Professional Platform & Publications Writing · research · speaking pro bono · collaborations two-way two-way two-way Add Contact or Organisation Role · org · interaction history notes from meetings or calls Log Opportunity or Enquiry Introductions · referrals · direct enquiries · ongoing conversations Open Matter or Project Converted from confirmed opportunity or direct intake Add Professional Contribution Article · book contribution speaking · research project Relationship Context View Ecosystem visibility follow-up prompts Pipeline Visibility View Stage-filtered across all emerging opportunities Active Matter Overview Status · linked docs tasks · progress notes Professional Commitments Tracker Timeline · status relevant contacts attached Daily Dashboard Active matters · pipeline · follow-ups writing commitments · meeting notes
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