# Solvr AI-Powered Service Platform
## Comprehensive Implementation Proposal — V2

**Prepared by:** OpenClaw  
**Prepared for:** Zack Lee, Solvr  
**Date:** February 2026  
**Total Investment:** $57,500  
**Timeline:** 16 Weeks (4 Phases)

---

## Executive Summary

Zack — after our conversation, the scope of what Solvr can become with AI is significantly bigger than a 3-agent team. You're not just looking for a few assistants. You're building a **scalable operating system** that can deliver 40+ services across four pillars to every hospice client — with a fraction of the human overhead you'd otherwise need.

This proposal maps **every service in your catalog** to specific AI and automation capabilities OpenClaw will build. We're organizing it around your four pillars — Growth Accelerator, Finance Navigator, Operations Optimizer, and Talent Solutions — because that's how your clients think about your services, and that's how the system should work.

Here's the short version:

- **8 specialized AI agents** organized by pillar (up from 3)
- **16 MCP servers** powering deep integrations across your entire tech stack
- **350+ tools** available across all agents
- **4-phase rollout** over 16 weeks — you're live and delivering value by end of Phase 1
- **Automation readiness** mapped to your own framework: Fully Automatable / Mostly Automated / Human-Led with AI Assist

The result: Solvr can onboard new hospice clients and deliver the full service catalog without hiring proportionally more staff. Your team focuses on strategy, relationships, and the human-judgment calls. The AI handles everything else.

---

## Table of Contents

1. [Architecture Overview](#architecture-overview)
2. [Agent Team — Expanded](#agent-team)
3. [Pillar 1: Growth Accelerator](#pillar-1-growth-accelerator)
4. [Pillar 2: Finance Navigator](#pillar-2-finance-navigator)
5. [Pillar 3: Operations Optimizer](#pillar-3-operations-optimizer)
6. [Pillar 4: Talent Solutions](#pillar-4-talent-solutions)
7. [MCP Server Inventory](#mcp-server-inventory)
8. [Automation Readiness Matrix](#automation-readiness-matrix)
9. [Coordination Layer](#coordination-layer)
10. [Implementation Timeline](#implementation-timeline)
11. [Responsibility Matrix](#responsibility-matrix)
12. [Risk Assessment & Mitigation](#risk-assessment)
13. [ROI Projections](#roi-projections)
14. [Investment](#investment)
15. [Next Steps](#next-steps)

---

## Architecture Overview

```
┌─────────────────────────────────────────────────────────────────────────────┐
│                        SOLVR AI SERVICE PLATFORM                            │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                             │
│  ┌──────────────────┐ ┌──────────────────┐ ┌──────────────────┐            │
│  │ PILLAR 1: GROWTH │ │ PILLAR 2: FINANCE│ │ PILLAR 3: OPS    │            │
│  │                  │ │                  │ │                  │            │
│  │  Rose (Marketing)│ │  Vera (Finance)  │ │  Miles (Compliance│            │
│  │  Kit (Sales)     │ │                  │ │       & Audit)   │            │
│  │  Ada (Tech/AI)   │ │                  │ │  Nora (Clinical) │            │
│  └────────┬─────────┘ └────────┬─────────┘ └────────┬─────────┘            │
│           │                    │                     │                      │
│  ┌──────────────────┐          │                     │                      │
│  │ PILLAR 4: TALENT │          │                     │                      │
│  │                  │          │                     │                      │
│  │  Harper (HR/     │          │                     │                      │
│  │    Recruitment)  │          │                     │                      │
│  └────────┬─────────┘          │                     │                      │
│           │                    │                     │                      │
│  ┌────────┴────────────────────┴─────────────────────┘                      │
│  │                                                                          │
│  │  ┌──────────────────────────────────────────┐                            │
│  │  │        DOT — CEO Executive Assistant     │  (Cross-Pillar)           │
│  │  │        FELIX — IT & Platform Manager     │  (Cross-Pillar)           │
│  │  └──────────────────────────────────────────┘                            │
│  │                                                                          │
│  │  ┌──────────────────────────────────────────┐                            │
│  │  │        COORDINATION LAYER                │                            │
│  │  │  SQLite: Memory / Messages / State       │                            │
│  │  │  Task Queue / Agent Routing / Handoffs   │                            │
│  │  └──────────────────────────────────────────┘                            │
│  │                                                                          │
│  ├──────────────────────────────────────────────────────────────────────┐   │
│  │                     OPENCLAW MCP SERVERS (16)                        │   │
│  │                                                                      │   │
│  │  GoHighLevel   Google Workspace   Notion       LinkedIn              │   │
│  │  Google Ads    Meta Ads           GA4          Whisper               │   │
│  │  Design Gen    Comms/Telegram     QuickBooks   Document Intelligence │   │
│  │  Web Scraping  Knowledge Base     Forms Engine  Dashboard/Reporting  │   │
│  │                                                                      │   │
│  │  350+ tools across all servers                                       │   │
│  └──────────────────────────────────────────────────────────────────────┘   │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘
```

---

## Agent Team — Expanded {#agent-team}

We're going from 3 agents to 8. Each pillar gets dedicated agent(s), plus two cross-pillar agents that handle CEO-level coordination and IT/platform management.

| Agent | Role | Pillar | Personality |
|-------|------|--------|-------------|
| **Dot Ashby** | CEO Executive Assistant | Cross-Pillar | Buttoned-up, efficient, proactive |
| **Rose Callahan** | Marketing Director | Pillar 1: Growth | Warm, polished, creative |
| **Kit Navarro** | Sales Enablement Lead | Pillar 1: Growth | Energetic, data-driven, coachable |
| **Ada Chen** | Technology & AI Specialist | Pillar 1: Growth | Sharp, technical, concise |
| **Vera Sinclair** | Finance & Reporting Analyst | Pillar 2: Finance | Meticulous, calm, numbers-first |
| **Miles Thornton** | Compliance & Operations Lead | Pillar 3: Ops | Detail-obsessed, precise, methodical |
| **Nora Fleming** | Clinical Operations Specialist | Pillar 3: Ops | Empathetic, thorough, clinically-aware |
| **Harper Quinn** | Talent & HR Manager | Pillar 4: Talent | Approachable, organized, people-first |
| **Felix Park** | IT & Platform Manager | Cross-Pillar | Calm, technical, solutions-oriented |

---

## Pillar 1: Growth Accelerator {#pillar-1-growth-accelerator}

**Agents:** Rose (Marketing), Kit (Sales Enablement), Ada (Technology/AI)

### Marketing Services — Rose Callahan

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Quarterly Competitive Analysis** | ✅ Fully Automatable | Scrapes competitor websites, job postings, ad spend, social presence. Generates quarterly report with trends, threats, and opportunities. Auto-delivered to client dashboards. | Web Scraping MCP, GA4 MCP, Google Ads MCP, Document Intelligence MCP |
| **Collateral System** | 🟡 Mostly Automated | Generates branded brochures, one-pagers, presentations from templates. Human reviews final output before distribution. | Design Generator MCP, Knowledge Base MCP, Notion MCP |
| **Google Ad Management** | 🟡 Mostly Automated | Monitors campaigns daily, adjusts bids within parameters, pauses underperformers, generates weekly performance reports. Human approves budget changes above threshold. | Google Ads MCP, GA4 MCP, Dashboard MCP |
| **Social Media Automation** | ✅ Fully Automatable | Generates content calendar, writes posts, creates graphics, schedules across platforms. Pulls engagement analytics weekly. | LinkedIn MCP, Design Generator MCP, Notion MCP |
| **Website Management** | 🟡 Mostly Automated | Monitors uptime, updates content, tracks SEO performance, generates monthly analytics reports. Human handles structural changes. | Web Scraping MCP, GA4 MCP, Google Workspace MCP |
| **Inservice Suite** | ✅ Fully Automatable | Generates educational inservice presentations and materials on hospice topics. Auto-formats, stores in client library, tracks completion. | Knowledge Base MCP, Design Generator MCP, Document Intelligence MCP |

### Sales Enablement Services — Kit Navarro

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Sales Enablement Package** | 🟡 Mostly Automated | Produces podcast scripts, coaching summaries, role-play scenarios. Generates post-call analyses from recordings. Human delivers coaching. | Whisper MCP, Knowledge Base MCP, Design Generator MCP |
| **PULSE™ Sales Methodology Training** | 🔵 Human-Led + AI Assist | Generates training materials, quizzes, role-play scripts based on PULSE framework. Tracks completion. Human leads actual training sessions. | Knowledge Base MCP, Forms Engine MCP, Notion MCP |
| **Bonus Plan Templates** | 🟡 Mostly Automated | Generates customized bonus structures based on agency size, census, and goals. Calculates payouts from data inputs. Human reviews final plans. | Document Intelligence MCP, Dashboard MCP |
| **CRM Management** | 🟡 Mostly Automated | Maintains GHL pipelines, auto-tags leads, triggers nurture sequences, cleans duplicates, generates pipeline reports. Human handles strategic changes. | GoHighLevel MCP |
| **Referral-to-Admission Process Toolbox** | 🔵 Human-Led + AI Assist | Provides process templates, tracks referral-to-admission metrics, identifies bottlenecks. AI generates recommendations; human implements process changes. | GoHighLevel MCP, Dashboard MCP, Knowledge Base MCP |
| **EOD/Daily Reporting Tool** | ✅ Fully Automatable | Auto-generates end-of-day reports from CRM data, call logs, and activity metrics. Delivered to managers by 6 PM daily. | GoHighLevel MCP, Dashboard MCP, Comms MCP |

### Technology/AI Services — Ada Chen

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Marketing Assistant Bot** | ✅ Fully Automatable | Client-facing chatbot that answers marketing questions, generates quick content ideas, provides campaign status updates. Runs 24/7. | Knowledge Base MCP, GoHighLevel MCP, Comms MCP |
| **Website Chat Bot** | ✅ Fully Automatable | Embedded on client hospice websites. Answers visitor questions, captures leads, routes to sales. Trained on agency-specific content. | Knowledge Base MCP, GoHighLevel MCP, Web Scraping MCP |
| **Clinical Eligibility AI** | 🔵 Human-Led + AI Assist | Ingests patient referral data, cross-references against hospice eligibility criteria (LCD guidelines). Generates preliminary eligibility assessment. **Always requires clinical human review before any decision.** | Document Intelligence MCP, Knowledge Base MCP |

---

## Pillar 2: Finance Navigator {#pillar-2-finance-navigator}

**Agent:** Vera Sinclair

### Financial Reporting & Analysis

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Monthly Financial Reporting** | 🟡 Mostly Automated | Pulls data from accounting systems, generates P&L, balance sheet, and cash flow reports. Highlights variances and anomalies. Human validates numbers. | QuickBooks MCP, Dashboard MCP, Document Intelligence MCP |
| **Quarterly Profit Opportunity Analysis** | 🔵 Human-Led + AI Assist | Analyzes financial data to identify margin improvement opportunities. AI generates initial recommendations with supporting data. Human refines strategy. | QuickBooks MCP, Dashboard MCP, Knowledge Base MCP |
| **Monthly PPD Expense Analysis** | ✅ Fully Automatable | Calculates per-patient-day expenses across categories. Compares to benchmarks and prior periods. Auto-generates report with trends. | QuickBooks MCP, Dashboard MCP |
| **Quarterly Competitive Benchmarking** | 🟡 Mostly Automated | Pulls publicly available Medicare data, compares client metrics to market. Generates benchmark report. Human adds strategic context. | Web Scraping MCP, Dashboard MCP, Document Intelligence MCP |
| **Medicare Hospice CAP Monitoring** | ✅ Fully Automatable | Tracks aggregate Medicare payments against CAP limits in real-time. Alerts when approaching thresholds. Generates projections. | QuickBooks MCP, Dashboard MCP, Comms MCP |
| **Post-Payroll Staff Cost Analysis** | ✅ Fully Automatable | Ingests payroll data, calculates cost-per-visit, overtime trends, staff utilization. Auto-generates report after each pay cycle. | QuickBooks MCP, Dashboard MCP |

### Financial Operations

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **AP Management System** | 🟡 Mostly Automated | Tracks invoices, payment schedules, vendor terms. Generates payment recommendations and aging reports. Human approves payments. | QuickBooks MCP, Document Intelligence MCP, Notion MCP |
| **Comprehensive Contract Management** | 🟡 Mostly Automated | Stores contracts, tracks renewal dates, extracts key terms. Alerts before expirations. Human handles negotiations. | Document Intelligence MCP, Notion MCP, Comms MCP |

---

## Pillar 3: Operations Optimizer {#pillar-3-operations-optimizer}

**Agents:** Miles Thornton (Compliance & Audit), Nora Fleming (Clinical Ops), Felix Park (IT — shared)

### Compliance & Auditing — Miles Thornton

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Technical Auditing** | 🟡 Mostly Automated | Scans documentation for technical compliance issues (billing codes, timelines, signatures). Generates audit reports with flagged items. Human reviews findings. | Document Intelligence MCP, Knowledge Base MCP, Dashboard MCP |
| **Clinical Auditing** | 🔵 Human-Led + AI Assist | Reviews clinical documentation against regulatory standards. AI flags potential issues and missing elements. **Human clinician makes all audit determinations.** | Document Intelligence MCP, Knowledge Base MCP |
| **Survey Readiness System** | 🟡 Mostly Automated | Maintains continuous readiness checklist. Scans for gaps against CMS Conditions of Participation. Generates mock survey reports. Human addresses deficiencies. | Knowledge Base MCP, Forms Engine MCP, Document Intelligence MCP |
| **ADR Response Support** | 🔵 Human-Led + AI Assist | When ADRs (Additional Documentation Requests) come in, AI assembles supporting documentation, generates response drafts. Human reviews and submits. | Document Intelligence MCP, Knowledge Base MCP |
| **Quality Agency Review** | 🟡 Mostly Automated | Aggregates quality metrics (CAHPS, HIS, claims data). Generates QAPI-ready reports. Identifies trends. Human interprets and acts on findings. | Dashboard MCP, Document Intelligence MCP, Knowledge Base MCP |

### Clinical Operations — Nora Fleming

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Virtual DON AI Assistant** | ✅ Fully Automatable (Intake) | Handles intake-related questions, generates clinical documentation templates, provides regulatory guidance. Routes complex clinical questions to human DON. | Knowledge Base MCP, Comms MCP, Document Intelligence MCP |
| **Digital Form Management** | ✅ Fully Automatable | Creates, stores, versions, and distributes clinical and administrative forms. Auto-populates fields from existing data. Tracks form completion. | Forms Engine MCP, Document Intelligence MCP, Notion MCP |
| **Education Toolbox** | ✅ Fully Automatable | Generates staff education materials on clinical topics, regulatory updates, and best practices. Tracks completion and competencies. | Knowledge Base MCP, Design Generator MCP, Forms Engine MCP |
| **Caregiver Satisfaction Monitoring** | ✅ Fully Automatable | Deploys satisfaction surveys, collects responses, analyzes sentiment, generates trend reports. Alerts on negative trends. | Forms Engine MCP, Dashboard MCP, Comms MCP |
| **Hospice Agency Knowledge Hub** | ✅ Fully Automatable | Searchable knowledge base of hospice regulations, best practices, Solvr SOPs, and agency-specific information. AI-powered Q&A interface. | Knowledge Base MCP, Comms MCP |
| **Policy & Procedure Generator** | 🟡 Mostly Automated | Generates P&P documents from templates and regulatory requirements. Cross-references against current CMS/state regulations. Human reviews before adoption. | Knowledge Base MCP, Document Intelligence MCP |
| **Operational Dashboard** | ✅ Fully Automatable | Real-time dashboard showing census, admissions, discharges, visits, staff productivity, and key clinical metrics. Auto-refreshes from data sources. | Dashboard MCP, GoHighLevel MCP, QuickBooks MCP |

### Technology — Felix Park (shared cross-pillar)

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Comprehensive IT Management (Tier 1)** | 🟡 Mostly Automated | AI helpdesk handles password resets, basic troubleshooting, software questions, account provisioning. Routes complex issues to human IT. | Knowledge Base MCP, Comms MCP, Notion MCP |
| **Comprehensive IT Management (Tier 2/3)** | 🔵 Human-Led + AI Assist | AI assists with research, documentation, and tracking for complex IT issues. Human handles hands-on technical work. | Knowledge Base MCP, Notion MCP |

---

## Pillar 4: Talent Solutions {#pillar-4-talent-solutions}

**Agent:** Harper Quinn

### Recruitment

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Hospice Hiring for Excellence System** | 🟡 Mostly Automated | Generates job postings, screens resumes, schedules interviews, sends follow-ups. Scores candidates against criteria. Human makes hiring decisions. | GoHighLevel MCP, Comms MCP, Document Intelligence MCP, Google Workspace MCP |
| **Job Description Generator** | ✅ Fully Automatable | Generates role-specific, compliance-aware job descriptions for any hospice position. Customized to agency size, market, and requirements. | Knowledge Base MCP, Document Intelligence MCP |
| **Recruitment Marketing** | 🟡 Mostly Automated | Creates and manages job ad campaigns across platforms. Generates recruitment content. Human approves video production. | Google Ads MCP, Meta Ads MCP, Design Generator MCP, LinkedIn MCP |
| **Volunteer Recruitment Service** | ✅ Fully Automatable | Manages volunteer pipeline: generates outreach materials, tracks applications, sends communications, maintains volunteer database. | GoHighLevel MCP, Comms MCP, Design Generator MCP |

### Engagement

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **Employee Engagement Monitoring** | ✅ Fully Automatable | Deploys pulse surveys, analyzes responses, tracks engagement scores over time. Generates monthly engagement reports with recommendations. | Forms Engine MCP, Dashboard MCP, Comms MCP |
| **Team Building Activities Generator** | ✅ Fully Automatable | Generates customized team building activities, icebreakers, and recognition programs based on team size, setting, and goals. | Knowledge Base MCP |

### HR Operations

| Service | Automation Tier | What the AI Does | MCP Servers |
|---------|----------------|-------------------|-------------|
| **HR Knowledge Hub** | ✅ Fully Automatable | AI-powered Q&A system for HR policies, benefits questions, compliance requirements. Trained on agency-specific handbooks and federal/state regulations. | Knowledge Base MCP, Comms MCP |
| **HR & Compliance Hotline** | ✅ Fully Automatable | 24/7 AI-powered hotline for HR and compliance questions. Logs all inquiries, escalates sensitive issues to human HR. Maintains confidentiality protocols. | Knowledge Base MCP, Comms MCP, Notion MCP |

---

## MCP Server Inventory {#mcp-server-inventory}

All MCP servers are built, hosted, and maintained by OpenClaw. Full source code ownership included.

| # | MCP Server | Tools | Status | Powers Which Services |
|---|-----------|-------|--------|----------------------|
| 1 | **GoHighLevel MCP** | 65+ | ✅ Built | CRM, lead management, pipelines, SMS/email, workflows, EOD reporting, hiring pipeline, volunteer management |
| 2 | **Google Workspace MCP** | 40+ | 🔨 Build | Calendar, Gmail, Drive, Docs, Sheets, Meet — used across all pillars |
| 3 | **Notion MCP** | 25+ | 🔨 Build | Documentation, SOPs, contract tracking, task management, knowledge organization |
| 4 | **LinkedIn MCP** | 15+ | 🔨 Build | Social posting, analytics, recruitment marketing, professional networking |
| 5 | **Google Ads MCP** | 20+ | ✅ Built | Ad campaign management, recruitment ads, competitive analysis |
| 6 | **Meta Ads MCP** | 20+ | ✅ Built | Facebook/Instagram ad campaigns, recruitment marketing |
| 7 | **GA4 Analytics MCP** | 15+ | 🔨 Build | Website analytics, traffic reporting, conversion tracking |
| 8 | **Whisper Transcription MCP** | 10+ | 🔨 Build | Meeting transcription, coaching call analysis, podcast production |
| 9 | **Design Generator MCP** | 15+ | 🔨 Build | Social graphics, reports, brochures, presentations, collateral |
| 10 | **Comms/Telegram MCP** | 10+ | 🔨 Build | Agent communication interface, notifications, alerts, hotline |
| 11 | **QuickBooks MCP** | 25+ | 🔨 Build | Financial reporting, AP management, payroll analysis, expense tracking |
| 12 | **Document Intelligence MCP** | 20+ | 🔨 Build | PDF parsing, contract analysis, clinical document review, form generation |
| 13 | **Web Scraping MCP** | 15+ | 🔨 Build | Competitive analysis, market data, Medicare public data, website monitoring |
| 14 | **Knowledge Base MCP** | 20+ | 🔨 Build | Hospice regulations, training materials, SOPs, policy templates, Q&A |
| 15 | **Forms Engine MCP** | 15+ | 🔨 Build | Survey deployment, form creation, data collection, completion tracking |
| 16 | **Dashboard/Reporting MCP** | 20+ | 🔨 Build | Operational dashboards, financial reports, KPI tracking, data visualization |

**Total Tools:** 350+  
**Already Built:** 3 servers (105+ tools)  
**To Build:** 13 servers (245+ tools)

---

## Automation Readiness Matrix {#automation-readiness-matrix}

Using your own framework, here's every service categorized:

### ✅ Fully Automatable (22 services)
*AI handles end-to-end. Human reviews output periodically but doesn't need to intervene for standard operations.*

| Service | Pillar | Agent |
|---------|--------|-------|
| Quarterly Competitive Analysis | Growth | Rose |
| Social Media Automation | Growth | Rose |
| Inservice Suite | Growth | Rose |
| EOD/Daily Reporting Tool | Growth | Kit |
| Marketing Assistant Bot | Growth | Ada |
| Website Chat Bot | Growth | Ada |
| Monthly PPD Expense Analysis | Finance | Vera |
| Medicare Hospice CAP Monitoring | Finance | Vera |
| Post-Payroll Staff Cost Analysis | Finance | Vera |
| Virtual DON AI Assistant (Intake) | Ops | Nora |
| Digital Form Management | Ops | Nora |
| Education Toolbox | Ops | Nora |
| Caregiver Satisfaction Monitoring | Ops | Nora |
| Hospice Agency Knowledge Hub | Ops | Nora |
| Operational Dashboard | Ops | Nora |
| Job Description Generator | Talent | Harper |
| Volunteer Recruitment Service | Talent | Harper |
| Employee Engagement Monitoring | Talent | Harper |
| Team Building Activities Generator | Talent | Harper |
| HR Knowledge Hub | Talent | Harper |
| HR & Compliance Hotline | Talent | Harper |

### 🟡 Mostly Automated (17 services)
*AI does 70-90% of the work. Human approves, reviews, or handles edge cases.*

| Service | Pillar | Agent | Human Touch Point |
|---------|--------|-------|-------------------|
| Collateral System | Growth | Rose | Final design review |
| Google Ad Management | Growth | Rose | Budget changes above threshold |
| Website Management | Growth | Rose | Structural changes |
| Sales Enablement Package | Growth | Kit | Coaching delivery |
| CRM Management | Growth | Kit | Strategic pipeline changes |
| Bonus Plan Templates | Growth | Kit | Final plan approval |
| Monthly Financial Reporting | Finance | Vera | Number validation |
| Quarterly Competitive Benchmarking | Finance | Vera | Strategic context |
| AP Management System | Finance | Vera | Payment approval |
| Comprehensive Contract Management | Finance | Vera | Negotiations |
| Technical Auditing | Ops | Miles | Finding review |
| Survey Readiness System | Ops | Miles | Deficiency remediation |
| Quality Agency Review | Ops | Miles | Interpretation & action |
| Policy & Procedure Generator | Ops | Nora | Adoption approval |
| IT Helpdesk (Tier 1) | Ops | Felix | Complex escalations |
| Hospice Hiring for Excellence | Talent | Harper | Hiring decisions |
| Recruitment Marketing (ads) | Talent | Harper | Video production |

### 🔵 Human-Led with AI Assist (8 services)
*Human drives the process. AI provides research, drafts, data, and recommendations.*

| Service | Pillar | Agent | AI Contribution |
|---------|--------|-------|-----------------|
| PULSE™ Sales Methodology Training | Growth | Kit | Materials, quizzes, tracking |
| Referral-to-Admission Process | Growth | Kit | Templates, metrics, bottleneck ID |
| Clinical Eligibility AI | Growth | Ada | Preliminary assessment (always human-reviewed) |
| Quarterly Profit Opportunity Analysis | Finance | Vera | Data analysis, initial recommendations |
| Clinical Auditing | Ops | Miles | Documentation flagging |
| ADR Response Support | Ops | Miles | Document assembly, draft responses |
| IT Management (Tier 2/3) | Ops | Felix | Research, documentation, tracking |
| Recruitment Video Production | Talent | Harper | Scripts, storyboards, distribution |

---

## Coordination Layer {#coordination-layer}

Same proven architecture from the original proposal, now scaled for 8 agents.

### Unified Memory (SQLite)

All agents share a single SQLite database for memory, messaging, tasks, and client context. Schema remains the same — it scales cleanly.

```sql
-- Core tables (same as v1)
-- memory, agent_messages, tasks, shared_context

-- NEW: Service delivery tracking
CREATE TABLE service_delivery (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    client_id TEXT NOT NULL,
    pillar TEXT NOT NULL,           -- 'growth', 'finance', 'ops', 'talent'
    service_name TEXT NOT NULL,
    agent_id TEXT NOT NULL,
    status TEXT DEFAULT 'active',   -- 'active', 'paused', 'completed'
    automation_tier TEXT,           -- 'full', 'mostly', 'human_led'
    last_executed TIMESTAMP,
    next_scheduled TIMESTAMP,
    delivery_notes TEXT,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

-- NEW: Client configuration
CREATE TABLE client_config (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    client_id TEXT NOT NULL,
    service_name TEXT NOT NULL,
    config_key TEXT NOT NULL,
    config_value TEXT NOT NULL,
    updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);

-- NEW: Compliance audit log (critical for healthcare)
CREATE TABLE audit_log (
    id INTEGER PRIMARY KEY AUTOINCREMENT,
    agent_id TEXT NOT NULL,
    action_type TEXT NOT NULL,
    entity_type TEXT,
    entity_id TEXT,
    details JSON,
    ip_address TEXT,
    created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
```

### Agent Communication — Handoff Examples

| Trigger | From | To | Method |
|---------|------|----|--------|
| New client signed | Dot | All pillar leads | Broadcast with client config |
| Financial anomaly detected | Vera | Dot | Urgent message to CEO assistant |
| Survey readiness gap found | Miles | Nora | Task with clinical context |
| Job posting needed | Harper | Rose | Request for recruitment content |
| Technical issue reported | Any agent | Felix | Escalation with diagnostic info |
| Competitive threat identified | Rose | Kit | Intelligence brief for sales team |
| CAP threshold approaching | Vera | Dot + Nora | Alert with recommended actions |

---

## Implementation Timeline {#implementation-timeline}

### Phase 1: Core Platform + Growth Accelerator (Weeks 1-5)
*Get the foundation right and deliver the most visible pillar first.*

**Week 1: Foundation**
- Deploy coordination layer (SQLite + 8-agent framework)
- Configure GoHighLevel MCP (already built)
- Build Google Workspace MCP
- Set up agent base configurations (all 8 agents)
- Establish audit logging system

**Week 2: Growth — Marketing Stack**
- Build LinkedIn MCP
- Build Design Generator MCP
- Build Web Scraping MCP
- Configure Rose: social media automation, competitive analysis
- Initial testing: content generation pipeline

**Week 3: Growth — Sales Stack**
- Build Whisper Transcription MCP
- Build Knowledge Base MCP (foundation — used across all pillars)
- Configure Kit: CRM management, EOD reporting, sales enablement
- Configure Google Ads MCP + Meta Ads MCP (already built)
- Test: lead-to-pipeline workflows

**Week 4: Growth — Technology/AI**
- Build Comms/Telegram MCP
- Configure Ada: marketing bot, website chatbot framework
- Build Forms Engine MCP (foundation — used across pillars)
- Configure Dot: CEO assistant, cross-pillar coordination
- Test: chatbot interactions, inservice generation

**Week 5: Growth — Integration & Testing**
- End-to-end testing of all Growth Accelerator services
- Agent-to-agent handoff testing within Pillar 1
- Rose + Kit + Ada coordination workflows
- Client demo preparation
- **Milestone: Pillar 1 live for first client**

### Phase 2: Finance Navigator + Operations Foundation (Weeks 6-9)

**Week 6: Finance Stack**
- Build QuickBooks MCP
- Build Dashboard/Reporting MCP
- Configure Vera: financial reporting, PPD analysis, CAP monitoring

**Week 7: Finance Operations**
- Build Document Intelligence MCP
- Configure Vera: AP management, contract management
- Test: financial report generation pipeline
- Test: CAP monitoring alerts

**Week 8: Operations — Compliance**
- Configure Miles: technical auditing, survey readiness, quality review
- Extend Knowledge Base MCP with regulatory content
- Configure audit workflow: AI flags → human review
- Test: compliance scanning workflows

**Week 9: Operations — Integration**
- End-to-end testing of Finance + Compliance services
- Cross-pillar handoffs (Vera ↔ Miles ↔ Dot)
- Financial dashboard integration
- **Milestone: Pillars 1-2 live, Pillar 3 compliance services live**

### Phase 3: Clinical Ops + Talent Solutions (Weeks 10-13)

**Week 10: Clinical Operations**
- Configure Nora: Virtual DON, digital forms, education toolbox
- Extend Forms Engine MCP with clinical form templates
- Knowledge Hub population with hospice regulations
- Test: clinical documentation workflows

**Week 11: Clinical Ops Continued + IT**
- Configure Nora: caregiver satisfaction, policy generator, operational dashboard
- Configure Felix: IT helpdesk Tier 1, platform monitoring
- Test: survey deployment, satisfaction tracking
- Test: IT ticket routing

**Week 12: Talent Solutions**
- Configure Harper: hiring system, job descriptions, recruitment marketing
- Configure Harper: engagement monitoring, HR knowledge hub, compliance hotline
- Test: applicant tracking workflows
- Test: HR Q&A system

**Week 13: Integration**
- End-to-end testing across all 4 pillars
- All agent-to-agent handoffs validated
- Cross-pillar dashboard (all services visible)
- **Milestone: All 4 pillars operational**

### Phase 4: Clinical AI + Polish + Training (Weeks 14-16)

**Week 14: Clinical Eligibility AI**
- Build Clinical Eligibility AI assessment engine
- Implement strict human-in-the-loop for all clinical decisions
- HIPAA compliance validation
- Medical terminology training for Knowledge Base

**Week 15: Polish & Optimization**
- Performance optimization across all agents
- Edge case handling and error recovery
- Monitoring and alerting setup
- Load testing with multi-client scenarios

**Week 16: Documentation & Training**
- Complete documentation package
- Team training sessions (Solvr staff)
- Client onboarding playbook
- Go-live preparation
- **Milestone: Full platform launch**

---

## Responsibility Matrix {#responsibility-matrix}

### What OpenClaw Provides

- ✅ All 16 MCP servers — full source code, documented, tested
- ✅ 8 agent configurations — system prompts, personalities, tool assignments, workflow logic
- ✅ Coordination layer — SQLite schema, routing, handoffs, audit logging
- ✅ Knowledge Base foundation — regulatory content structure, template library framework
- ✅ Dashboard framework — reporting templates, data visualization
- ✅ Deployment to your infrastructure
- ✅ Complete documentation package (architecture, API reference, playbooks, runbooks)
- ✅ Team training (up to 4 sessions, 2 hours each)
- ✅ 60-day post-launch support (up from 30 — bigger system needs more runway)
- ✅ 90-day bug fixes

### What Solvr Provides

- 🔲 API credentials for all platforms (GHL, Google, LinkedIn, Meta, QuickBooks, Notion)
- 🔲 Hosting infrastructure (VPS or cloud — we'll recommend specs)
- 🔲 Access to existing systems for integration testing
- 🔲 Hospice regulatory content for Knowledge Base (we'll structure it, you provide source material)
- 🔲 Clinical form templates and existing SOPs
- 🔲 Financial report templates / desired format examples
- 🔲 Brand guidelines for design generation
- 🔲 Client information for initial onboarding (first 1-3 pilot clients)
- 🔲 Team availability for training sessions
- 🔲 Designated point of contact for each pillar during build
- 🔲 HIPAA compliance guidance and BAA requirements (for Clinical Eligibility AI)
- 🔲 Feedback and testing during each phase

---

## Risk Assessment & Mitigation {#risk-assessment}

### High Priority Risks

#### 1. Clinical Eligibility AI — HIPAA & Liability
**Risk:** Processing patient health information (PHI) through AI raises HIPAA compliance and clinical liability concerns.  
**Impact:** High — regulatory penalties, malpractice exposure  
**Mitigation:**
- All clinical AI outputs are **advisory only** — clearly labeled "AI-generated, requires clinical review"
- No PHI is stored in AI memory or training data
- Human clinician must approve **every** eligibility determination
- Audit log captures every interaction with timestamps
- BAA (Business Associate Agreement) required with any cloud providers
- We recommend consulting a healthcare compliance attorney before deploying this specific service
- **This is Phase 4 for a reason** — we get everything else stable first

#### 2. LinkedIn Automation — Account Restrictions
**Risk:** LinkedIn actively detects and restricts automated activity. Account bans can damage professional reputation.  
**Impact:** Medium — account loss, reputation impact  
**Mitigation:**
- All LinkedIn posts go through **human approval queue** before publishing
- Rate limiting: no more than 2-3 posts per day, human-like timing
- No automated connection requests or InMail (highest ban risk)
- Use LinkedIn's official API where available
- Consider a dedicated brand account separate from personal profiles
- **Written acknowledgment of risk** before activation

#### 3. Clinical Auditing — Scope of Practice
**Risk:** AI-generated audit findings could be misinterpreted as clinical determinations.  
**Impact:** High — liability, regulatory issues  
**Mitigation:**
- AI role is explicitly **documentation review and flagging** — never clinical judgment
- All outputs labeled: "Preliminary findings — requires review by qualified auditor"
- Human clinician or auditor signs off on every audit report
- Clear documentation of AI vs. human responsibilities

#### 4. Financial Data Accuracy
**Risk:** Automated financial reports with errors could lead to bad business decisions.  
**Impact:** Medium-High — financial exposure  
**Mitigation:**
- All financial reports include "AI-generated" watermark
- Monthly Financial Reporting remains "Mostly Automated" — human validates numbers
- CAP monitoring includes configurable alert thresholds (conservative defaults)
- Reconciliation checks built into QuickBooks MCP workflows

### Medium Priority Risks

#### 5. Multi-Client Data Isolation
**Risk:** As Solvr onboards multiple hospice clients, data from one client could leak to another.  
**Impact:** High if it happens, preventable by design  
**Mitigation:**
- Strict client-level data partitioning in all database tables
- Agent context windows cleared between client operations
- API credentials scoped per-client where possible
- Regular isolation audits

#### 6. API Rate Limits & Costs
**Risk:** High-volume automation could hit API rate limits or generate unexpected costs.  
**Impact:** Low-Medium — service disruptions, cost overruns  
**Mitigation:**
- Rate limiting built into all MCP servers
- Cost monitoring alerts for LLM API usage
- Batch operations where possible to reduce API calls
- Clear documentation of expected API costs per service

#### 7. LLM Hallucination in Knowledge Systems
**Risk:** Knowledge Hub, HR Hotline, or Virtual DON could generate inaccurate information.  
**Impact:** Medium — misinformation, compliance issues  
**Mitigation:**
- RAG (Retrieval Augmented Generation) architecture — AI answers from your verified content, not general knowledge
- Source citations included in every response
- Confidence scoring — low-confidence answers flagged for human review
- Regular knowledge base audits and content updates

---

## ROI Projections {#roi-projections}

### For Solvr (Internal)

**Current state assumption:** To deliver the full 47-service catalog manually, Solvr would need approximately 8-12 FTEs across marketing, finance, operations, clinical, and HR functions.

| Metric | Without AI Platform | With AI Platform | Savings |
|--------|-------------------|------------------|---------|
| FTEs needed for full catalog | 8-12 | 3-5 | 3-7 FTEs ($150K-$350K/yr) |
| Time to onboard new client | 2-3 weeks | 2-3 days | 80% reduction |
| Services deliverable per FTE | 4-6 services | 12-15 services | 2.5x increase |
| Report generation time | 4-8 hours each | 15-30 minutes | 90% reduction |
| Client capacity (total) | 10-15 clients | 30-50+ clients | 3x+ increase |

### For Solvr's Clients (Hospice Agencies)

| Client Benefit | Estimated Impact |
|---------------|-----------------|
| Competitive analysis delivery time | From 2 weeks → 48 hours |
| Financial reporting cycle | From 10+ business days → 2 business days |
| Survey readiness assessment | From quarterly manual → continuous automated |
| HR question response time | From next business day → immediate (24/7) |
| Employee engagement tracking | From annual survey → monthly pulse |
| IT helpdesk (Tier 1) response | From hours → minutes |
| CAP monitoring | From quarterly check → real-time alerts |

### Payback Period

At $57,500 investment + ~$3,000/month retainer + ~$500-1,500/month infrastructure costs:

- **If AI replaces 3 FTEs worth of work:** Payback in ~3-4 months
- **If AI enables 10 additional clients at $3K/mo average:** Payback in ~2 months
- **Conservative estimate:** Full ROI within 6 months of Phase 1 launch

The real value isn't just cost savings — it's **scalability without proportional headcount growth**. Every new hospice client Solvr onboards gets the full service catalog without hiring another person.

---

## Investment {#investment}

### Project Total: $57,500

| Phase | Timeline | Description | Investment |
|-------|----------|-------------|------------|
| **Phase 1: Core Platform + Growth Accelerator** | Weeks 1-5 | Coordination layer, 8 agent framework, 8 MCP servers, all Growth services | $22,000 |
| **Phase 2: Finance Navigator + Ops Foundation** | Weeks 6-9 | QuickBooks MCP, Dashboard MCP, Document Intelligence MCP, financial + compliance services | $15,000 |
| **Phase 3: Clinical Ops + Talent Solutions** | Weeks 10-13 | Clinical operations, talent services, IT helpdesk, full integration | $12,500 |
| **Phase 4: Clinical AI + Polish + Training** | Weeks 14-16 | Clinical Eligibility AI, optimization, documentation, training | $8,000 |

### Phase Breakdown Detail

**Phase 1 — $22,000**
- 8 MCP servers (LinkedIn, Design Gen, Web Scraping, Knowledge Base, Comms, Forms Engine + config of 3 existing)
- 8-agent coordination layer with audit logging
- All Growth Accelerator services (18 services across Marketing, Sales, Tech/AI)
- Agent personalities, prompts, and workflow configuration

**Phase 2 — $15,000**
- 3 MCP servers (QuickBooks, Dashboard/Reporting, Document Intelligence)
- All Finance Navigator services (8 services)
- Compliance & auditing services (5 services)
- Cross-pillar financial dashboards

**Phase 3 — $12,500**
- Clinical operations services (7 services)
- All Talent Solutions services (9 services)
- IT helpdesk configuration
- Full cross-pillar integration and testing

**Phase 4 — $8,000**
- Clinical Eligibility AI (careful, compliance-first build)
- System-wide optimization and hardening
- Complete documentation package
- Team training (4 sessions)
- Client onboarding playbook

### Payment Schedule

| Milestone | Amount | Trigger |
|-----------|--------|---------|
| Project kickoff | $17,250 (30%) | Signed agreement |
| Phase 1 complete | $14,375 (25%) | Pillar 1 live and demonstrated |
| Phase 2 complete | $11,500 (20%) | Pillars 2-3 compliance live |
| Phase 3 complete | $8,625 (15%) | All 4 pillars operational |
| Phase 4 complete | $5,750 (10%) | Full launch, training complete |

### Ongoing Retainer (Recommended)

After project completion, we recommend a monthly retainer to cover:

| Tier | Monthly | Includes |
|------|---------|----------|
| **Standard** | $2,500/mo | Bug fixes, minor enhancements, 8 hours support, MCP server updates |
| **Growth** | $3,500/mo | Everything in Standard + new service buildouts (up to 2/month), 16 hours support, priority response |
| **Enterprise** | $4,500/mo | Everything in Growth + dedicated Slack channel, same-day response, unlimited minor enhancements, quarterly strategy reviews |

*We recommend starting with Growth tier for the first 3 months post-launch, then evaluating.*

### Estimated Ongoing Infrastructure Costs (Client-Paid)

| Item | Monthly Estimate |
|------|-----------------|
| Hosting (8 agents + 16 MCP servers) | $100-300 (VPS/cloud) |
| LLM API usage (Claude/GPT) | $500-1,500 depending on client volume |
| LinkedIn API (Unipile or similar) | $49-200 |
| QuickBooks API | Included with QBO subscription |
| Other third-party APIs | $50-200 |
| **Total Estimated** | **$700-2,200/month** |

*Scales with number of clients and service utilization. Conservative estimates assume 5-10 active hospice clients.*

---

## Deliverables Summary

### Code & Infrastructure
| Deliverable | Quantity |
|-------------|----------|
| MCP Servers (full source code) | 16 |
| Agent Configurations | 8 |
| Coordination Layer | 1 (SQLite + routing + audit) |
| Deployment Scripts | Docker/systemd configs |
| Monitoring Dashboard | Agent activity + error tracking |
| Client Onboarding Automation | Template for new hospice clients |

### Documentation
| Document | Description |
|----------|-------------|
| Architecture Guide | Full system overview, data flows, security model |
| MCP Server Reference | Every tool, parameters, examples |
| Agent Playbooks | How each agent handles scenarios per service |
| Service Catalog Map | Your 47 services → AI capabilities |
| Runbook | Troubleshooting, maintenance, updates |
| Training Materials | Team onboarding for working with agents |
| Client Onboarding Guide | How to add a new hospice client to the platform |

### Support
| Item | Duration |
|------|----------|
| Implementation Support | 16 weeks (included) |
| Post-Launch Support | 60 days |
| Bug Fixes | 90 days |

---

## Why OpenClaw for This?

### Healthcare AI Requires Precision
This isn't a generic chatbot project. Hospice consulting touches clinical decisions, financial compliance, and regulatory requirements. We build with:
- **Audit trails** on every AI action
- **Human-in-the-loop** for all clinical and financial determinations
- **Data isolation** between clients
- **Source-cited** knowledge base responses (no hallucination-prone freeform answers)

### Our MCP Advantage
- **105+ tools already built** across GoHighLevel, Google Ads, and Meta Ads
- **30+ MCP servers** built across industries — we know the patterns
- **Full code ownership** — you own everything, no vendor lock-in
- **No recurring platform fees** — just your infrastructure and LLM costs

### Scale-Ready Architecture
The system we're building doesn't just work for your first 5 clients — it's designed to serve 50+ hospice agencies without architectural changes. Add a new client → configure their services → the agents start delivering.

---

## Next Steps {#next-steps}

1. **Review** this proposal — take your time, mark up anything that needs clarification
2. **Discovery call** — we'll walk through the [expanded discovery questions](./solvr-discovery-questions-v2.md) to finalize technical requirements
3. **Pillar prioritization** — confirm Growth Accelerator as Phase 1 (or adjust)
4. **Agreement & kickoff** — sign, fund Phase 1, and we start building
5. **Weekly check-ins** — every Friday during implementation

---

**Prepared by:** Jake Shore, OpenClaw  
**Prepared for:** Zack Lee, Solvr  
**Date:** February 2026

---

*This proposal is valid for 30 days from the date above.*
