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A defined internal task may involve a matter-stage handoff, repeatable document step, data movement or reporting process. We agree the trigger, output, owner and exceptions. Pre-engagement enquiries and booking belong in Intake & Conversion Systems.
Discovery starts with the existing tools and process. Feasibility depends on the available interfaces, permissions and subscription plans. We confirm those limits before agreeing connections or configurations rather than promising every tool will integrate.
No. AI is included only where it is appropriate to the specific task and can be tested with agreed review points. A straightforward configuration or conventional workflow may be the more suitable approach.
We need a process owner, tool details, approved examples and authorised access. Suitable sample data is the starting point for testing. Your firm decides what information may be used, who may see it and any additional handling requirements.
Your lawyers decide where professional review is required and remain responsible for advice and professional obligations. Technical implementation does not itself establish confidentiality, privilege or regulatory compliance. Those requirements must be addressed by your firm alongside the agreed technical scope.
We agree representative normal, incomplete and failed cases, with clear acceptance criteria. A sample-data demonstration shows the intended behavior and failure handling under those tests. It is not presented as a fictitious client case study or a guarantee of future behavior.
The quote defines the configured workflow, included revisions, acceptance tests, operating documentation and staff handover. It identifies ownership and exception handling so your team understands how to use the implementation and when a person needs to intervene.
We agree a baseline and measures for completion, exceptions, rework and staff effort where those can be observed. Findings distinguish measured changes from assumptions and explain tests or records that could not be completed.
Discovery establishes the feasible scope before a quote confirms deliverables, revisions, responsibilities and price. Third-party subscriptions and usage costs are identified separately. Additional integrations, workflows or data migrations are not assumed within an unlimited implementation.
Only the support expressly stated in the quote is included. Monitoring, maintenance, changes in third-party tools and additional workflows can require a separately agreed support arrangement. The handover explains ownership and how future changes should be assessed.