Discovery intake
Best for structured context before a call. The intake route opens the qualification workflow in a later phase.
Contact
Start with the workflow that costs your team the most time.
Send the context, or use the discovery intake. The best first conversation is specific: department, workflow, volume, current bottleneck, and what better output would mean.
What to include
Useful context makes the first call sharper.
- The department or team that owns the workflow.
- Approximate volume: documents, tickets, reports, cases, or decisions per week.
- Where quality breaks down today: delay, inconsistency, rework, missed context, or review load.
- The tools already in the workflow, including document stores, CRMs, knowledge bases, or ticketing systems.
- The business result that would make the engagement worth it.
Best for a short note or a referral introduction.
Next step
Use the intake if you already know the workflow.
It keeps the first conversation focused on feasibility, risk, and the fastest route to measurable output.