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.
Team setup sprint 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
Team setup sprint
Usually 31-62 workflows across a small team setup.
- Workflow allowance
- 500
- Named users
- 5
- Report exports
- 50
- Support
- Founder-supported setup and training
What gets settled first
Data boundary
Scoped firm/team pilot terms required before approved-matter access.
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.