Overseer portal

Deep work waits for the gate.

Invite-only. Sign in with CareOS Google after Meridian accepts. This shell does not mark you accepted.

  1. Apply+Contract
  2. Workspace
  3. Intake
  4. Stripe
  5. Notion
  6. Slack
  7. Helpers/Operator

STOP

No deep PHI until accept + contract + pay. Workspace requires both a forward-to alternate email and a card rail choice (own prepaid or Issuing). App tiles stay dim until status is invited or active.

Apply firstWorkspace hard stop

Account sign-in is temporarily unavailable. Public applications still work — use Apply, or email applications@lifeos.meridianbcg.com.

Workspace

Meridian will invite your @lifeos… seats after household Workspace is live.

App links

Enabled only when Meridian has invited or activated the seat.

Workspace

Gmail on @lifeos.meridianbcg.com — locked until invited / active.

Drive / Vault

Household-prefixed files — locked until invited / active.

Notion

Management / operator creates the household page — locked until invited / active.

Slack Radio

After Workspace + Management invite — locked until invited / active.

Stripe billing

After accept — not public checkout — locked until invited / active.

Book with Management

Booking ≠ accept.

Household documents

A medical power of attorney is required. A Living Will is optional.

After Meridian Business & Civic Group accepts the household, the Operator sends the household intake link for medical power of attorney, Living Will, and other health details (Google Form under Workspace BAA) — not Notion, not email, and not as PHI fields in CareOS. Intake form link coming soon — the Operator will send it to you directly. The September 20, 2026 “Overseer portal only” upload lock is superseded for public legal pages.

This is not attorney advice and does not create an attorney-client relationship. CareOS coordinates household files; it does not draft or sell legal instruments as CareOS products.

  • Required after accept: medical power of attorney via the external household intake form (not uploaded in CareOS).
  • Optional: Living Will on the same external form.
  • Health details never write to Notion or application email from this portal.

Intake

Health chapters open on an external form. Client-interest notes may save here after the gate. Host careos.meridianbcg.com.

Non-PHI notes stay on this device until save reaches the Worker.

STOP: health intake is not collected in CareOS. Use the external form below after accept. Client-interest notes may auto-save locally; the Worker API is live only after invite.

Health & household documents

Emergency contacts, medical history, medications, pharmacies, providers, and document uploads (medical power of attorney, Living Will, and related files) are collected on a secure external form — not stored in CareOS, Notion, or application email.

Intake form link coming soon — the Operator will send it to you directly.

Client interests

Non-clinical notes only — hobbies, preferences, conversation starters. Not diagnoses or medications.

Meridian may email from providers@lifeos.meridianbcg.com about missing ROI or logistics. Health details and clinical documents stay on the external intake form — not Notion, not Resend, and not Slack.