EstateFlow checks active organization membership and role before loading or changing records. Owner, manager, and viewer permissions are evaluated on the server.

Edits carry the record’s current version. A stale update receives a conflict response instead of silently replacing someone else’s work. Changes and their activity records are written together.

Contact intake saves a durable reference before starting CRM routing and email delivery. A provider failure does not erase a saved inquiry.

The record distinguishes pending, completed, and needs-review processing. Focused checks cover downstream failures and scheduling failures. Background processing is not represented as a persistent retry queue.

Stripe checkout completion and settled payment are different states. Settlement helpers check payment status before a payment is treated as collected.

Webhook checks cover duplicate events, delayed payment outcomes, refund states, and database failures with mocked providers. These checks exercise code behavior; they are not a claim about transaction volume or financial results.

The business workspace retrieves similar completed projects using TF-IDF and cosine similarity. Shared terms explain a match, and insufficient evidence produces no recommendation.

The vocabulary comes from completed project text. Comparisons are bounded, respect the selected business context, and do not mutate records. The public demonstration uses a separate fictional dataset and makes no external AI calls.