# ACCOUNTSCOPE ENTERPRISE PILOT PROPOSAL PACK
### Structured 30-Day Paid Pilot Framework

This document details the timeline, success criteria, stakeholder matrix, support channels, and review agendas for the AccountScope Enterprise paid pilot program.

---

## 1. 30-Day Paid Pilot Structure

Our pilot program is a structured, 30-day proof-of-value engagement designed to demonstrate platform efficiency under live operating conditions:

* **Scope Limits**:
  * **Users**: Enrolls **5 to 10** active case handlers (solicitors, paralegals, or forensic analysts).
  * **Matters**: Includes processing for **3 to 10** live or historical cases.
  * **Support**: Weekly review calls, dedicated technical assistance, and a final success report.
  * **IT Support**: Dedicated guidance for security reviews, data protection policies, and deployment questions.
* **Pricing**: Flat rate of **£2,500** for the 30-day term.

---

## 2. Onboarding Timeline

The onboarding process is structured across four weekly milestones:

```
+─────────────────────────────────────────────────────────────────+
| Week 1: Setup & Training                                        |
| - Provision dedicated, isolated client tenant instance.         |
| - Setup office settings and user accounts (5-10 logins).         |
| - Conduct a 1-hour training workshop for the pilot team.        |
| - Provide security materials and architecture documentation.    |
+─────────────────────────────────────────────────────────────────+
| Week 2: Initial Testing                                         |
| - Ingest and parse historical or mock bank statements (1-3 cases).|
| - Verify NLP categorization and override workflows.             |
| - Complete a weekly review call.                                |
+─────────────────────────────────────────────────────────────────+
| Week 3: Active Production Cases                                 |
| - Process up to 7 live matters.                                 |
| - Test matrimonial splits, future budgets, and asset discovery.|
| - Export verified structured PDF reports and CSV registers.     |
+─────────────────────────────────────────────────────────────────+
| Week 4: Valuation & Review                                      |
| - Analyze time savings and realisation impacts.                 |
| - Present security and compliance reports to stakeholders.      |
| - Compile the final Pilot Success Report.                       |
+─────────────────────────────────────────────────────────────────+
```

---

## 3. Success Criteria & Evaluation

The pilot's success is evaluated against the following criteria:

* **Time Efficiency**: Average case preparation time (transcription, classification, splitting) is reduced compared to historical manual baselines.
* **Accuracy & Compliance**: Transaction reconciliation checks verify data integrity before reports are approved.
* **Security & Governance**: IT and compliance departments verify tenant isolation, RLS boundaries, and the automated 30-day storage purge logic.
* **Operator Feedback**: Operators rate the platform's categorization workflows and report output quality at **8.5/10** or higher in the final survey.

---

## 4. Review Meeting Agendas

We coordinate three check-ins to ensure pilot alignment:

### Kickoff Meeting (Week 1 — 30 Mins)
* **Agenda**:
  1. Introduce the pilot team and confirm target timelines.
  2. Confirm tenant configuration details and user provisioning.
  3. Schedule the training workshop.

### Weekly Check-in (Weeks 2 & 3 — 15 Mins)
* **Agenda**:
  1. Review cases processed and address any workflow questions.
  2. Gather operator feedback on categorization accuracy.
  3. Outline goals for the upcoming week.

### Evaluation Meeting (Week 4 — 45 Mins)
* **Agenda**:
  1. Present the final Pilot Success Report and time-saving metrics.
  2. Review IT compliance, RLS schemas, and data retention logs.
  3. Discuss pricing models and plan next steps for deployment.