Turn EstateFlow from product suite into launch-ready SaaS.
This page keeps the next engineering priorities visible inside the app: payments, notifications, security, legal review and beta rollout.
PayFast Live
The code already has PayFast checkout and ITN scaffolding. Before live billing, configure Firebase secrets, test sandbox end-to-end, reconcile subscriptions, and add a failed-payment queue.
Notification Engine
Reminders exist as records. Next step: scheduled Cloud Function + provider such as SendGrid, Mailgun, Resend, SMS or WhatsApp. Start with email for annual review, missing documents and outdated valuations.
Security Hardening
- Enable Firebase App Check.
- Require 2FA for admin/advisor accounts.
- Move more mutations into callable Functions.
- Do not store permanent vault download URLs for sensitive files.
- Add vault access logs and signed URL generation.
Legal + Compliance
- Professional review of Terms and Privacy.
- Professional review of will-builder wording.
- Clear disclaimers on all reports.
- POPIA consent and deletion/export workflow.
- Beta participant disclaimer.
Beta Launch
Start with 5–10 individual users and 1–2 advisors. Watch onboarding friction, missing-document confusion, whether users understand liquidity, and whether advisors see enough value to onboard clients.
Analytics
Track onboarding completion, estate health score improvement, report generation, vault usage, support tickets, review requests and subscription conversion.