How the 90 days run
| Days | Stage | What happens |
|---|---|---|
| 1–30 | Set up and test | Scope call, NDA and access, test batch of one or two files, SOPs and checklists agreed |
| 31–60 | Run the cycle | A full monthly cycle on live files, reviews every two weeks |
| 61–90 | Decide | Scorecard on quality, turnaround and responsiveness, then your decision and, if you continue, a new contract with service levels |
What we measure
- Quality: review notes per file and how quickly they are cleared.
- Turnaround: files delivered against the agreed dates.
- Responsiveness: time to answer your questions during overlap hours.
What you need to provide
- One person at your firm to review the work and answer questions.
- Access to the client files and tools in scope.
- Your checklists, or time to agree them with us.
Our guide on what to test in a 90-day pilot has a ready-made scorecard.
Frequently asked questions
How is the pilot billed?
As a fixed monthly fee for the agreed scope, set before the pilot starts. You see the real quality and know the cost upfront.
Is there a notice period during the pilot?
No. The pilot works like a probation period for both sides. If you decide not to continue, the pilot simply ends.
How many client files should we include?
Enough to test the work you plan to send. Most firms start with two files in the test batch and add more after the first review.
What happens at day 90?
We review the scorecard with you: quality, turnaround and responsiveness. You choose to continue, change the scope or stop. If you continue, we sign a separate contract for the ongoing work, with service levels, pricing and notice terms agreed then.
General information only, not legal, tax, audit or professional-conduct advice. Rules, standards and software features change, so confirm the position that applies to your firm before you act. See our disclaimer.
