TT core tool stack — Rich-confirmed Friday 22 May 2026 during the Tim Deeson LawtechUK brief iteration.

Core infrastructure (locked intent)

ToolRoleDisposition
Google WorkspaceEmail + Calendar + Docs + Drive + Shared DrivesCore; assume in place
StripePayments + subscriptions + (later) Stripe Identity for ID&VCore for TT commercial products (IAS / InheritWills / MyFamilyInherits lead-routing)
CloudflareDNS + edge + CDN + Workers + R2 + (potentially) PagesCore; supports legacylists.com + future TT brands; cost-efficient match for operator-first frame

Marketing stack (intent)

ToolRoleDisposition
ScoreApp (scoreapp.com)Quiz-led lead generation (inbound)Intent — for LegacyLists launch + MyFamilyInherits lead-routing funnel. Steven Abols is keen on ScoreApp — candidate follow-on engagement to design + run the LL quiz funnel (see [[project-steven-abols-kinetic-integrations]] — surfaced 2026-05-22 ~16:35 BST)
Facebook adsQuiz distribution + audience targeting (inbound)Intent — distributes ScoreApp quizzes; lead-gen funnel start. Steven Abols experienced/interested in Meta ads — likely paired with ScoreApp engagement
Instantly.ai (instantly.ai)Cold-email outbound prospectingIntent — for MFI will-writer recruitment ahead of Phase 2 launch (pre-launch supply-side network building); pairs with Tim brief Q5 partnership development + Q6 lead-routing platform integration. Steven Abols proposed as candidate operator — surfaced 2026-05-22 ~16:50 BST

Workflow tracking + bug reporting (revised 2026-05-22 ~17:10 BST — Linear-led + Sentry widget)

ToolRoleDisposition
Linear (linear.app)Shared workflow for Rich + Josh + Steven + Charis; cross-repo task tracking; GitHub-synced ticketingLead candidate. Operator-first buy-not-build call after Rich-deliberation 2026-05-22 ~17:10 BST. Free plan covers 4 users + 2 teams + 250 issues + Linear Agent (beta). First-party Claude MCP. Bidirectional GitHub Issues sync. Steven scopes setup as first engagement; 2-3 week trial; revert to markdown if trial fails.
Sentry User Feedback WidgetCharis bug reporting on legacylists.com (in-product feedback collection layer)Lead candidate (paired with Linear). Sentry already in stack + SDK already wired into code-ll (sentry.edge.config.ts + sentry.server.config.ts + instrumentation.ts present). Feedback widget on LL site → Sentry → routes to Linear triage queue. Session replay (60s pre-feedback) is the killer feature for non-tech tester workflow.
Custom Josh→Rich visibility tool(Was: likely answer if Linear over-engineered)REJECTED for Phase 1. Custom code has hidden maintenance/security/knowledge-concentration costs. Try Linear first. Revisit only if Linear trial fails. Operator-first principle: buy not build.
GitHub Projects(Was: alternative for Josh-Rich visibility)Rejected due to Rich’s prior negative experience with manual milestone-to-project-board sync overhead.
Markdown ledgerv2 build fleet coordination across 7 reposStatus quo for Phase 1. Works fine for Phase 1 solo + Claude. May migrate to Linear at end of trial if commit decision fires.

Why this stack

  • Operator-first frame (per [[project-strategic-position-operator-first-2026-05-22]]) favours capital-efficient, integration-rich tools — Cloudflare over AWS, Google Workspace over enterprise alternatives, free-tier Linear before commercial commitment.
  • Linear-vs-alternatives concern was addressed via research 2026-05-22: Linear has first-party Claude MCP integration (mcp.linear.app/mcp, OAuth 2.1, hosted by Linear); free plan covers 3 users + 2 teams + 250 issues + Linear Agent (beta); bidirectional GitHub Issues sync via first-party integration. The 2025 concerns about weak Claude integration no longer apply post the February 2026 Linear MCP launch.
  • ScoreApp + Facebook ads is a lead-gen funnel pattern: quiz attracts qualified prospect → results page captures email → MyFamilyInherits lead-routing sends qualified prospect to partner will-drafting software (Q6 of the Tim brief is the integration question — Arken vs WillSuite).
  • Steven Abols (engineer + spec-writer at UK nuclear power company) scoping Linear adoption Saturday 23 May 2026 — first fixed-price engagement test. Engagement substrate in ~/testatetech/docs-admin/external-partners/steven-abols/scoping-conversation-discussion-points.md v1.0.

How to apply

  • Do NOT recommend alternatives to the locked-intent core apps (Google Workspace / Stripe / Cloudflare) without explicit Rich-direction. These are settled choices.
  • For Linear: the decision to commit (migrate the phase-1-5-richard-tasks.md ledger + 5 BUILD-PLAN.md files into Linear) OR revert (stay markdown-led) depends on Steven’s adoption playbook + the 2–3 week trial outcome. Don’t assume committed until trial concludes.
  • For ScoreApp + Facebook ads: marketing-tactic-level decision; Tim brief Q3 (LL launch + marketing) might surface deeper questions about this stack during the Tuesday 26 May session.
  • For future tool additions: prefer the same operator-first frame (capital-efficient, mature, integration-rich, ideally with a Claude MCP server). Steven’s “tool-stack discipline spec” (project γ in his discussion-points doc) is the eventual framework for this.

Companions

  • [[project-strategic-position-operator-first-2026-05-22]] (operator-first frame justifies the cost-efficient tool choices)
  • [[project-steven-abols-kinetic-integrations]] (Steven engagement; Linear adoption playbook is his first project)
  • [[project-stainless-acquired-by-anthropic-2026-05-18]] (Stainless invalidated as TT vendor; free-stack SDK generation preferred per operator-first frame — same logic applies to all vendor decisions)