Practitioner explaining a case using paper records and a workflow at her desk.

Discovery & platform / Planned capability

Show the work

Walk through the work. Explain each choice.

Show a real case on screen. The planned AI interviewer will ask about your decisions and draft a map. Check it against the records.

Planned capability. Contact us to check availability.

Explain what changed
the decision.

The planned approach

Check the work and the results.

Show how you handled the case.

Share your screen during the planned AI interview. Show the records, tools and steps you used to complete the work.

Explain the choices you made.

The planned interviewer will use what it sees and hears to ask follow-up questions about checks, decisions and who handled each step.

Check the draft against the records.

Correct the map during the session and review the evidence afterward. Use more cases to measure how often the work occurs and how long it normally takes.

Agree access before sharing your screen.

Agree which records may be shared, which model providers may process them, where processing happens and when the data will be deleted. Contact us for current availability.

Start with one workflow

Book a workflow review.

Bring one case, its records and the person who handled it. We’ll agree what to investigate and what your team needs next.

Agree the scope, responsibilities and price before starting.