From the browser tab most agents stop at, to an agent that runs the operational chains of your practice while you sleep. Six levels, each one unlocking a layer the one before couldn't reach.
The chat tab most people stop at, then the desktop app that reads files directly from your computer instead of copy-paste.
A persistent workspace per part of the practice: portfolio management, client operations, acquisitions. Each becomes a specialist that already knows the brief.
The level where the tool grows hands: email, calendar, drive, then accounting, e-signature, portals, and CRM.
Repeat moves codified as skills, then an agent that stacks Projects, Connectors, and Skills into a scheduled chain you review instead of run by hand.
Set up one level, apply it to a real piece of your practice, then move to the next. The roadmap rewards use, not installation.
Whatever an account can already see, the tool can see. Nothing more.
Projects, connectors, skills, and Cowork all sit behind the paid plan.
Skipping a level makes the one after it harder to use well, not impossible.