Final review
Use this page when a draft is mature enough to check carefully, approve, and turn into something ready to share.
Setup: Add assets and planning details for personalized guidance.
Final review status
System status
Offline
Research database is not configured. Add DATABASE_URL to enable sync and persistence. This is the last step before something becomes ready to approve or export.
Ready
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Sign-off
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Export ready
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Exported
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How to use this page
Tax Guidance Draft
Prepare a tightly-scoped tax draft only when cited authority and captured user facts are both in place.
Review
Not Started
Sign-off
Not Requested
Export
Not Ready
Audit
0/0
What has been confirmed
Portfolio Memo Draft
Prepare an evidence-backed portfolio memo only when holdings constraints and supporting evidence are both available.
Review
Not Started
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Not Requested
Export
Not Ready
Audit
0/0
What has been confirmed
Alamo Board Draft
Prepare a board-style draft only when the evidence lane and current operating context are both ready.
Review
Not Started
Sign-off
Not Requested
Export
Not Ready
Audit
0/0
What has been confirmed