Start with a question.
Build the record around it.

Choose the starting point that fits your work. Self-service accounts and human-led assessments are current options; integrations below describe future exploration.

1. 01
   Self-service signup

   Start in your private workspace

   Create an account and begin with the sample Company. Explore the record before bringing your own question into the work.

   • Explore the free workspace; agree a paid scope when you are ready
   • sample agents, documents, relationships, reports and findings
   • Support to help you get started

   SCOPE

   Plan allowances, expiry and recovery are explained on Customer Portal.

2. 02
   Discuss your scope

   Explore a human-led assessment

   Connect a governance question to the sources, people and next actions it needs.

   • Agree systems, references and source handling
   • Review evidence, record observations and clarify responsibilities
   • Agree the registry, evidence pack, leadership brief and action register you need

   SCOPE

   Scope, timing, fees and deliverables are agreed before work begins.

3. 03
   Engagement options

   Maintain the review record

   Keep the evidence behind a decision useful as the work changes.

   • Named owners and review dates
   • Human review of changed sources and unresolved questions
   • Agreed handover and ongoing support

   SCOPE

   Confirm the workflow and support your team needs as part of the engagement.

4. 04
   Future exploration

   Explore future integrations

   Evaluate connections that could reduce the effort of maintaining evidence.

   • Potential discovery, document and evaluation integrations
   • Potential evidence freshness signals and change triage
   • Potential monitoring and approval workflows

   SCOPE

   These integrations and automated workflows are future scope, with no delivery-date commitment.