Contact
Talk about individual use, team rollout, or integration.
Share what enters the process, who reviews it, and where the answer should go. The conversation starts on the right path: workspace, team, API, or custom solution.
Individual useTeam rolloutAPI and integrationCustom process
Separate individual use, team adoption, API, and custom process before contracting.
Map documents, volume, users, system involved, and review point.
Define the next step from the real workflow, not from a generic package.
Security and governance
Focus the conversation on data scope, access, review, logs, and adoption limits.
Operational size
This helps separate individual use from team rollout.