Workflow scope
The workflows, credit budget, and expected exports are agreed before paid live work.
Scoped setup
Start the right patent-workflow setup before live work begins.
Practitioner Pro is opened with a clear scope, data boundary, workflow allowance, and review path. Public samples stay free to inspect; live and confidential work start only after the appropriate setup is active.
Selected path
Practitioner Pro
Usually 8-15 workflows, or two full five-workflow review passes.
- Workflow allowance
- 120
- Named users
- 1
- Report exports
- 15
- Support
- Standard email and debrief boundary
What gets settled first
Data boundary
Public and sanitized work only until a signed approved-matter boundary is active.
Review path
Reports remain practitioner work product; attorney review and reliance limits stay explicit.
Support channel
Pilot and team paths use a named support route with safe references instead of confidential facts.