How the platform works

These pages explain the cross-cutting ideas that recur in every module. Read them once and the per-module handbooks make much more sense — they all sit on the same spine.

• The review inbox and the human gate — how agent-prepared work reaches you for a decision, and why nothing regulated happens without one.
• Intake channels — the ways work and documents enter the platform: the mailbox, WhatsApp, the client portal, and the public API.
• The client portal — the magic-link surface clients use to submit, confirm, and approve.
• Entities & groups — navigating the corporate register and the Tenant → Group → Entity → Branch hierarchy.

For the why behind these (the product vision and architecture), the PRD is the source of truth — this section is the operator's working summary.