No-cost initial scoping

Request a Free Fit Review.

The Fit Review identifies the smallest useful entry point: a document-specific parser pilot, a managed diligence review, a Diligence OS workflow, or a client-facing dashboard use case.

What to send

Start with scope—not confidential files.

1

Firm and use caseBroker, consultant, PE firm, advisor, counsel, or operating team; recurring workflow or active transaction.

2

Preferred entry layerTier 1 parser, Tier 2 managed diligence, Tier 3 Diligence OS, Tier 4 dashboard, or not yet determined.

3

Document type or data roomSBC, OE/New Hire Guide, invoice, SPD, rate sheet, other document type, or multi-document transaction set.

4

Decision and usersWhat must be decided, who will use the output, and what format fits the current workflow.

5

Acceptance criteriaRequired fields, evidence standard, JSON/report needs, review process, timing, and known constraints.

What you receive

A practical entry-layer recommendation.

  • Recommended product layer and pilot boundary
  • Proposed document population and input scope
  • Expected JSON, diligence, OS, or dashboard output
  • Evidence, review, and acceptance criteria
  • Known limitations, security needs, and next steps
  • Founding pilot license consideration when applicable
Do not send in the first email: employee-level data, Social Security numbers, claims, medical information, payroll files, confidential deal documents, or full data-room exports.
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