Start with a defined trigger
A commercial owner authorizes preparation of a statement of work.
Approved discovery-to-scope draft
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
AI does not authorize fees, legal terms or delivery commitments. Use current approved templates and preserve review history.
A commercial owner authorizes preparation of a statement of work.
Collect discovery findings, approved offer terms, delivery estimates and relevant agreement templates.
Draft scope sections and identify unresolved responsibilities, assumptions or acceptance criteria.
Delivery and commercial owners verify commitments; appropriate contract reviewers approve legal terms.
Issue only the approved document through the established proposal process.
Measure ambiguous commitments, omitted dependencies, unsupported estimates and drafting effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.