How Lucarne organizes its own follow-up
A website, business workspace and client portal connected around the same record.
The need
Connect an inquiry, an appointment and the next actions without losing the context of the record.
The scope
The website includes assessment tools, booking, contact, task and project tracking, and a client portal.
How the pieces connect
Public pages use server actions to access data. The administrative workspace and client portal have separate access controls. Stripe processes payments, Resend delivers email and Anthropic generates reports.
What the product does
The business assistant can prepare follow-up items through dedicated, revocable permissions. What it prepares for the portal stays in draft, and no message it prepares is sent without the owner. Commercial emails rely on documented consent and honour unsubscribes.