How it works
Four steps, and you see results before you commit
Step 1 · 20 minutes · free
Assessment
- We ask about your practice, users and document systems.
- You need nothing except 20 minutes.
- We tell you honestly if cloud tools fit better.
Step 2 · 30 days · credited
Paid pilot
- We run one use case on your documents.
- You score the answers on 20–30 de-identified documents.
- If you do not like the results, we stop, your data is deleted, and you get a certificate of deletion.
- If you continue, the pilot fee is credited in full toward setup.
Step 3 · After the pilot
Installation
- We install the hardware, model and document search.
- We set up roles, matter separation and the audit log.
- Your office contact helps choose users and document folders.
- We train your staff, and admin access is handed to you.
Step 4 · Every month
Support
- Patching, model updates, optional health monitoring and backup checks.
- A quarterly report.
- Send requests to support, and we respond within your tier's time: next business day, 4 business hours, or 24/7 for critical issues.