From fit call to managed plan.
A deliberate, low-friction path. The delivery clock only starts at Access Lock, once access, test data, routing rules, and owners are confirmed.
From fit call to managed plan.
A deliberate, low-friction path. The delivery clock only starts at Access Lock - once access, test data, routing rules, and owners are confirmed.
- 01
Workflow Fit Call
30-45 minutes
A short, low-friction conversation to see how inquiries move from form/inbox to an owner and a follow-up.
- 02
Diagnostic
3-5 business days
We map your current flow, name the top leak points, and recommend a founding build scope.
- 03
Access Lock
GATEDriven by your side - typically under a week · CLOCK STARTS HERE
The readiness gate. Access, test data, routing rules, and owners are confirmed before the clock starts.
- 04
Build
Per package - 10 business days to 6 weeks
We build the reusable workflow engine against approved test data - connector-first, modular.
- 05
UAT
3-5 business days
You test agreed pass/fail scenarios. Feedback is consolidated into one punch list, then fixed.
- 06
Handover
One session
Runbook, workflow map, limitations, and responsibilities reviewed. The build phase ends formally.
- 07
Managed Plan
Monthly - cancel anytime
Optional ongoing plan with hour-capped support, monitoring, and change requests.
What each step actually asks of you.
No mystery phases. For every step: what we need from your side, what lands on ours, and how long it takes.
Workflow Fit Call
30 minutes and honest answers about how inquiries move today.
A straight read on whether automation helps - and a clear no if it doesn’t.
30-45 minutes
Diagnostic
A walkthrough of your tools and a few real (redacted) inquiry examples.
A 1-3 page flow map, the top leak points, and a recommended scope with a price range.
3-5 business days
Access Lock
Scoped access, test data, routing rules, and named owners - confirmed.
A readiness checklist signed off by both sides. The delivery clock starts here.
Driven by your side - typically under a week
Build
Availability for quick clarification questions - not a meeting marathon.
The workflow engine built connector-first against approved test data, with logs.
Per package - 10 business days to 6 weeks
UAT
Run the agreed pass/fail scenarios against your real cases.
One consolidated punch list and the fixes - not an endless revision loop.
3-5 business days
Handover
One session with the people who will own the system day to day.
Runbook, workflow map, known limitations, and named responsibilities - formally closed.
One session
Managed Plan
Nothing - it’s optional. Choose it if you want us on call.
Hour-capped support, monitoring, and change requests under a monthly cap.
Monthly - cancel anytime
Built to be safe inside your stack.
We treat candidate, client, and operational data carefully. AI is an assistant inside a controlled workflow - not an autonomous actor. The fastest way to show it is our own access log - note what gets denied.
We request only the candidate, client, and job data the approved workflow needs.
Invitations, OAuth, restricted API keys, or client-owned accounts only.
Logic is engineered on anonymized or representative test data where possible.
AI drafts and sensitive outputs are prepared for human review and approval.
Exactly the scope confirmed at Access Lock - reviewed with you, revocable by you.
Start with a fit call.
Book a workflow fit call. We look at how inquiries move from form and inbox to an owner and a follow-up, and where work is leaking today.