Chief of Staff
orchestrates the team · always with you
Your single point of contact. Routes you through onboarding, the cockpit, and any specialist you need. The Chief of Staff is always assigned to your account — dedicated, not pooled.
WHAT THEY DO FOR YOU
Greets new customers in your firm · routes questions to the right specialist · gives you a weekly digest of cockpit activity · escalates risk or compliance signals.
BOUNDARY
Read-only on workspace activity. Cannot edit customer-facing artefacts directly — escalates to a human approver. Never acts outside your authority gate.