Review current client facts

Client facts

01: Organization
Not named
02: Maturity
Idea / pre-seed
03: Mandate
Internal automation
04: Timeframe
30-day rollout
05: Risk areas
0 selected
06: Engagement
Automation Feasibility Sprint
07: Dossier
Unsaved local draft

Decision posture

Focused

Automation Feasibility Sprint is proportionate for a narrow workflow if data boundaries and human review stay limited and explicit.

Drafts stay in this browser. Scope rules run locally with no AI or background API call.

01Client intake

Establish the engagement facts.

Capture the operating context that will drive the assessment, scope, and commercial recommendation. Every downstream decision remains traceable to these fields.

Client record

Name the organization and its current operating maturity.

Company or engagementThis name appears on the scope document and proposal.Company stageValidate feasibility, data access, and launch assumptions.Decision timeframeBalanced audit and implementation planning.

System mandate

Describe what the AI system does and the environment it depends on.

Primary AI use caseThe use case sets the baseline exposure and primary audit artifact.Current stack and evidence sourcesInclude model endpoints, data sources, review queues, analytics, and known constraints. 0/2,000