How it works

From first interest to controlled evidence output

Proof Harbour is being built around a clear sequence: interest, checkup, triage, scope, price, payment, matter creation, evidence handling, review, and controlled release.

The same controlled sequence applies where the issue involves digital assets, tokenised assets, new financial rails, company records, protocol activity, lending, collateral, or reviewer questions. The public website is not an evidence upload route.

Current public stage

Start with high-level route finding

The current public route starts at the Free Checkup and register-interest front door. It is designed to keep the first step high level while Proof Harbour routes the enquiry safely.

The journey is intended to help people and companies identify the right support path before evidence, paid work, matter opening, or pack preparation starts.

Start at the public front door

Tokenised assets and new financial rails

Tokenisation follows the same control gates

Tokenised asset, tokenised credit, real-world asset token, tokenised collateral, tokenised fund interest, tokenised security, digital-rail, protocol, lending, staking, bridging, vault, DeFi, or collateral enquiries do not skip the journey. They are expected to move through route finding, human review, and scoping before any quote, payment, matter opening, or evidence request.

The focus is evidence readiness, reviewer context, governance records, documentation boundaries, and privacy-conscious explanation. It is not token creation, token design, investment promotion, custody, lending arrangement, protocol recommendation, or transaction execution.

Proof Harbour does not issue tokens, advise on token structure, promote investments, arrange lending, provide custody, recommend protocols, move assets, or execute transactions.

Step 1

Start with the Free Checkup or a high-level enquiry

The first stage stays high level. Proof Harbour asks about the reason for support, the likely reviewer, urgency, and whether the issue involves digital assets, tokenised assets, DeFi, collateral, company structure, protocol activity, or another broad evidence need.

No wallet addresses, token contract addresses, transaction IDs, bank statements, exchange statements, ID documents, screenshots, issuer documents, subscription documents, offering documents, private keys, seed phrases, passwords, or recovery material belong in this stage.

Step 2

Triage the route

The enquiry is reviewed to decide whether the likely route is a bank and lender evidence pack, company and lender-readiness work, proof refresh, paid scoping, tokenised asset or protocol scoping, or a future support lane.

Tokenised asset, protocol, lending, vault, staking, bridging, DeFi, collateral, or complex digital-rail records are treated as scoping-first or manual-review matters. If Proof Harbour is not the right fit, the response should say so.

Step 3

Confirm scope and price

If the enquiry is suitable, the next stage is a clear scope: what the work includes, what it excludes, what output is being prepared, what boundary applies, and what price route applies.

Proof Harbour is not being designed as a percentage-of-assets service. Price is based on work needed, not asset value alone. Tokenised asset or protocol complexity can change the scope even where the number of wallets is small.

Step 4

Payment clears before the matter opens

Paid work does not start from an unpaid enquiry. The agreed scope and price are confirmed first. Payment must clear before a matter reference is opened.

This avoids unpaid invoice chasing and protects the evidence process from starting too early. A Free Checkup route summary is not a quote, invoice, matter, or evidence request.

Step 5

Create the matter and request evidence

After payment clears, a matter reference is created. Evidence is then requested through the controlled matter route.

Client upload access should be limited to the matter-specific upload inbox. Other matter folders remain internal. The evidence request must stay within the agreed scope and must not ask for wallet-control material.

Step 6

Check, log, and move safe files

Files are checked before they move out of the upload inbox. Safe files are moved into the matter structure and recorded in the evidence log.

Private keys, seed phrases, recovery material, wallet passwords, bank logins, exchange passwords, browser-wallet access details, and files that give control over funds, wallets, accounts, tokens, or assets are not accepted.

Step 7

Prepare the draft pack or structure

Proof Harbour prepares a structured draft from scoped evidence, source material, missing evidence notes, reviewer context, and the agreed output route.

Drafting support does not replace review. The output must stay tied to evidence, scope, privacy boundaries, and any tokenised asset, protocol, collateral, company, or reviewer limits recorded during scoping.

Step 8

Review before release

Draft outputs are reviewed against scope, evidence, privacy boundary, missing evidence, external issue purpose, and any tokenised asset, protocol, lending, collateral, or governance boundary.

Final responsibility stays with human approval and controlled release. A draft does not become a Proof Harbour output just because it has been prepared.

Step 9

Retention and refresh review

Evidence records need a retention review date. If wallets, evidence sources, reviewer needs, tax years, off-ramp routes, tokenised records, governance context, settlement routes, or risk points change, the pack may need a refresh route.

Why the sequence matters

The order protects both sides. The client does not send sensitive evidence too early. Proof Harbour does not start paid work without scope, price, and cleared payment.

It also creates a reviewable record of what was requested, received, approved, issued, retained, or refreshed. That matters even more where tokenised assets, protocol activity, collateral, company records, or digital-rail questions may need reviewer context.

What the public website does not do

No evidence upload and no direct transaction role

The public website does not collect evidence, open matters, create invoices, request payment, issue document packs, or create tokenised asset conclusions.

It also does not request token contract addresses, wallet addresses, transaction IDs, issuer documents, subscription documents, offering documents, bank statements, exchange statements, ID documents, screenshots, private keys, seed phrases, recovery material, wallet backups, wallet passwords, exchange passwords, or bank login details.

Important boundary

Proof Harbour does not provide legal advice, tax advice, investment advice, token issuance, token-structure advice, financial promotion, custody, lending, broking, protocol recommendation, transaction execution, wallet access, or regulated financial advice.

Proof Harbour does not arrange loans, introduce lenders, promote borrowing, assess borrowing suitability, advise whether to buy, sell, hold, stake, lend, bridge, borrow, collateralise, tokenise, or issue assets, or act as a token issuer, broker, custodian, lender, exchange, or financial adviser.

Proof Harbour focuses on structured evidence support, documentation, reviewable records, governance context, and privacy-conscious presentation.