Founding client intake
Tell us how your office actually runs today. We are looking for specialty subcontractors and small service businesses where the bottleneck is coordination: the inbox, the schedule, the bid deadlines, the follow-ups that fall through.
1. Intake conversation
We walk through your current process, tools and volumes, and write down the baseline we will measure against.
2. Authority matrix
Together we define which actions are autonomous, which need a second check, and which always require you. Thresholds and permitted recipients are written down.
3. Shadow period
Read-only connections. Workflows produce proposed actions and expected outcomes. You review them. Nothing is sent, booked, charged or published.
4. Limited live (only after real-agent and real-data shadow, legal review and written approval)
Only after the test gates pass, and only for the specific green capabilities you approve in writing.