Your first workflow.
Tell us about your agency and one task you want to improve. We’ll agree how to get your team started, from the first conversation to the first real task.
No completed brief, prepared database or document upload needed to request a demo.
From first conversation to first use.
Access is arranged through a guided rollout. Here’s your part, what we agree together and the result of each stage.
We agree setup responsibilities and timing with your agency. Any record preparation or required connections are confirmed before you rely on them.
Optional preparation briefA few questions before you start.
Do we need to prepare anything before the demo?
Just your name, agency and contact details. A question or task you want to improve is useful if you have one. We can work through the optional preparation brief together later.
Who should join the setup conversation?
Start with the person coordinating setup and the colleagues who will use the first workflow. Bring in leadership for decisions that need their approval, and legal or finance colleagues when their work or access is involved.
What if our records are incomplete?
Start with what you use today. Show where the most reliable records live and point out any gaps. You don’t need to clean the whole archive before making contact; we agree what needs attention for the first workflow.
How do we prepare our existing records?
We review representative examples and agree who prepares them. What can be brought into the workspace depends on the format, quality and sensitivity of your records and the first workflow. Discuss how to share sensitive material with us before sending it.
When do we review access, security and integrations?
Before the first use that depends on them. We discuss who needs access, confidential documents, authentication and any required connections, then agree the available setup and any manual preparation. Timing and integration availability are confirmed for your agency.
Read about security and dataQuestions about access, pricing or support? Browse all FAQs.