Steps
- 1
Start with one workflow: matter readiness, missing-evidence control, review queue or output pack preparation.
- 2
Open the workspace dashboard and show role queues, blockers, reviewer status and export lock state.
- 3
Open the assurance and security guides before any data question; explain that private client document text stays in firm-owned storage unless separately approved.
- 4
Show pricing as an active-user workspace model so the buyer understands the cost is based on useful capacity rather than every invited colleague.
- 5
Choose the first recurring workflow: residential conveyancing, commercial property, private client, debt recovery or another high-volume process.
- 6
Agree the rollout owner, selected folder structure and first-week success measure with IT and the practice team.
Checks
The buyer can repeat the one-line value: move the matter, show evidence and protect the firm.
Private client document text remains in the firm-owned storage boundary.
The next action names a workflow owner, IT/admin contact and first-week success measure.