STAFF CONSOLE · DEMO · sample data only · in production this sits behind secure staff sign-in (Cloudflare Access)
One caregiver record · every workflow

Today at Legacy

Every registration, grant application, respite visit, and follow-up — one system, no spreadsheets. Staff work it by chat.

📥 Needs attention

CaregiverItemStatus
Maria GonzalezWellness grant — review check-inDue this week
James WhitfieldNew Sanctuary member — welcome callNew
Dorothy ChenMemory Social follow-up (Jun 20)Queued
Angela RiversGrant award — care package + outcome noteReady

📅 Upcoming events

EventDateRegistered
Virtual Support Group (weekly)Jul 818
Memory Social — Drop-In RespiteJul 188 / 12 capacity
Wellness Grant Info SessionAug 19
Memory Social Caregiver EventAug 156 / 12 capacity

👤 Caregiver record — Maria Gonzalez sample

Sanctuary member sinceMarch 2024
Caring forMother · younger-onset dementia
ProgramsWellness grant · Memory Socials · Support Group
Grant statusIn review
Last attendedVirtual Support Group · Jun 24
Memory Socials4 attended · 2026
NotesPrefers morning contact
Legacy Assistant — staff chat draft → preview → confirm
add a Memory Social next Saturday 10 to 1 in the community room, registration open, capacity 12
Here's a draft — nothing is live yet:
📅 Memory Social — Drop-In Respite
Sat Jul 25 · 10:00 AM–1:00 PM · Community Room
Registration: open · Capacity: 12 · Category: Memory Social
Listed on: Events page + portal

The governed assistant: staff make changes by asking. The assistant edits content and data only — never code, design, or security — and every change is previewed, confirmed, and logged. A bad request becomes a draft someone declines; it can't break the site.